Fully Integrated Strategy and Finance

Power BI

Fully Integrated Strategy and Finance

What was built?

A 3-way strategic financial model built and visualised in PowerBI alongside Google Analytics data.

Why was IT built?

To integrate Finance, Strategy, Marketing & Sales in 1 easy place for clients to visualise.

How the client now uses it for decisions/business?

Different members of the executive team can pick and choose the bits they want to focus on and get to the heart of the insights.

I’ve worked with Lance on Data Analytics and highly value his skills. His models have been crucial in detailed RFPs with the government. Lance’s understanding of our business enables him to add significant value both in deliverables and thought leadership.

National Australia Bank

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This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation, along with applying Tech assessment workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant

Train yourself at generating loan schedules for personal loans

In this session we take stock of where we are now and look back to get an understanding of where we are heading.

USD 29.00

This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their workflows. Based on the “Friday’s Future of Finance Lab” session, this package provides a comprehensive overview of the skills, tools, and mindset required to thrive as an AI-powered accountant.

You will get exclusive access to all files, models and content including prompts.

USD 39.99

A 4 Part Course on the Future of Finance and where it is headed

USD 29.00

Learn to scale smarter with Excel, Xero & Power BI (Recorded Training). This best practice is a hands-on finance modelling and reporting workshop for finance professionals, business analysts, and management accountants. From Xero to Excel to Power BI.

USD 100