Finance Team Mentoring

The Growing Pains

🎓

Your Team Needs Development

Your bookkeeper is great at transactions but struggles with analysis. Your junior analyst has potential but needs guidance.

📚

No One Has Time to Train

You're too busy running the business to mentor your team properly. They're stuck learning by trial and error.

💼

Corporate Training Is Too Generic

Generic courses don't address your specific systems, processes, or industry nuances.

What I Teach

FP&A Fundamentals

• Variance analysis techniques
• How to tell a story with numbers
• Building executive dashboards
• Forecasting methodologies
• KPI development and tracking

Financial Modeling

• Excel best practices
• Building flexible models
• Scenario planning
• NPV and IRR analysis
• Sensitivity analysis

Business Partnership Skills

• How to challenge assumptions respectfully
• Presenting to non-finance leaders
• Building credibility
• Strategic thinking frameworks
• Influence without authority

Modern Tools & Tech

• Power BI fundamentals
• AI tools for finance
• Process automation
• Data visualization
• Cloud-based FP&A tools

Mentoring Formats

Group Mentoring

$3,000

per month

✓ Monthly team training sessions
✓ Customized curriculum
✓ Homework assignments
✓ Email Q&A support
✓ Progress tracking

Best for teams of 3-5 people

Most Impact

1-on-1 Mentoring

$1,500

per month/person

✓ Weekly 1-on-1 sessions
✓ Personalized development plan
✓ Real work review
✓ Career coaching
✓ Unlimited email support

Best for high-potential individuals

Workshop Series

$5,000

one-time

✓ 4-6 intensive workshops
✓ Specific skill focus
✓ Hands-on exercises
✓ Team collaboration
✓ Reference materials

Best for skill-specific training

🎯 Customization Available

These are starting points. We can mix formats, adjust frequency, or create a custom curriculum based on your team's needs.

My Teaching Background

👨‍🏫

University of Phoenix

Associate Faculty, 2013-2018

Taught Corporate Finance, Accounting, and Critical Thinking to hundreds of students. Earned 9.8/10 faculty evaluation scores by making complex concepts understandable and actionable.

Student Feedback:

"Best finance instructor I've had. Makes everything so practical and easy to understand."

What Your Team Will Gain

3-6

Months to proficiency

From basic to business partner level

50%

Better work quality

More accurate, insightful analysis

100%

Confidence boost

Team speaks up in meetings