BECOME A FINANCIALLY INTELLIGENT EXPERT

Most finance professionals stay stuck in reporting mode. But the real leap happens when you build financial intelligence and start thinking like a CFO.

That’s why I’m launching a WhatsApp-based subscription coaching program, built from 25+ years of real market experience to help you master the skills and mindset needed to become a Financially Intelligent Expert.

This is not just a course. It’s a high-impact mentorship path for finance professionals, analysts, and aspiring CFOs who want to grow into strategic leaders.

What You'll Learn:
Delivered weekly via Zoom through audios, visuals, and templates, covering both technical tools and strategic thinking:
✅ Strategic Cash Flow Mastery – Learn how to manage, forecast, and plan cash flow to fund growth.
✅ Financial Modeling – Build practical, decision-ready models CFOs actually use.
✅ Financial Analysis – Use ratios, trends, and variance analysis to influence decisions.
✅ Budgeting & Forecasting – Move from static budgets to rolling forecasts and scenario planning.
✅ Performance Management with KPIs & OKR – Design scorecards and track what truly matters.
✅ Capital Allocation – Prioritize where and when to deploy capital for maximum impact.
✅ Fundraising & Capital Strategy – Equity vs. debt, investor readiness, and timing.
✅ Business Valuation – Learn core valuation methods used by investment professionals.
✅ Strategic Planning – Link business vision with finance, KPIs, and operating plans.
✅ Personal Wealth Thinking – Apply corporate finance to build personal freedom.
✅ How to Become a Successful CFO – Learn leadership, communication, and stakeholder influence.

Who It’s For:
• Finance professionals ready to level up
• Fractional CFOs looking to expand their toolkit
• Business owners running their own finance
• Aspiring CFOs seeking a structured development path

Want to Join?
DM in the linkedin to register or send email to: [email protected]: Subject: “FI Expert”
This is more than just knowledge; it’s how you transform your role and career with CFO-level thinking.

Let’s make your next chapter in finance the most strategic one yet.

You may download "Ratio Analysis Model" here: https://lnkd.in/dHMBwsY6

You may download "Waterfall chart Analysis Model" for multi purpose use, here: https://lnkd.in/duzsaTuA

You may download "Vertical vs Horizontal Analysis" file here: https://lnkd.in/dZBa3RCa