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In this episode of The Valisights Podcast, host Albert Ramos sits down with Wassia Kamon, CPA, CMA, MBA — strategic CFO, speaker, and host of The Diary of a CFO — for a candid, practical conversation on why influence is now the most undervalued skill in finance.
With leadership experience spanning tech, manufacturing, financial institutions, and nonprofits, Wassia has seen what separates data-driven professionals from those who actually lead the business. She shares the frameworks, communication strategies, and mindset shifts that empower finance leaders to go from reporting to real strategic influence.
In this episode, they cover:
- Why variance analysis alone won’t earn you a seat at the table
- How to prepare for boardrooms, not just budget reviews
- What it takes to build trust as the only finance voice in the room
- The soft skills that unlock cross-functional influence
- How to coach finance teams to speak the language of decision-makers
Whether you’re a rising FP&A leader or a seasoned CFO, this episode is your tactical guide to becoming more than a messenger — it’s your blueprint for becoming a true financial strategist.
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
34 episodes