Finance Technology Trainer, Educator & Author

Learn Finance the Way It’s Actually Done

FP&A, Excel, Power BI, AI and automation, taught as thinking first and tool second. For students, working professionals, finance leaders and teams, anywhere in the world.

22+ Years Finance Experience19,000+ Books Sold10+ Professionals TrainedITS Resource Person
The Pain Behind This

“I know the tool. I still can’t tell what the numbers are saying.”

If left as-is: Courses that teach buttons and formulas, then leave you stuck the first time a real finance problem looks different from the example.

What you actually need: Someone who has run real finance functions to teach the thinking behind the tool: what to check, what to question, and what the decision is.

Who It’s For

The same teacher, pitched at your level

Every learner starts from a different place and needs a different path. Tell me where you are and where you want to be.

Students

Start your finance career with a practical foundation

Excel for accounting and finance, how real books and MIS look, and how to build a portfolio before your first job. The book and free resources are a good starting point.

Junior Professionals

Move from doing tasks to understanding them

Stop copying last month’s file. Learn why the model works, how to check it, and how to make routine reports faster and safer.

Mid-Level & Experienced Professionals

Step up into FP&A, analysis and automation

Budgeting, forecasting, variance analysis, Power BI dashboards and AI-assisted workflows for people who already know the accounts and want the next role.

CFOs & Finance Leaders

Bring technology and AI into your function with control

How to automate without breaking controls, what to hand to AI and what must stay with a human, and how to build a team that can run it.

Founders, Owners & Directors

Understand your own numbers

Read your MIS, cash flow and margins with confidence, and ask your finance team the right questions.

Teams & Institutions

Workshops built around your data and your problems

Hands-on sessions for finance teams, colleges and business schools, online or in person.

What I Teach

Five areas, one connected skill set

  • FP&A — budgeting, rolling forecasts, variance analysis, scenario and sensitivity planning
  • Excel for Finance & Accounting — formulas, Power Query, VBA and model design for real finance work
  • Power BI for Finance — dashboards and management reporting that answer decisions, not just show charts
  • Financial Modelling & MIS — building models and reports that reconcile and can be explained
  • AI & Automation for Finance — n8n, Zapier, Power Automate and AI tools, with the controls that keep them safe
How It’s Delivered

Pick the format that fits

Scope and schedule depend on the format. Tell me what you need and I will propose a plan.

One-on-One

Personal learning path

A plan built around your level, your job and your goal, with practice on realistic data.

Small Groups

Learn alongside peers

Cohorts for students or professionals working through the same topic together.

Team Workshops

On your own data

Hands-on workshops for finance teams, using your reports and your recurring problems.

Institutional Sessions

For colleges and business schools

Guest sessions and workshops on data analytics, finance and Excel for students.

Credentials

Why you can trust the teaching

  • Author — “Excel for Finance and Accounting”, published by BPB Publications, with 19,000+ copies sold
  • Free resources — 7 free books and 2 free diagnostic tools to learn from
  • Institutional trust — Resource Person at a workshop on Data Analytics for Business and Entrepreneurship, Institute of Technology & Science, Ghaziabad, MBA 2024–26 batch (23 December 2024), honoured with a Plaque of Honor
  • Training track record — 10+ professionals trained; earlier, 28 of 29 compartment Mathematics students taught went on to pass
  • Practice behind the teaching — 22+ years across accounts, FP&A, tax, payroll and finance automation
Philosophy

Don’t just teach the tool. Teach the thinking behind the tool.

A tool changes every few years. The habit of asking where a number came from, what could be hiding behind it and what decision it should drive does not.

Learn With Me

Tell me your level and what you want to learn

Student, professional, finance leader or team: share your goal and I will suggest the right path and format.

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