Fully Integrated Strategy and Finance

Power BI

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 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

Newly released Dynamic Arrays functionality by Microsoft means models are now more powerful than ever!

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This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation in their SAAS workflows 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.

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Become familiar with game-changing Modern Financial and Management Reporting with Scalable Modelling and AI Tools. Watch the webinar and download the slides for free.

This best practice resource is designed for finance professionals, accountants, and analysts seeking to leverage AI and automation, along with applying Modern Excel functions and features in their modelling 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