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In this episode of The Valisights Podcast, host Albert Ramos is joined by Marco Villarreal, Fractional CFO at The CFO Centre and one of the leading voices in strategic modeling, data-driven decisioning, and applied finance.Marco has spent his career building models that actually hold up — across international M&A, cross-functional decision-making, and high-stakes boardroom conversations.

This isn’t a theory-heavy conversation — it’s a tactical, leadership-driven look at how modern FP&A teams can finally close the gap between forecasting precision and execution reality.


In this episode, they explore:


  • Why most financial models break under real-world conditions
  • How to balance flexibility with structure in scenario planning
  • The gap between data science and strategic finance — and how to bridge it
  • How to build trust in your model’s story, not just its math
  • What AI tools can do (and what they still can’t)
  • Marco’s take on how platforms like Valisights are transforming forecasting, modeling, and finance execution

If you lead FP&A, serve as a strategic advisor, or want to future-proof your modeling skills in the AI era — this episode will sharpen your edge.

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