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Nackina AI Finance Academy

LEVEL UP

Nackina Academy helps startup finance leaders build the operational foundation AI needs to work: founder-aligned reporting structures, clean data architecture, smart automation, KPI dashboards, and practical AI workflows your team can implement immediately.

 

WHO IS IT FOR?

Built for CFOs, Controllers, Heads of Finance, and high-growth operators who want to modernize their finance function without sacrificing rigor.

HOW DOES IT WORK?

Structure: 6 live sessions + 2 optional sessions

Office Hours: Open sessions to deepen knowledge

Cost: $4,000

ABOUT ME

Been a Fractional CFO at 5 startups (collectively raised $100m+)

Coined "Founder-led financials" (article)

LinkedIn

Waterloo Engineer, Harvard MBA

SESSIONS

Session 1: Founder-Led Financials

Build a chart of accounts leadership actually understands
Align reporting with operational drivers, board reporting, and fundraising needs

 

Session 2: Data Hygiene & Financial Infrastructure

Clean vendor naming, transaction coding, dimensions, and historical data
Build reliable source-of-truth systems across accounting and ops platforms

 

Session 3: Automation Before AI

Eliminate repetitive work using rules-based automation
Use existing tools inside QBO, payroll, banking, AP/AR systems

 

Session 4: KPI Dashboards Beyond Financial Statements

Build operational dashboards that complement the P&L and balance sheet
Define the metrics CEOs, investors, and operators actually care about

 

Session 5: Practical AI Tools for Finance Teams

What tools exist today
Where AI helps (analysis, workflows, reporting) vs where human oversight matters

 

Session 6: AI Risk, Controls & Governance

Prevent hallucinations, security issues, and bad outputs
Build review workflows and safe operating procedures

 

Optional Session 7: Board Reporting & Investor Communication

Translate finance data into compelling narratives
Create investor-ready reporting packages

 

Optional Session 8: Build Your 90-Day Finance Transformation Plan

Identify quick wins
Create implementation roadmap for your team

© 2026 by Nackina LLC

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