Services

From strategy to implementation, I help finance teams harness AI with practical, production-grade solutions.

AI Strategy & Roadmapping

Not sure where AI fits in your operations? I'll assess your current workflows, identify the highest-ROI opportunities, and deliver an actionable roadmap with clear priorities and timelines. You'll know exactly where to invest — and where not to.

  • Comprehensive AI opportunity assessment
  • Prioritized use cases ranked by ROI and feasibility
  • Phased implementation roadmap with timeline
  • Vendor and technology recommendations
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AI Implementation & Prototyping

I don't just hand you a slide deck and walk away. I build working proofs of concept and integrate AI into your existing systems. With 12+ years of production engineering experience, I deliver solutions that actually work — not just demos.

  • Rapid proof-of-concept development
  • Integration with existing systems and data pipelines
  • Production-grade code, not throwaway prototypes
  • Documentation and handoff to your team
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Fractional AI Advisor

Need ongoing AI guidance without the cost of a full-time hire? As your fractional AI advisor, I provide strategic direction as the landscape evolves, evaluate vendors, and mentor your team — on a flexible monthly retainer.

  • Monthly strategic guidance sessions
  • Vendor and tool evaluation
  • Team mentoring and upskilling
  • Ongoing roadmap adjustments
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Training & Workshops

Your team doesn't need to be AI experts — they need to know enough to make smart decisions and use the right tools. I deliver hands-on sessions tailored to your organization, from executive briefings to technical deep-dives.

  • Executive AI literacy sessions
  • Hands-on workshops with real tools and data
  • Custom curriculum for your team's needs
  • Follow-up resources and support
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How It Works

1

Discovery Call

We discuss your goals, challenges, and where AI might fit. Free, no obligation.

2

Assessment & Plan

I dig into your operations and deliver a clear recommendation with priorities and next steps.

3

Build & Deliver

I implement the solution, integrate it with your systems, and make sure your team can run with it.