For finance professionals, finance teams & business leaders

Smarter finance. Powered by AI. Guided by experience.

Practical tools, hands-on learning and strategic guidance to help you automate workflows, sharpen your financial skills and make better decisions.

TP
13-week cash flowSAMPLE DATA
Ending cash
$412K
Runway
7.4 mo
Former Director of FP&A, SIXT Plant Controller, Smurfit Kappa PwC · Deloitte advisory English · Español · Português
Free tools

Four templates to use today.

Built from years of running FP&A and controlling teams. Enter your email below and the download links arrive right away.

Cash managementFree

13-Week Cash Flow Forecast

See shortfalls weeks before they happen.

Get it free →
PlanningFree

Budget vs. Actual Tracker

Spot variances monthly and act on them.

Get it free →
ModelingFree

Startup Financial Model

Revenue, costs, hiring and cash in one model.

Get it free →
ReportingFree

KPI Dashboard

The numbers that matter, on one page.

Get it free →
Coming nextSubscribers hear first, and get launch pricing.
Premium templates with video walkthroughs · $79 each, bundle $249Coming soon
AI prompt & workflow packs for financeComing soon
AI tools: statement analyzer, cash flow forecasting, FP&A assistant · pricing at launchIn development
Academy · Opening soon

Master the skills shaping the future of finance.

Practical education for finance professionals and business leaders who want advanced financial and technology skills. The first live workshop opens to the waitlist first.

01

Finance & FP&A

Financial modeling, forecasting, budgets, management reporting, financial analysis and KPI development.

02

AI & Finance Automation

AI tools, prompting for finance, workflow automation and technology-driven productivity.

03

Financial Leadership

Controllership, CFO-level decision-making, strategic finance, executive communication and transformation leadership.

Work with me

Ways to work together.

For finance professionals, finance leaders and their teams. Remote, across the U.S., in English, Spanish or Portuguese.

1-on-1

Strategy call

60 minutes on your model, forecast, reporting or career question. You leave with clear next steps.

$300 per session
1-on-1

Coaching package

Four sessions over two months to build a skill or deliver a project, with support between calls.

$1,100 for 4 sessions
Retainer

Finance advisor on retainer

Send questions by email or message, Monday to Friday, 9 to 6 ET, with same-business-day replies.

From $750 / month
Project

AI implementation for finance teams

Find the highest-value AI use cases in your close, reporting and planning, then put them to work.

From $5,000
Training

Workshops for finance teams

Hands-on sessions on modeling, forecasting and AI for finance, delivered live to your team.

From $3,000
Speaking

Keynotes & events

Talks on modern finance leadership and practical AI for finance teams.

On request
Need monthly bookkeeping or a fractional CFO for your business? That's what my firm does. Visit Bridge Advisors Group →
TP
About

Hi, I'm Tiago.

I've led FP&A and controlling teams at global organizations, including SIXT, where I led FP&A for a multi-state operation with nearly $1 billion in annual revenue, and Smurfit Kappa, where I served as Plant Controller and supported a $2.3B Latin American region.

I started in advisory at PwC and Deloitte, where I built cash flow forecasting tools for global clients. Today I serve as an interim finance leader for growing companies in technology, aerospace and e-commerce, and I founded Bridge Advisors Group to bring CFO-level finance to small businesses.

B.S. Finance
Florida Atlantic University
3 languages
English, Spanish, Portuguese
SAP · Oracle HFM · Power BI
and QuickBooks
Connect on LinkedIn →

Frequently asked questions

Are the templates really free?

Yes. Enter your email below and the download links appear right away. You'll also get the newsletter, and you can unsubscribe anytime.

When does the Academy open?

The first live workshop opens to the waitlist first. Join below to hear the dates before anyone else.

How is this different from Bridge Advisors Group?

Bridge provides monthly bookkeeping and fractional CFO services to small businesses. Here I focus on tools, training, coaching and AI projects for finance professionals and finance teams.

Do you work remotely?

Yes, with clients across the United States, in English, Spanish or Portuguese.

Book a call with Tiago

TIAGO PONTES · Finance · AI · Strategic Leadership Powered by Bridge Advisors Group · LinkedIn · © 2026