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FP&A Tech Upskilling Workshops

Build an FP&A team that drives strategy, not spreadsheets.

Hands-on workshops in analytics, data modeling, automation and AI, on your own data, so FP&A becomes leadership's trusted strategic partner.

The challenge

The business wants foresight. FP&A is stuck in hindsight.

Leadership expects real-time insight on growth, margin and risk. Most FP&A teams lack the digital skills to deliver it.

Hindsight, not foresight.

Analysts spend the month reconciling data instead of shaping growth decisions.

Training that doesn't transfer.

Generic courses on sample data fade before the next planning cycle.

Dependence on IT.

Every new view or model waits in a queue, slowing decisions.

AI without guardrails.

Teams use public tools on confidential numbers, creating avoidable risk.

Use cases

Where we create value, in practice.

A selection from the wider set of engagements we deliver.

  • Growth

    Revenue and growth analytics

    Build live views of bookings, pipeline conversion and cohort revenue that show where growth is really coming from.

  • Margin

    Price-volume-mix analysis

    Decompose margin movements into price, volume, mix and cost, so leaders know which lever to pull.

  • Planning

    Driver-based rolling forecast

    Replace static budgets with driver models that test growth, pricing and capacity scenarios in hours.

  • Profitability

    Customer and product profitability

    Allocate cost-to-serve and reveal which customers, products and channels create or erode value.

  • Cash

    Working capital analytics

    Model receivable, inventory and payable days to show how growth plans translate into cash.

  • Data

    A finance data model that ties to the ledger

    Design one governed model across entities and currencies that reconciles to the trial balance every month.

  • Automation

    Automated management reporting

    Use Power Query and Python to take days out of monthly reporting and free analysts for insight.

  • AI

    GenAI for variance insight, safely

    Draft commentary and test hypotheses with AI, within clear rules on confidential data.

  • Influence

    Board storytelling and decision support

    Turn analysis into a crisp narrative and a recommendation the board can act on.

& many more.
What you get

Clear deliverables, not open-ended hours.

  • Tailored curriculumBuilt around your tools, data and skill gaps.
  • Hands-on labsEvery exercise uses your finance data.
  • Capstone projectA real report or model your team ships.
  • Reusable templatesModels, scripts and reports to keep.
  • Skills assessmentBefore-and-after scores for each learner.
  • Follow-up supportHelp after the cohort, while new habits form.

How we work with you

  • Practitioner-ledTaught by Chartered Accountants who build.
  • Client Success SPOCOne owner for scheduling and follow-up.
  • Your data, safelyLabs run on governed copies of your data.
  • Capstone-backedEvery learner ships a real piece of work.
How we engage

Three phases, a deliverable at each.

  1. 01

    Assess

    We test current skills and agree learning goals with your CFO.

    You getSkills baseline and curriculum
  2. 02

    Train

    Live, hands-on sessions on your tools and data, in small cohorts.

    You getLabs, templates and recordings
  3. 03

    Apply

    Learners ship a capstone that replaces real manual work.

    You getCapstone and skills report

Tools we teach

Working on the systems and tools your team already uses.

Reporting
Power BIExcelPower Query
Data and automation
SQLPythonDAX
AI
AI assistantsPrompt patternsGovernance
Spotlight

Senior people. Measured progress.

Your leadsWho leads your engagementChartered Accountants · hands-on
  • AZCA Ashutosh ZawarFounder & CEOBI and business analytics, e-CFO services and strategy consultingEx-Morgan Stanley · Ex-IDFC
  • ABCA Anudit BhargavaHead, Digital TransformationStatutory audit, financial controlling and CFO servicesEx-PwC · Ex-Bridgestone
ScorecardLearning ScorecardCohort 1 · Week 6 · illustrative
86
Speed
6Weeks to capstone
64Manual hours removed / month
Quality
48 → 81Average skills score
5 / 6Capstones shipped
Effort
9Reports moved off Excel
22IT requests avoided / quarter

Senior leads stay with you from the first meeting to the final review.

Progress reviewed every month against the baseline agreed at kickoff.

Our Certifications

Your finance data secured and your AI governed, to international standards.

  • ISO/IEC 27001
  • ISO/IEC 42001
Outcomes

Outcomes finance leaders can measure.

Indicative outcomes from client engagements, against your own baseline.

40–60%

less time on monthly reporting tasks

6 weeks

to a capstone that replaces real manual work

30+ pts

average skills score improvement

100%

of labs built on your own finance data

1 week

to build a driver-based forecast

50%+

fewer report requests to IT

Proof

Trusted by finance leaders.

View all client stories ›
  • 100+Customers
  • 150+EFT projects
  • 98%Client satisfaction (CSAT)
  • 100k+Consulting hours
FAQ

Questions finance leaders ask before they start.

How do you keep our financial data secure?

We're ISO/IEC 27001 certified for information security. Access is role-based, every action is logged, and we share our security documentation during your evaluation.

Where is our data held, and who can see it?

Your data stays in [hosting region, to confirm]. Only named people on your engagement can access it, and only for the entities they work on.

How is AI governed?

We're ISO/IEC 42001 certified for AI management. Any AI we recommend or deploy works only on approved data, within each user's access.

Who will work with us?

Chartered Accountants with CFO, audit and consulting experience lead every engagement. Our founders bring 60+ years of corporate finance experience.

How do engagements start?

With a 30-minute meeting. We agree your priorities, scope and baseline, then confirm milestones in a short engagement letter.

What support do we get?

A dedicated Client Success SPOC, scheduled reviews and direct access to the senior lead. Response times are set in your engagement letter.

What's included, and what isn't?

Included: skills assessment, curriculum, live sessions, labs, templates, capstone and follow-up support. Not included: software licenses or external certification fees.

Can sessions run online or on site?

Both. Most cohorts run live online, with on-site sessions for kickoff and capstone reviews where useful.

Ready to see it in action?

See what your FP&A team could deliver next quarter.

Share your team size and the tools you use today. In 30 minutes, we'll outline a cohort plan.