In this episode of The Valisights Podcast, host Albert Ramos sits down with Carl Seidman, CSP, CPA — Microsoft MVP, FP&A educator, and one of the most trusted voices in modern finance.

Carl has trained more than 100,000 finance professionals on Excel, cash forecasting, dynamic modeling, and advisory skills. As the founder of Seidman Financial, a faculty member at Rice University, and a Certified Speaking Professional, Carl is famous for transforming “real-world messy” into dynamic, decision-ready financial models.

In this episode, they cover:

• Why modern Excel functions (SCAN, LET, LAMBDA) change the job for FP&A

• How to build resilient 13-week cash flows that guide real decisions

• The blurred lines between FP&A and Controllership — and why it matters

• Capex planning that ties directly to revenue, capacity, and cash flow

• What Copilot-in-Excel means for the next era of finance work

• Where orchestration platforms like Valisights complement dynamic modeling

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