Alexader Harlan

Finance PgM @ Google | 1,400+ Clients Served | Founder @ Summit Resume

How to Master the Art of Data Science in Accounting

Google

Alex Harlan

Finance Program Manager at Google

Use SQL to analyze and drive accounting decisions

Learn SQL Use Cases in Accounting

Learn the basics of database migration and how that impacts your accounting SQL script

Understand Database Migration Impacts

Understand how to manipulate large datasets to inform an accounting decision

Organize & Analyze Big Data in Excel

Learn some of the ways accountants use SQL to automate or semi-automate their processes

Become Knowledgeable With Accounting Automation Use Cases

Stop being the “number explainer.” Build the stories, systems, and credibility to lead with clarity and confidence in the age of AI.

Data & AI Leader, 19yrs of scaling data

Pier Martin

 Data & AI leader with 19+ years scaling global teams, Executive coach 

Cohort 6

Cohort 7

As a data leader, do you catch yourself asking questions like…- How do I get execs to actually act on my insights instead of tuning out?- How do I influence peers in Product, Ops, and Marketing when they don’t report to me? - How can I build credibility around AI adoption without just demoing tools?- How do I stop my team from being seen as a “ticket shop” and instead as a trusted partner?If you’re not confident about these, this course is for you. This is a hands-on leadership course designed for emerging data leaders, analytics managers, data science managers, and heads of data who want to grow from technical doers into visible, trusted, AI-ready leaders.Before this course, you may feel:- Stuck explaining numbers that don’t lead to action.- Anxious that AI will outpace your team or make your work irrelevant.- Reactive to hype or resistance, rather than steering the narrative.After this course, you’ll:- Turn “data dumps” into compelling stories that executives repeat in the boardroom.- Translate AI pilots into credible business cases that prove ROI, reduce fear, and win support.- Lead your team confidently through change, balancing optimism with realism.

Lead with Data. Inspire with Story. Win with AI.

How to Master Strategic Communication

How to Lead AI Change with Confidence

  How to Build Your Leadership Operating System

Folks who are early in their career, focused only on technical execution, or looking to break into data/analytics should not enroll.

This course is NOT FOR everyone

It is designed for data managers, analytics leads, and heads of data already managing teams and facing leadership challenges.

This is NOT a beginner-level technical course

Overlooked Data Manager delivering dashboards but dismissed in strategy conversations, eager to be trusted for impact.

Stretched Head of Data managing 5-15 people, stuck firefighting, and needing systems to show control and credibility.

Aspiring AI-Ready Data leader, newly promoted from IC, strong technically but lacking storytelling and executive presence.

Master SQL for real-world data science interviews

Seasoned data scientist & educator

Atlassian

Pinterest

Dropbox

eBay

Anirban Bhattacharyya 

Seasoned Data Scientist with 10+ years solving product analytics at scale.

Alpha Cohort

Many aspiring data scientists know basic SQL, but struggle when faced with the kind of messy, ambiguous, business-driven questions that come up in interviews. The challenge is rarely just writing syntax. It is knowing how to translate a product question into the right metric, choose the right grain of analysis, join data correctly, avoid double counting, and explain your reasoning clearly.That gap can hold back otherwise strong candidates. You may understand SQL concepts in theory, but still feel stuck when asked to calculate retention, analyze an experiment, or debug a flawed query in real time.This workshop is designed to close that gap. Instead of teaching SQL as a list of commands, it teaches SQL the way it is actually used in data science interviews: through realistic product, growth, and analytics problems. Students will build confidence solving hands-on exercises that reflect real interview settings, from fundamentals to advanced topics like window functions and recursive CTEs.The goal is to help students move beyond memorizing syntax and become interview-ready problem solvers who can write clean SQL, reason through edge cases, and communicate like strong data scientists.

Master SQL interviews, think like a data scientist, and turn messy business questions into clear, confident analysis.

Solve SQL interview questions with structure:

Translate business problems into metrics

Write cleaner analytical SQL

Use joins, windows, cohorts, and funnels

Avoid common interview mistakes

Explain your approach with confidence

Aspiring Data Scientists Learners preparing for data science and analytics interviews who want to build strong, practical SQL skills.

Analysts Moving Upmarket Data and business analysts who know basic SQL and want to tackle more advanced, interview-style problems.

Product-Focused Data Professionals Data scientists and product analysts who want to sharpen SQL for funnels, retention, experimentation

Become an AI-powered accountant who achieves 3-5x efficiency gains while maintaining trust, accuracy, and professional judgment.

CEO of Model Citizn

PwC South Africa

KPMG

National Australia Bank - NAB

Investec

Lance Rubin

Leading financial modelling expert, Founder & CEO of Model Citizn & Chief Excel Office of EXL Cloud

CEO, Co-Founder of TabAI

Columbia University

NeurIPS

ICLR 2026

TabAI

Andrew Siah

AI Researcher (NeurIPS, ICLR), 
Co-Founder TabAI,
Ex-Quant, Physics @ Columbia.

