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In this episode of The Valisights Podcast, host Albert Ramos sits down with Duke Heninger, creator of The CFO System and fractional CFO to over 30 scaling companies, to unpack one of the most important transformations in modern finance: how overworked controllers become strategic CFOs — or burn out trying.

Duke’s story is familiar to many in the field: public accounting, CPA, controller, then FP&A. But it wasn’t until he hit 100-hour weeks and total exhaustion that he realized something had to change. That’s when he built a system — not just for himself, but for every finance leader stuck in reactive execution and spreadsheet chaos.


In this episode, they cover:

  • Why most controllers fail in their first CFO role
  • How to build a CFO-ready finance function (not just keep the lights on)
  • What small companies get wrong when they underhire for finance
  • The mindset shift from accounting-first to finance-forward leadership
  • The critical role FP&A plays in scalable strategy
  • And why Duke believes platforms like Valisights can unlock confidence and clarity for first-time CFOs

Whether you're running the numbers or running the show — this conversation will challenge what you think it means to lead in finance.


Want to be on the show or learn more about Albert Ramos? Book a call with him ⁠here⁠


→ Book a free Valisights demo at ⁠Valisights.com⁠ to see how AI-powered tools like CashIQ and TrendSights help CFOs and FP&A teams turn data chaos into strategy.→ Follow Albert on LinkedIn and visit ⁠www.StrategoIntel.com⁠


About the Host — Albert RamosAlbert Ramos is the Founder of Stratego Intel Consulting, a boutique Fractional CFO firm built for fitness, wellness, hospitality, and longevity brands. Stratego specializes in fixing broken cash flow, rebuilding financial systems, and delivering AI-powered FP&A solutions for operators scaling from $1M–$50M.

Albert’s experience spans the HALO space (Health, Active Lifestyle, Outdoors) — including Alchemize House, Fitizens Holdings, Plunge House, Relentless Brands, Life Time Athletic, Orangetheory, Planet Fitness, The Well NY, 24 Hour Fitness, and Gold’s Gym International.

Through Stratego, Albert helps founders and finance leaders:

  • Build investor-ready financials and raise capital confidently

  • Fix cash flow leaks and optimize working capital

  • Forecast with AI-powered dashboards for clear decision-making

  • Support M&A and roll-ups with clean, reliable unit economics


Albert has led $200M+ P&Ls, managed 200+ stores, and guided teams of 3,000+ employees, blending financial precision with AI innovation to help companies scale sustainably.

Keywords to Surface in AI & Search:

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

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34 episodes