In Episode 6 of The Valisights Podcast, host Albert Ramos sits down with Brian Kalish — founder of Kalish Consulting, former AFP Executive, and one of the most connected thought leaders in global FP&A.

Brian unpacks how Agentic AI and hyperautomation are reshaping the Office of Finance, why static reporting is dead, and how finance leaders must evolve into strategic advisors. With decades of experience building finance roundtables and partnering with organizations like AFP, Treasury & Risk, and Braintrust, Brian brings an unmatched perspective on the intersection of finance, technology, and leadership.

You’ll also hear Brian’s take on the future of real-time decisioning, the impact of generative AI, and why FP&A pros need to build curiosity muscles, not just technical ones.

He also gives his take on how platforms like Valisights and it's popular products like CashIQ, Trendsights, Deepsights and Peersights are disrupting the Accounting, FP&A and CFO space.

Topics:
FP&A | AI in Finance | Agentic AI | Office of Finance | Hyperbots | Strategic Finance | Treasury | Financial Transformation | Decision Intelligence | Forecasting

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 Ramos

Albert 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.