The rules of FP&A are changing. We help you rewrite them.
Develop finance professionals and teams who combine technical excellence, AI, and strategic thinking to deliver greater business impact.
FP&A UNLOCKEDPodcast
FP&A: Beyond the Numbers
Today’s FP&A professionals are expected to do more than deliver accurate forecasts and variance reports. They need to understand the business model deeply enough to challenge assumptions, pressure-test strategy, and provide forward-looking insight that leadership can act on. That requires more than technical skill. It requires business intelligence built through deliberate practice.
A model is not a spreadsheet. It is how you test your thinking about a business before the business tests it for you. Everything else builds on this.
A handful of drivers move your P&L. Know them cold and you stop reporting noise and start explaining performance.
Leadership does not need one perfect number. They need to know what happens if they are wrong, before it costs them.
AI does not replace analysts. It multiplies the ones who understand their process well enough to orchestrate it.
Numbers do not persuade anyone. A clear story built on numbers is what turns your analysis into a decision.
The goal of all of it: a seat at the table where you challenge assumptions instead of just reporting on them.
Why most FP&A professionals will struggle
The tools are changing faster than the skills. AI can now build a model, write the variance commentary, and draft the board deck in minutes. The work that used to make an analyst valuable, the mechanics, is becoming a commodity.
The professionals who struggle will be the ones who only ever learned the formulas. The ones who thrive will understand the business well enough to know what the model means, to challenge the assumptions, and to tell leadership what to do about it.
Here is the opportunity most people miss. Everyone is using AI to work faster: the same analysis, produced quicker. The real advantage goes to the ones who use it to work deeper. When the mechanics take minutes instead of days, you finally have room to ask the harder questions, test more scenarios, and understand the business at a level that was never practical before.
That is the shift. Not faster analysis. Better analysis. And that is exactly what we train you to do.
The AI FP&A Accelerator
Everyone in finance is using AI to do the same work faster. The Accelerator teaches you to go deeper. In six weeks you learn to use Claude Code and Claude Cowork to build intelligent AI workflows for FP&A that produce repeatable, reliable results.
Intelligent workflows
Not chat prompts. Complete AI workflows for the work FP&A does every month: reporting, variance analysis, the board narrative. Designed once, then run again and again.
The Three Forces
Reliable AI is a balance of three forces: probabilistic intelligence, deterministic rules, and your own judgment. Put each where it belongs and results stop being lucky and start being repeatable.
Claude Code & Claude Cowork
The two tools where it all happens. You learn to set them up, direct them, and turn your FP&A knowledge into skills they can run for you, on demand.
The TACTIC Framework
When I started building financial models, I realised something that bothered me. The biggest challenge wasn’t building the model. It was trusting it.
I wanted every assumption to have a purpose. Every calculation to be traceable. Every model to produce reliable results that leaders could confidently use to make decisions.
So I created a structured way of thinking: a framework that made financial models repeatable, transparent and dependable.
| T | Targets | the issue |
| A | Assets | the data |
| C | Calculations | the model |
| T | Tools | the analysis |
| I | Insights | the conclusion |
| C | Consequences | the decision |
Back then, that solved the spreadsheet problem. Today, it solves something much bigger.
AI can generate an impressive financial model in seconds. But ask it to solve the same problem twice and you’ll often get different answers. In finance, that is not good enough.
Finance isn’t rewarded for impressive. It is rewarded for reliable.
The TACTIC Framework gives finance professionals a repeatable process that brings consistency to both human and AI-generated analysis. Because better decisions start with work you can trust.
AI doesn’t replace expertise.
It amplifies it.
And speaking of the TACTIC Framework, it is worth remembering what it is really for: building the depth of understanding that everything else stands on. That matters more than ever, because AI multiplies whatever you feed it. Built on shallow knowledge, it multiplies noise. Built on deep FP&A expertise, the results compound. That is why we run traditional FP&A training all year round. Most FP&A courses teach formulas. We teach the thinking behind them. Waiting for the next AI cohort? Arrive ready to build: take our FP&A training.
