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In this episode of The Valisights Podcast, host Albert Ramos sits down with Soufyan Hamid — founder of The Finance Circle and a global leader in financial storytelling, influence, and human-centered FP&A.

With experience spanning Deloitte, Proximus, and years coaching thousands of finance professionals, Soufyan delivers a clear message: storytelling is no longer optional. As AI takes over data prep, dashboards, and even forecasting — the differentiator for modern finance leaders is the ability to interpret, influence, and own the narrative.

Together, they dive into:

  • Why precision isn’t the same as persuasion — and how that’s costing FP&A teams influence

  • The shift from “reporting” to “storytelling” in the Office of the CFO

  • How to build executive presence when your slides aren’t perfect yet

  • Common presentation mistakes that silently kill your credibility

  • The AI tools Soufyan now uses to amplify clarity, context, and confidence

  • Why storytelling is now the finance skill AI can’t replace


Whether you’re a CFO, Controller, or FP&A lead looking to command more trust in the boardroom — this episode is a must-listen.

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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35 episodes