Inventory Optimization Pro Book a free review

Build-With-Me

Get it built right,
and defensible.

Your screen, your data, 1 to 1. Two ways in: unblock one thing, or build the whole workflow with me.

I am stuck on one thing I want it built

Where you areWhere you leave
TodayA workflow that half worksOutput you cannot check, so you check it by hand anyway
After 90 minsThe blocked thing, workingAnd the reason it broke, so the next one does not
After the buildNumbers you would signTested against figures you already trust, with a summary anyone can read

Why it stalls

You have seen what AI can do with finance data.
You cannot get it to work on yours.

That is usually not one problem. It is three, and they arrive looking like one.

Layer one

The tool problem

Getting the AI to actually produce the thing, and getting the dashboard to sit somewhere people will look at it.

Layer two

The data problem

Pulling from systems that disagree, and cleaning them so the join is honest rather than just tidy.

Layer three

The finance problem

Which number belongs there, how it is built, and what it is supposed to tell whoever reads it.

Your IT team owns the first. Your analyst owns the second. Your accountant owns the third. Nobody owns the seam, and the seam is where it breaks.

Why a course does not finish the job

A course teaches the method.
It cannot check your work.

A good course gives you the concepts and shows you a dashboard being built. Then you point it at your own data and it breaks.

The review at the end confirms a step is there. Whether it was done right on your numbers, nobody checks.

That is the check you are buying here.

Five moments when the format is the problem, not the teaching.

I have a deadline and cannot wait for the next cohort.

A board meeting, a month-end, a project due. We compress it into one session on your actual work.

I watched everything and still cannot put it together.

The training made sense. Assembling it on your own data is where it stalls. That is the usual reason people quit, and it takes one session to clear.

I have a real problem right now, not a practice exercise.

Courses teach on sample data. You bring the live forecast your boss is waiting for, or the close that will not reconcile.

My work is inventory, cost and physical goods.

General AI finance training goes shallow here. This is the part I have done for twenty years, at Fortune 500 scale.

I want private and senior, not a group.

Just you and me, and your screen stays yours. The recording goes to you and to nobody else, and your figures are never used as an example anywhere.

Two ways in

Which one are you?

In their words

What people say after working with me

Sharon helps businesses maximize their cash flow through scenario planning and forecasting, using POs, inventory, cash and cash flow assumptions. She has made this turnkey with AI powered tools: custom agents, dashboards, and monthly workflows. You upload your data each month, it is cleansed and normalized, and it feeds interactive dashboards for full visibility and control.

Eve R.Global procurement leader, up to $5B category spend

Senior enough for the room

The work is checked the way a controller, an auditor or a board would check it.

She doesn't critique outputs, she diagnoses the system behind them: backtesting, train/test splits, auditability. That's the rigor senior finance professionals actually need. She's the rare coach who can speak to both the finance and the AI side at a level senior professionals respect.

Albert L.Founder, FP&A advisory practice. FCPA

I've seen how she breaks down technical AI and data concepts into something finance professionals can actually apply. Her blend of operational finance background and AI fluency is rare, and it makes her advice both credible and immediately useful.

Charles T.CEO, intellectual property technology

You leave with something that runs

Not a concept. A workflow on your own data, working by the end of the session.

She has great ability in distilling complex subject into practical workflow and application.

Emily M.Senior finance and FP&A leader. CPA, PMP

She brings positive energy, strong subject matter expertise, and practical AI insights to every interaction. Her feedback was always constructive and actionable, helping participants elevate their thinking.

Saule S.CFO and management consultant. CPA, ACMA, CGMA

Sharon is knowledgeable and approaches a situation from a real-world perspective.

Michael W.CFO, manufacturing and distribution. CPA, CPIM

Your hands stay on the keyboard

Guided to your own answer, so you can rebuild it next month without me.

Sharon has deep expertise in AI and she teaches it with ease, giving students tips without giving a complete solution from the start. This approach motivated me extremely to come up with my own solution.

Valeria G.International group CFO

Her coaching style encourages critical thinking, problem-solving, and genuine understanding rather than reliance on prescribed answers. She creates an engaging learning environment that consistently challenges and inspires students to reach a higher level.

Kim R.Head of finance, SaaS and fintech. CA(SA)

Sharon's guidance was exceptional. She provided thoughtful, detailed reviews of my project submissions. By expertly identifying both my strengths and specific areas for improvement, she helped me take my AI skills to the next level.

Jeannie S.Senior finance manager, FP&A

She provided thorough, insightful feedback on our projects and demonstrated deep expertise in the subject matter. Highly valuable, helping me improve both my work and my understanding of the concepts.

Rodger W.Head of finance, turnaround and transformation. ACCA, MBA

I received very thorough feedback that was an appropriate mix of positive and constructive: direct and actionable as well as completely fair and on point.

Stacey L.CEO and founder, growth advisory

Sharon is an excellent hands-on instructor. Her coaching is amazing and her AI skills are incredible.

Jimmy S.Fractional CFO. CPA, ABV

Sharon was a great coach, providing comprehensive feedback on my assignments.

Wai-Yip W.Director of fund reporting, asset management. FCA, CFA

Nobody is left stuck

Questions answered while it matters, and no one is made to feel small for asking.

She offered insightful and timely responses to student queries during live sessions, and offered 1:1 support to all students within the cohort. She is knowledgeable, supportive and humble: a rare combination.

Parniyan C.Finance, strategy and operations leader. MBA

Finance, inventory and AI in one person

The combination is the point. Most advisors have one of the three.

She's a forerunner building a new category in AI in inventory optimization, where she shares regularly on use cases, tips and best practices. A strong finance perspective, a collaborative spirit, and a genuine interest in helping others grow in this evolving AI finance landscape.

Bukie F.AI finance strategist

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