Leland+ for FP&A

FPA AI Readiness Scorecard

FP&A AI Readiness Scorecard Not every finance task is ready for AI. This one-page scorecard helps you decide which ones are, in about five minutes. How it works Pick one recurring FP&A task, such as variance commentary, a management pack or a forecast refresh. Score it against five questions, 0 to 2 points each: Your total out of 10 tells you what to do next: automate now, pilot with controls, redesign first, or keep it human-led. What’s inside The scoring sheet with four score bands and clear next steps A benchmark of 10 common FP&A tasks, from data consolidation (9/10) to board sign-off (1/10) A simple rule for what to automate and what to keep with people Who it’s for FP&A managers, financial controllers and finance leaders deciding where AI belongs in their process. Want help with your result? Book a session with me here on Leland and we’ll take your highest-scoring task and turn it into a workflow you can trust. Albert Lee, Fellow CPA (HKICPA) · Leland Top Expert, AI for Finance

Breaking into FP&A: Resume to Offer Letter

​Looking to launch a career in Financial Planning & Analysis (FP&A)? From crafting a standout resume to acing interviews, every step matters in landing your offer. In this session, expert Leland coach Zach T. will guide you through the full process of breaking into FP&A roles. ​By the end, you’ll have a clear roadmap from application to offer letter, plus actionable strategies to stand out in the competitive FP&A landscape.