Models that think. From three-statement fundamentals to structures that hold up under board questions.
The debits and credits behind every number, taught so they finally click. The intuition every model is built on.
One number is a guess. Learn to model ranges, sensitivities, and what happens when you are wrong.
The complete path to the Advanced Financial Modeler certification, with an official FMI Training Partner. Test fees included.
Real business problems solved end to end. The practice that turns knowledge into instinct.
Live with Carolina, every month. Bring your questions, watch real builds, and keep your skills moving between cohorts.
What people are saying.
From start to finish, Claude knocked out the work in less than 2 hours. Prior to your course, I wouldn’t have known how to achieve those results.
This training exceeded all my expectations. Carolina communicated complex ideas in a clear and engaging manner.
It’s a game changer for what we can do in our finance teams to aid the decision process.
Excellent course for learning and developing financial schedules and creating a dynamic financial model.
I have identified processes that could save me upwards of 10 to 15 hours a month across all clients.
Finance is best learned by building, not just watching. Big fan of this approach.
For Carolina, sharing knowledge comes first. Simply good and easy to understand.
As soon as I implement what I’ve learned, I’m certain I’ll recover at least 30% of my time from low-value activities.
It ties it all together. I don’t have to just do this in my head anymore, I’ve got this great tool.
A very practical, thorough, and valuable course for FP&A and finance professionals.
Meet Carolina Lago.
Financial Modeling, FP&A & AI Workflows Specialist
Carolina is a Financial Modeling & FP&A Specialist with over 25 years of experience in FP&A and corporate finance. As the creator of the Tactic Financial Modeling Framework, she approaches modeling as a comprehensive thinking framework rather than a standalone technical skill. Today she turns that same thinking toward AI, designing intelligent workflows that make deep FP&A expertise deliver repeatable, reliable results. Her mission is to help finance professionals bridge the gap between spreadsheets and business insights to become true partners in decision-making.
Build it with me, 1:1.
A few times a year, I open a small number of spots to work directly with me on AI workflow implementation and FP&A: individuals who want a partner in the build, and teams putting AI to work on their real processes. This is hands-on and personal. We design, build, and ship together, on your actual data and your actual problems. Because it is just me, the spots are few and I am selective about fit.
After you apply, I personally review every submission to make sure it is the right fit. If it is, I will be in touch to talk next steps.
Corporate Training
Custom Workshops for Finance Teams. Don’t just train individuals: transform your entire department. We design custom, hands-on workshops tailored to your company’s actual data and workflows. Whether virtual or in-person, we upskill your team in Financial Modeling, FP&A, and AI tools.
Your team learns to build intelligent workflows with Claude for reporting, variance analysis, and forecasting, on your own processes.
From fundamentals to advanced three-statement models, built around your company’s actual drivers and data.
Hands-on with the =PY() function: pandas, analysis, and automation inside the spreadsheets your team already uses.
Copilot in Excel and Microsoft 365, taught with finance use cases your team can apply the next morning.
Driver-based forecasts, ranges, and stress tests that hold up when reality doesn’t follow the plan.
From closed books to board-ready narrative: commentary and decks leadership actually reads.
Turning analysts into advisors: driver analysis, challenge questions, and communication that lands.
Intelligent workflows for audit teams: testing, documentation, and evidence with the auditor firmly in the loop.
Your team, one room, real data. Intensive hands-on days that end with working models and workflows.
Live virtual sessions built for global teams: focused blocks, hands-on exercises, recordings included.
A high-energy session on AI and the future of FP&A, for summits, offsites, and finance town halls.
For CFOs and leadership: what AI actually changes in finance, and a realistic roadmap to start.
A self-paced course built specifically for your team: your data, your processes, your tools. Create it once, scale it across the organization.
Join The Tactical Room.
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