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Lance Rubin

Lance Rubin

168 Subscribers

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

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Lance Rubin will get you AI ready in Accounting & Finance tech

20+ years in finance across PwC, KPMG, Investec Bank, NAB, and multiple fintech CFO roles. Built models for property, banking, infrastructure, and private equity.

Co-authored the CA ANZ study guide on financial modelling. Certified trainer of the Financial Modeling Institute. Judge at the world's first Financial Modeling Innovation Awards and Power BI Global Summit presenter.

Founded the Future of Finance Lab, a community helping accountants cut through AI hype and build real skills. "Everyone's doing AI first and forgetting the foundations. That's a big problem."

Becoming AI-Powered doesn't mean forgetting Excel, & data skills; in fact, those skills are even more important.

Those who stand to gain the most from AI already have strong foundations upon which they augment & enhance with AI.

PwC, KPMG, NAB, Investec Bank & Model Citizn
PwC South Africa
KPMG
National Australia Bank - NAB
Investec
Lance Rubin

Alumni reviews

A highly practical, hands-on course for finance and accounting professionals exploring AI. Beyond experimenting with different agents and use cases, reviewing peer projects was especially valuable—one workflow we saw is saving a team ~20 hours per month.

Eva

Cohort 1 (OG)
Business Development Advisor · TabAI
Well structured course to get people starting to use AI. Best practice recommendations ensure that you start off on the right foot, learning experiences through case studies gives confidence and Lance's enthusiastic teaching style keeps you engaged throughout.

Ian

Cohort 1 (OG)
Finance & Supply Chain Director · Jasol