Strategic FP&A Coaching (Teams) Tier 1

$2,900.00

Strategic FP&A Storytelling: The Team Transformation

Move your finance team from "Data Providers" to "Decision Drivers."

Is your leadership team spending more time questioning the data than discussing the strategy? Most finance teams are technically brilliant but "narratively silent." They deliver accurate spreadsheets that fail to trigger action.

My Strategic FP&A Coaching is a high-impact intervention designed to standardize the way your team communicates with the Board and C-Suite. I help your analysts find the "So What" in the numbers, reducing the back-and-forth between Finance and Operations.

What’s Included in the Transformation:

  • The Narrative Alignment Workshop: A deep-dive session to establish a "Single Language of Truth" across your department’s reporting.

  • Template Forensic Audit: I personally review and "red-line" your team's current slide decks to eliminate clutter and highlight strategic drivers.

  • The "Executive Bridge" Framework: Training on how to translate complex variances into commercial recommendations that CEOs actually trust.

  • 1:1 Forensic Coaching: Direct feedback for senior analysts on their upcoming high-stakes presentations (Board meetings, Budget cycles, or M&A).

The Result:

  • 40% Less Time on Revisions: Stop the endless cycle of report "re-dos."

  • Increased Departmental Influence: Position Finance as a proactive co-pilot, not a back-office function.

  • Actionable Reporting: Reports that drive $1M+ decisions rather than $10 typo-hunts.

"A team that speaks the language of the Board is a team that moves the needle."

Tier 1: The Alignment Accelerator ($2,900)

  • The "Language of the Board" Workshop: A 3-hour intensive session to unify how the team defines and presents "Insights."

  • The Team Vault: 5x Licenses to your 2026 Narrative Vault.

  • Custom "House Style" Guide: I will create a 2-page Narrative Standard Operating Procedure (SOP) specific to their company, so every new hire knows exactly how a "Seven-Up" or "Honda" report should sound.

  • Email Support: 14 days of "Slack/Email access" for the Manager to ask quick questions on report wording.

Strategic FP&A Storytelling: The Team Transformation

Move your finance team from "Data Providers" to "Decision Drivers."

Is your leadership team spending more time questioning the data than discussing the strategy? Most finance teams are technically brilliant but "narratively silent." They deliver accurate spreadsheets that fail to trigger action.

My Strategic FP&A Coaching is a high-impact intervention designed to standardize the way your team communicates with the Board and C-Suite. I help your analysts find the "So What" in the numbers, reducing the back-and-forth between Finance and Operations.

What’s Included in the Transformation:

  • The Narrative Alignment Workshop: A deep-dive session to establish a "Single Language of Truth" across your department’s reporting.

  • Template Forensic Audit: I personally review and "red-line" your team's current slide decks to eliminate clutter and highlight strategic drivers.

  • The "Executive Bridge" Framework: Training on how to translate complex variances into commercial recommendations that CEOs actually trust.

  • 1:1 Forensic Coaching: Direct feedback for senior analysts on their upcoming high-stakes presentations (Board meetings, Budget cycles, or M&A).

The Result:

  • 40% Less Time on Revisions: Stop the endless cycle of report "re-dos."

  • Increased Departmental Influence: Position Finance as a proactive co-pilot, not a back-office function.

  • Actionable Reporting: Reports that drive $1M+ decisions rather than $10 typo-hunts.

"A team that speaks the language of the Board is a team that moves the needle."

Tier 1: The Alignment Accelerator ($2,900)

  • The "Language of the Board" Workshop: A 3-hour intensive session to unify how the team defines and presents "Insights."

  • The Team Vault: 5x Licenses to your 2026 Narrative Vault.

  • Custom "House Style" Guide: I will create a 2-page Narrative Standard Operating Procedure (SOP) specific to their company, so every new hire knows exactly how a "Seven-Up" or "Honda" report should sound.

  • Email Support: 14 days of "Slack/Email access" for the Manager to ask quick questions on report wording.