What formats do you offer for corporate FP&A training?

Live virtual workshops, hybrid programs, and onsite sessions. Most teams start with a skills assessment or scoping call, then run two- to five-day intensives or multi-week cohorts.

What team sizes do you work with?

From core FP&A pods of five to fifteen people up to broader finance org rollouts. Programs scale with team size, budget, and whether training is centralized or regional.

Do you cover SQL and AI, not only Excel?

Yes. Excel remains the operating system of finance; we layer SQL for finance workflows and AI tools where they improve speed and narrative quality.

How does pricing and ROI compare to self-serve courses?

Corporate programs are scoped to outcomes: fewer wasted licenses, faster time-to-production, and alignment to your models and tools. Exact price depends on delivery format, duration, and customization.

Who is the ideal buyer for corporate training?

CFOs, VPs of FP&A, finance directors, and analytics leaders who need consistent standards, faster closes, and clearer board-ready stories, not one-off tips.

Corporate FP&A training, Excel mastery, data analytics, and AI-augmented workflows for finance teams. Founded by Matt Brattin, a 20-year CFO. Trusted by 250,000+ professionals across 45 countries.

Corporate & team programs

Corporate FP&A & Data Analytics Training for Finance Teams

Virtual and onsite workshops, structured cohorts, and assessments: Excel, SQL, AI-augmented workflows, and executive storytelling. Led by Matt Brattin, former CFO of a PE-backed software company.

Start a training inquiry

Who it's for

Finance leaders building team capability

CFOs and finance directors standardizing modeling and reporting
VPs and directors of FP&A rolling out forecasting and scenario discipline
Analytics leads aligning Excel, SQL, and AI to finance outcomes

What we deliver

Scoped programs, not generic slide decks

Custom workshops (virtual, hybrid, or onsite)
Multi-week cohorts tied to your close and forecast cadence
Team skills assessments and learning paths

Approach

The Staircase Method, for teams

Stop digging (end reactive firefighting), pick direction (shared outcomes and metrics), then build one stair at a time (repeatable models, data flows, and narrative). The same framework that scales for individuals scales for departments so training sticks after the workshop ends.

Read the manifesto

Program stack

Mix and match public programs with custom team intensives. Each link includes full detail and enrollment paths.

Foundation

Excel 4 Academy

Keyboard-first Excel mastery, modeling discipline, and presentation-layer thinking for finance professionals.

View program

Modern stack

Analytics 4 Tomorrow

SQL, Python where it matters, and AI-augmented workflows. Built for practitioners, not tourists.

View program

Leadership track

The Next 90

Eight weeks for senior finance leaders: deploy AI on real work, sharpen narrative, and show up as a strategic voice.

View program

Topics

What teams build

Excel mastery & model hygiene

Dashboard & reporting patterns

SQL for operational finance

Python (where it earns its keep)

AI tools and workflow automation

Financial storytelling & board packs

Executive presence for analysts

Corporate FAQs

Success Stories

What Finance Professionals Say

Join 250,000+ professionals who've leveled up analytics, FP&A, and how their teams work with data

"I have worked with Matt in multiple roles and projects and he continues to astound me with his knowledge of Analytics while always keeping the 'end goal' in mind. Matt is truly thoughtful about his work and continues to inspire me with his passion for educating teams on the importance and role of analytics...If you are hoping to learn about the field of Analytics – he's your guy."

Conrad K.

Serial Entrepreneur

"I have worked with Matt in multiple roles and projects and he continues to astound me with his knowledge of Analytics while always keeping the 'end goal' in mind. Matt is truly thoughtful about his work and continues to inspire me with his passion for educating teams on the importance and role of analytics...If you are hoping to learn about the field of Analytics – he's your guy."

Conrad K.

Serial Entrepreneur

"I highly recommend this course to any sales leader responsible for managing revenue operations. The content is excellent, with practical examples that make it highly actionable. Special thanks to Matt Brattin for delivering everything in such a clear, concise, and engaging way."

Fulvio C.

SVP APAC, MENA & Africa

"I learned and did things over the course I never thought I'd be able to do on my own. This course pushed me to my 'learning' limits, but in the best way possible [and] helped me land my dream job."

Shivali A. C.

BI Reporting and Data Analysis

Plan corporate training

Tell me about your team size, training goals, timeline, and whether you prefer virtual or onsite. I read every inquiry and reply by email.

Prefer to start with individual enrollment? Browse courses or read Matt's bio.