Corporate Excel Training

Your finance team is years behind on modern Excel

I work directly with corporate finance teams to modernize their Excel skills — Power Query, dynamic arrays, DAX, Python, and AI automation — customized to your actual workflows.

Apply for a Training Engagement
100k+
Person company where I trained hundreds of analysts
15+
Years in finance, audit, and operations
100s
Analysts trained from beginner to advanced
The problem

Excel has changed dramatically. Most teams haven't.

Your analysts are still writing VLOOKUP formulas and manually copying data between workbooks. Meanwhile, Excel now has a built-in ETL engine (Power Query), functions that replace entire worksheets of formulas (dynamic arrays and LAMBDA), a serious analytical layer (DAX and the Data Model), native Python integration, and AI-powered automation.

The gap between what your team does and what Excel can now do is costing you hundreds of hours a month in manual work, error-prone processes, and missed analytical depth.

What your team walks away with

Real skills applied to your real workflows

PQ

Power Query mastery

Automate data imports, clean messy sources, and build repeatable ETL processes — no code required.

DA

Modern formulas

Dynamic arrays, XLOOKUP, LAMBDA, and LET — write in one cell what used to take entire columns.

DX

DAX & the Data Model

Build analytical models that handle millions of rows without crashing or slowing down.

AI

AI-powered workflows

Use Python in Excel and AI tools to automate reporting, analysis, and the work your team dreads.

Who this is for

This is a good fit if…

Your finance, FP&A, or ops team spends too much time on manual Excel work
You know your team should be using Power Query, Power Pivot, or AI — but nobody's trained on it
You've tried generic Excel training before and it didn't stick because it wasn't relevant to your workflows
You want a trainer who actually understands corporate finance — not just Excel
Your team is 3–50 people and you want training customized to your actual data and processes

Apply for a training engagement

Tell me about your team and I'll follow up within 48 hours to discuss a customized plan.

No commitment. I'll review your application and reach out to discuss whether this is a good fit.

Application received

I'll review your details and follow up within 48 hours. Looking forward to learning about your team.