AI Tools for Finance & Analytics
One place to launch your core ACEAnalytics apps. CFIN and Text2SQL are live now; Bank Analysis and Social Ketchup are framed and ready for rollout.
Agentic PDF Financial Analysis
Text2SQL
Bank Analysis – RM Pro Forma
Social Ketchup
CFIN Workspace
Text2SQL – Guided Mode
Bank Analysis – Pipeline Kanban
Social Ketchup – Feed
Financial Document Analysis
SQL + Visuals
RM Pro Forma Modeling
AI Social Signals
Citation-Linked Insights
Natural Language to SQL
Cash Flow Forecasting
Explore the Platform
Scroll through each app to see what it does, then launch it directly.
Agentic PDF Financial Analysis
Upload financial PDFs and instantly chat with your documents. CFIN uses Claude AI to extract structured data, generate citation-linked insights, and produce interactive charts — taking you from source document to dashboard-ready analysis in minutes.
Text2SQL — Natural Language to Database
Ask plain-English questions against banking datasets and get explainable SQL, data tables, and auto-generated visuals. Guided Mode walks you through schema selection, while Refine Mode lets power users iterate on queries with full transparency.
Bank Analysis — RM Pro Forma & Pipeline
Model new-hire relationship manager economics with RM Pro Forma: balance sheet build, fee revenue, direct expenses, and cumulative payback analysis. Pipeline Kanban tracks your loan pipeline with drag-and-drop stage management and real-time metrics.
Social Ketchup — AI Signal Filtering
Cut through social noise to surface the finance and analytics discussions that matter. Social Ketchup monitors your curated account list, filters posts through AI relevance scoring, and delivers a clean feed of high-signal content for your daily digest.
14+ Years in Finance, Analytics & Leadership
From rotational analyst to building a centralized enterprise analytics function for a $117B combined bank. Here's the journey.
Alex Cardell
Director, Enterprise Analytics & Finance Transformation
One-part Finance Manager, two-parts AI-enabled analytics product leader. Currently building a centralized enterprise analytics function for a $117B super-regional bank. Here's the journey.
Director, Enterprise Analytics & Finance Transformation
Synovus · Synovus + Pinnacle Merger
Leading a brand new team — Finance Enterprise Analytics — for the combined bank. The mission: end analytics litigation once and for all. One source. One team. One truth. Building enterprise financial data models that connect finance and business data at the instrument level and turning that foundation into executive scorecards, advisor-level insights, and an analytics platform that scales from CEO to financial advisor.
- Team of 9 A+ analysts & developers consolidated from Community/Commercial Banking, Wholesale Banking, Treasury Payment Services, and BASIS
- Enterprise financial data models at the instrument level
- Executive scorecards driving producer behavior
- Deep connective tissue with data and people leaders across the organization
Director, Strategic Finance
Synovus
Led Strategic Finance support for Wholesale Banking, Commercial & Investment Banking, and Treasury Payment Solutions segments. Maintained indirect support over the Performance Reporting Power BI-based financial analytics platform that the team built and deployed in the prior role.
Senior FP&A Manager, Performance Reporting
Synovus
Led a team within Finance specializing in analytical platforms for finance leadership and sales executives. Within 6 months, built and deployed a Power BI, SQL, and SAS financial analytics platform that dramatically increased insight generation by reducing time-to-insight and increasing data discoverability — connecting ERP financial ledger and GL transactional data across the enterprise.
VP, Manager of Financial Analytics
First Horizon Bank · Formerly IBERIABANK
Led a high-performing analyst team delivering financial reporting, forecasting, and consultative support for the $40B+ Regional Banking segment. Trusted liaison to executive leadership in a heavily matrixed organization (C-Suite, LOB leads, sales executives). Consistently recognized as a thought leader driving efficiency and impact across departments through technology. Transformed the team from a traditional reporting group into one focused on proactive profitability analytics.
Asset Liability Analyst
Regions Financial Corporation
Joined the Forecasting & Reporting team within Asset Liability Management (ALM). Responsible for consolidated NII and balance sheet forecast development, risk simulation analyses, and coordinating balance sheet intelligence across business partners. Key focus areas included balance sheet modeling, CCAR stress testing, and interest rate risk analysis.
Management Associate — Finance Development Program
Regions Financial Corporation
Two-year rotational program developing cross-functional leadership across Finance, Accounting, and Treasury. Rotations included Investment Portfolio (market monitoring, due diligence, risk collaboration), Investor Relations (earnings materials, rating agency decks, investor targeting), and Corporate Treasury.
B.B.A. Finance, Honors Scholar
Auburn University · Cum Laude · 3.6 GPA · Graduated in 3 Years
Graduated cum laude through the Auburn University Honors College in three years with a BBA in Finance. President of the Mu Omega chapter of Alpha Kappa Psi Business Fraternity. Recipient of the Mark Bertus Memorial Scholarship. Founded and coached Lee County Special Olympics Basketball.
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