How AI Agents will Streamline and Eliminate Manual Work for FP&A Professionals with Albert Ramos

FP&A Tomorrow

In this episode of FP&A Tomorrow, host Paul Barnhurst (The FP&A Guy) welcomes Albert Ramos. He shares his thoughts about financial planning and analysis (FP&A), the role of AI in finance, and how businesses can leverage predictive analytics to make better strategic decisions. They also discuss pricing strategy, AI adoption, and the growing importance of financial professionals transitioning into advisory roles.

Albert Ramos is a fractional CFO, AI strategist, and the founder of Stratego Intel Consulting, an AI-powered fractional CFO and virtual Chief AI Officer firm. With 15 years of executive leadership across finance, operations, sales, and technology, Albert has worked with publicly traded, private equity-backed, and employee-owned companies. He is a strong advocate for mental health awareness in high-pressure industries, emphasizing how AI can help reduce stress and improve efficiency.

Expect to Learn:

• How AI and predictive analytics are shaping the future of finance.
• Why businesses often get pricing wrong and how FP&A can help fix it.
• How AI and agent-based automation are streamlining financial processes.
• Transitioning into a strategic business partner and the key skills required.
• How AI tools can help reduce anxiety, stress, and improve work-life balance.

Here are a few relevant quotes from the episode:

• “AI won’t replace finance professionals, but those who use AI will replace those who don’t.”
• “AI can enhance financial modeling, but the human element of strategic thinking is irreplaceable.”
• “Companies that ignore AI today will be struggling to catch up in the next two years.”

Albert explains how AI is revolutionizing finance, why pricing strategy is critical for business success, and how finance professionals can future-proof their careers by evolving into strategic advisors. He also shared an important perspective on mental health, emphasizing how AI can help reduce stress by automating repetitive tasks, allowing finance professionals to focus on higher-value work.

Operator’s Guild:

Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS

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Follow Albert:

LinkedIn - https://www.linkedin.com/in/albertramosjr/

Company - https://www.strategointel.com/

Email - [email protected]

Follow Paul:

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

Planning in BI Showcase:

Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!

Register today for free at https://bit.ly/4aLzEe0

Earn Your CPE Credit

For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[01:38] - Meet Albert Ramos

[04:16] - What Makes Great FP&A?

[06:56] - Pricing Strategy Mistakes & Best Practices

[15:20] - Albert’s Experience in Fitness Industry

[19:08] - Going Full-Time as a Fractional CFO

[23:19] - AI tools and agentic workflows

[28:06] - The Future of AI in FP&A

[41:43] - AI’s Impact on Mental Health & Work-Life Balance

[48:08] - How to Get Started with AI in Finance

[51:46] - FP&A Quickfire Questions

[01:00:10] - Where to Find Albert Ramos