01
Leadership Lab
Decide where AI changes finance
The CFO's team identifies where AI changes reporting cadence, depth of analysis, service levels and team capacity, and picks commentary as a 90-day priority.
Finance capacity map and 90-day goals
// FUNCTIONS / FINANCE & FP&A
AI your controller would sign off on.
Finance can't accept a plausible-looking answer. Our finance programs are built on one standard: every generated number traces to a source, every assumption is visible, and high-risk actions keep their approval controls.
FROM OUR WORK
A global bank brought Flatiron in to build AI and data science capability across its finance function. The program was co-taught by technical instructors and finance practitioners.
Ask about finance programs →The work we train on
Recurring finance work, made repeatable.
- 01Variance analysis and management commentary
- 02Monthly reporting, close support and reconciliations
- 03Forecast assumptions, scenarios and sensitivity
- 04Accounting-policy and guidance synthesis
- 05Management presentations and decision support
One use case, three labs
Monthly variance commentary, from idea to production.
02
Activation Lab
Build a commentary skill
Analysts package a skill that takes an approved data extract, validates the comparisons, separates observed drivers from hypotheses, and drafts commentary in your format.
Tested skill, shared with the team
03
Builder Lab
Run it every month
A recurring workflow gathers approved inputs, runs validation, drafts the reporting pack, flags exceptions and routes it to the responsible reviewer.
Pilot workflow with baseline vs. pilot results
// HOW WE JUDGE THE WORK
Graded against a finance rubric, not a completion bar.
Every skill and workflow is tested against normal cases, edge cases and known failure modes before it's shared: contradictory sources, unusual periods, missing data. We stress-test each one for answers that look right but are wrong.
Numerical accuracy
Totals, periods and units reconcile
Source lineage
Every figure traces to an approved source
Assumption clarity
Facts kept separate from hypotheses
Repeatability
Same inputs, same answer
Control compliance
Approvals stay where policy puts them
Reviewer effort
Less time checking, not more
Who's in the room
A builder and a finance leader, teaching together.
Technical instructor
Experienced with skills, projects, spreadsheets and enterprise connectors in your platform. Runs the labs and troubleshooting.
Finance practitioner
A controller, FP&A leader or finance-transformation practitioner, with an audit and controls specialist as needed. Judges whether the output would survive review.
Your team
AI governance, finance systems and controllership join at the gates that need them.
Start with your finance leadership team.
A Leadership Lab configured for finance: four hours, your problems, a 90-day plan.