Co-Founder of TabAI

New York AI Labs

Iris Meng

AI Enablement in Finance, ex-Big 4 M&A Advisory, Master's Degree in OR@Columbia

This is the 2nd of many cohorts on the future of accounting and finance with the AI-Powered series

Cohort 2

There is a lot of noise and theoretical concepts that lack sufficient practical hands-on application of AI, precisely where Accountants do their best work. In Excel!The landscape is moving fast, and tools are evolving quickly, but the training and adoption lag. This course fixes that.WHAT TO EXPECT6 sessions (3 Live, 3 Async ) Foundations + 10 modulesTotal estimated hours of CPD 20-32 hrsCertification includedFoundations for accounting and finance professionals. We cover key elements of the what and the how of AI in relation to accounting and finance workflows. The growth mindset and human skills are also key elements of this course, not just the technical aspects.Hands-on real-world examples Cases developed from actual workflows in the real world—anonymised and translated to training. You'll gain first-hand experience in the same scenarios.Digital artefacts you'll build and keep<ul><li>Automated Excel and Power BI solutions</li><li>Library of effective AI prompts for finance</li><li>Change management templates for considering AI for your team</li><li>Video recordings and sample datasets for continued practice</li></ul>Tools you'll play with TabAI, Claude, Microsoft Copilot, Power BI, EXL Cloud &amp; XeroCohort max 50

Learn to build AI finance workflows that deliver.

Excel Fluency: Master spreadsheet fundamentals for AI integration

Data & Process: Optimize workflows and data practices for automation

Tech Assessment: Select the right AI tools for finance tasks

AI Concepts: Understand AI capabilities, limitations, and value

Growth Mindset: Embrace continuous learning in AI technology

Human Skills: Maintain strategic thinking and ethical judgment

This program is centred around accounting and finance workflows, and therefore, this knowledge is important to maximise the benefit.

Accounting and finance knowledge

Most of the activities centre around Excel as the main user interface. A basic working knowledge of Excel is needed (no Gsheets)

Basic Excel knowledge

Accountants and finance professionals who want to use AI in their work with clients, stakeholders or for fun but don't know where to start

Management accountants and analysts drowning in manual data entry and reconciliation

Professionals skeptical of AI hype who want practical, battle-tested solutions

Go from "I should use AI" to running real AI-powered finance workflows in Excel across ChatGPT, Claude, and Microsoft Copilot.

Director at FPA Professionals Institute

Citi Bank

Coursera

Pfizer

Asif Masani

Director, FP&A Professionals Institute (FPI)

Cohort 1

AI didn't replace finance. It rewrote it. And the gap between finance pros who use it daily and those who don't is widening every month.Every CFO is asking what their team is doing with AI. Every job description is starting to list "AI fluency" as a requirement. Every generic AI course teaches you concepts you can't apply on Monday morning. The result: most finance pros know they need to use AI, but nobody has shown them how for the work they actually do, in the tool they already live in.That's the gap this course closes.Across four 90-minute sessions, You'll use all three major AI tools Chat GPT, Claude, and Microsoft Co-pilot side-by-side on real finance work. Cleaning trial balances. Extracting data from PDFs. Building variance reports and reconciliations. Generating commentary in your voice. By Session 4, you'll have assembled a complete AI-enhanced finance workflow and a personal prompt library of 50+ tested prompts you can use Monday morning.This isn't another "AI" course. It's the practical, Excel-native, finance-specific AI training that should already exist but doesn't.

Every CFO expects AI fluency. Nobody's teaching finance pros how to do it.

Automate the Excel grunt work that eats your week

Master ChatGPT, Claude, and Microsoft Copilot side-by-side

Build a complete AI-enhanced finance workflow you'll actually use.

You understand financial statements (P&L, balance sheet, cash flow)

Finance Fundamentals

Active subscriptions to at least 2 of the 3 AI tools we cover for  1 month. Each tool is used extensively. Estimated cost: approx. $40-$60

Access to ChatGPT Plus, Claude Pro, and Microsoft Copilot

You know basic Excel formulas and functions, and you've used Excel for at least one year at your job.

Basic Excel proficiency

FP&amp;A analysts and managers who burn hours weekly on data prep, variance reports, and forecasting and want to automate the grunt work.

Controllers and Senior Accountants running monthly close, looking for AI leverage on reconciliations, reporting packs, and data extraction.

Auditors who want AI to speed up workpapers, analytical procedures, and data testing without losing rigour.

Agentic AI

Coding with AI

AI Workflows

Claude Code

OpenClaw

Vibe Coding

AI Evals

AI Transformation

RAG & Search

AI for PMs

AI for Engineers

AI for Designers

AI for Marketers

AI for Founders

Product Sense

Product Discovery

User Research

Prototyping

Growth

Analytics

Tech Foundations

Strategy

Influence

Leadership

Career Growth

Machine Learning

LLM Ops

Context Eng

Security

System Design

Figma

Design Systems

Visual Design

Design Strategy

Automation

Content Marketing

Demand Gen

Go-to-Market

Product Marketing

Positioning

Social Media

Brand

B2B Marketing

SEO & AEO

AI for Leaders

AI Governance

Communication

Management

People Operations

Exec Presence

Storytelling

Goal-setting

Personal Brand

Fundraising

Everyone

Operators

Data Scientists

Business Analysts

User Researchers

Customer Success

Project Managers

HR Professionals

Sales People

Lawyers

Finance

Investors

Real Estate

Educators

Creators

Finance professionals handling planning, analysis, reporting, and financial operations.

Getting promoted, navigating job transitions, and advancing to the next level in your career.

Using data and metrics to measure performance, run experiments, and inform decisions.

How to Master the Art of Data Science in Accounting

What you'll learn

Why this topic matters

You'll learn from

Alex Harlan