Lance Rubin

Lance has a wealth of financial modelling and Excel experience across financial and professional services, having worked at two of the Big 4 accounting firms (PwC & KPMG), Investec Bank Corporate Finance & Advisory, and National Australia Bank.

Lance has over two decades of corporate experience across professional services, investment and commercial banking.

Lance is the author of AI-Powered Accounting with Excel and Power BI (Packt, 2026) and the creator of the AI-Powered Accountant (AIPA) programme — a practical training curriculum that equips finance professionals to work effectively with AI tools.

Lance was the co-author of the Chartered Accountants Australia & New Zealand study guide on Financial Modelling, which was part of the CA (ANZ) elective programme for qualifying accountants.

Lance is currently also a fractional CFO of multiple tech clients along with Model Citizn, a financial modelling, analytics and automation consultancy.

Model Citizn helps businesses and governments simplify their complexity to make relevant, informed and purposeful decisions by better managing cash flow and their Excel and Power BI environments.

Lance has run workshops across Australia and New Zealand on Excel, data analytics and data visualisation using Power BI on behalf of ACCA and CA ANZ (CA Catalyst).

Lance is a certified trainer for the Financial Modeling Institute (FMI) and runs courses in Excel, Power BI, data analytics and AI tooling for accounting and finance professionals.

Lance is also the Chief Excel Officer for EXL Cloud, an innovative software solution that helps accountants get more value from the cloud and their favourite app, Excel, by automating cash flow and financial modelling.

Lance is an international speaker, having presented at the Global Power BI Summit and other leading conferences, primarily focused on empowering accounting and finance professionals worldwide.