Lance Rubin
AI for finance coach for CFOs and finance professionals
| Hourly rate range | $130 to $200 an hour |
|---|---|
| Focus areas | |
| Works with | Professionals, Executives and Founders and business owners |
| Also coaches | Business coach |
| Credentials | Chartered Accountant (CA ANZ); FMI certified financial modelling trainer; Co-author of the CA ANZ financial modelling study guide |
| Practice | Model Citizn |
Lance Rubin is a chartered accountant who coaches finance professionals, CFOs and business owners on using AI in finance work. He spent over 20 years in Big 4 audit, investment banking and bank finance roles. He is also an active fractional CFO. He created the AI-Powered Accountant course and co-hosts the Future of Finance Lab, a fortnightly practitioner community. He founded Model Citizn and co-founded EXL Cloud, a financial modelling platform.
What Lance helps with
Lance helps finance professionals build AI skills on top of solid technical foundations. He focuses on modelling, reporting and automation work.
- AI-powered financial modelling
- Automated financial reporting
- Budgeting and planning
- Financial forecasting
- Data visualization
- Expense automation
- Tax and compliance automation
- Workflow automation with Claude, Excel, Power BI and Python
Who Lance works with
Lance's clients are accountants, CFOs and finance teams. He also works with finance leaders and business owners who want AI executive coaching. They want to move from curious about AI to capable with it. He has 10+ AI for finance clients.
How Lance works
Lance teaches AI-powered financial modelling, forecasting and workflow automation. He uses tools like Claude, Excel, Power BI and Python. He builds on technical foundations rather than teaching prompts alone. He teaches what is working in production now, drawn from his own business and his fractional CFO work. His fortnightly Future of Finance Lab gives practitioners a live place to learn together.
Background and qualifications
Lance is a chartered accountant with over 20 years in finance. He started in Big 4 audit at PwC and KPMG. He then worked as an investment banker at Investec and held finance roles at NAB. He served as CFO of Banjo Loans. He founded Model Citizn and co-founded EXL Cloud, a platform that links driver-based 3-way models to cloud accounting data. He is a certified FMI trainer, co-author of the CA ANZ financial modelling study guide, and a fractional CFO for high-growth businesses.
Lance Rubin pricing
Programs and services
- Custom hourly coaching
- AI-Powered Accountant course on Maven
- Future of Finance Lab community
- AI executive coaching for finance leaders and business owners
Lance Rubin reviews
Lance Rubin has a 5.0 out of 5 rating from 2 reviews on Leland, as of September 2026.
The CoachVouch take
A chartered accountant and former Big 4 auditor and bank CFO who teaches AI methods he uses in his own fractional CFO work.
Best for accountants and CFOs who want practical AI skills for modelling, forecasting and reporting.
Common questions
How much does Lance Rubin charge?
Coaching with Lance runs $130 to $200 an hour. Message Lance from this page for an exact quote.
What does Lance Rubin help with?
Lance Rubin helps with aI-powered financial modelling, automated financial reporting, budgeting and planning and financial forecasting.
Does Lance Rubin have reviews?
Lance Rubin has a 5.0 out of 5 rating from 2 reviews on Leland, as of September 2026.
Is Lance Rubin certified?
Lance Rubin lists: Chartered Accountant (CA ANZ); FMI certified financial modelling trainer; Co-author of the CA ANZ financial modelling study guide.
Does Lance Rubin coach business owners as well as finance professionals?
Yes. He offers AI executive coaching to finance leaders and business owners.
What tools does Lance teach?
He teaches Claude, Excel, Power BI and Python for financial modelling, forecasting and workflow automation.
How do I contact Lance Rubin?
Send Lance a message from this page. It's free and takes a minute.
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Last updated September 2026. Request a correction.