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Business Intelligence & Analyst Training for Finance Teams

Turn Your Analysts Into Strategic Partners in 30 Days

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Business Intelligence Analyst Training Services

Get your analyst team delivering decision-ready dashboards - fast.


Most finance teams wait 3–6 months for new analysts to start adding value. We shorten that ramp-up to just one month through customized, hands-on training using your real data, tools, and business goals.

Your data. Your analysts. Our expertise.

Why Finance Leaders choose Pineapple & Jack

Finance leaders hire us to turn analysts into storytellers, not just spreadsheet operators.


Our founder and lead trainer, Jack Tompkins, has built and led analytics teams that directly supported CFOs, FP&A, and executive finance functions.

 

You’ll get:

  • Practical, finance-driven training focused on ROI, forecasting, and KPI visualization

  • Custom frameworks your analysts can apply immediately

  • Faster insights for better, data-driven decisions

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The Pineapple Process: Jack's Training

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We work with your data & your analysts

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We teach simple, repeatable frameworks

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You get the highest value dashboards & analysis 

Our Process: The Pineapple Training Framework

 

We start with your data — QuickBooks, Excel, ERP exports, or data warehouse.

We teach replicable systems — backend data and front end designs. The formulas for designing CFO-ready dashboards.

We measure value — tracking analyst ramp-up time, dashboard adoption, and executive satisfaction.

Result: your team delivers analysis your leadership actually uses.

AFP Attendee?

Reach out and mention Jack's AFP presentation for discounts!

BI Analyst Training

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We work with our clients to offer custom training sessions so your team can use your specific data, your specific software, and get hands on experience on exactly what they need today, and prepare for tomorrow.

We're expert analysts and our trainer is our founder, Jack Tompkins, who has taught our internal company analysts, teammates in his corporate days, and clients of Pineapple's.

If you want your team of new or developing analysts to have the capabilities of a $200k+ analyst, then have Jack sit down with them for a few sessions and watch your ROI skyrocket.

Platform specific training

Looker Studio Training

We've been creating Looker Studio dashboards since it was called "Data Studio"!
 

Google Looker Studio is a fantastic tool for all sorts of business intelligence (BI) developers and a great one to start off with.

We have a standard training course as well as an advanced course where you build the dashboard shown here that cover how to build dashboards in Looker Studio along with some design principles and data manipulation skills, but we also offer custom training in sessions with clients.

In these analyst training sessions, we'll answer one off questions, allow the client to guide the sessions, and cover things such as:

  • Integrations with common and custom data sources

  • Combining data sources

  • Building visuals

  • Creating effective dashboards

  • and much more!

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Tableau Training

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Tableau was our home base for a long time and it's still one of the best (if not the best) data visualization / business intelligence software out there.

Because of how many features Tableau has, there can be a whole lot to learn in a short amount of time if you're relying on your team to produce dashboards that the organization can use!

In our custom training sessions, we allow you to guide the sessions if needed, go through some staples of dashboard building and date functionality, along with the following:

  • Data sources and authentications

  • Data blending vs joining

  • Centralized date capabilities

  • Building sheets / visuals

  • Building decision-driving dashboards

  • and much more!

Typical outcomes

Finance teams we train often achieve:

  • 50% faster analyst ramp-up

  • 4× increase in usable dashboards within 6 weeks

  • Consistent, board-ready reporting

  • Higher analyst retention through skill development

Ready to Accelerate Your Analysts?

 

Schedule your free Analyst Training Audit — we’ll review your team’s current skills, tech stack, and data structure to build a tailored training roadmap.

Training Plans

We're here to help! Let us know what works best for you, and we'll help you get there.

Self paced online course

Great, low-cost option to get the basics in creating a dashboard and some standard, translatable skills to make your own dashboards.

Individual Training

One on one training for the data analyst on your team or for the analyst looking to level up their skills with some expert guidance.

Team Training

We'll create a custom curriculum for live sessions that fit your team's needs, applies to your team's data, and the business goals you're looking to achieve. 

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