#14 - Most Forecasts Fail Where It Matters Most - And How AI Can Help - with Marco Villarreal

Описание: 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.

🔗 Work with Albert / Get the Playbook

Want to be on the show or explore working with Albert Ramos?

→ Book a CFO Strategy Call:
👉 https://calendly.com/albertramosjr-st...

→ Apply to be a guest on The Owner Seat:
👉 https://calendly.com/albertramosjr-st...

Get the Stratego CFO Playbook

→ Download the free Stratego CFO Playbook for Fitness & Wellness Brands and see how I build 13-week cash flow, unit economics, and AI-powered finance systems:
👉 https://docs.google.com/forms/d/e/1FA...

🌐 Connect with Albert

→ Connect on LinkedIn:
  / albertramosjr  

→ Learn more about Fractional CFO services for fitness, wellness, HALO, and multi-location brands:
https://www.strategointel.com/

If you’re a $1M–$30M fitness, wellness, HALO, or multi-location brand and you’re serious about fixing cash flow, cleaning up QuickBooks, and getting real finance strategy (not just bookkeeping), this is where we work together.

🤖 Valisights – AI for CFOs & FP&A

For finance teams who want AI to do the heavy lifting:

→ Book a Valisights demo:
https://calendly.com/albertramosjr-st...

See how tools like CashIQ™ (AI-powered 13-week cash forecasting) and TrendSights™ help CFOs and FP&A leaders turn data chaos into clear, actionable strategy.

👤 About the Host — Albert Ramos

Albert Ramos is a Fractional CFO for $1M–$30M fitness, wellness, HALO, and multi-location brands and the Founder of Stratego Intel Consulting.

He helps owners and finance leaders:

Fix cash flow leaks with 13-week cash forecasts

Clean up and rebuild their QuickBooks + finance stack

Use AI to automate reporting and forecasting

Build investor-ready financials for growth, M&A, and roll-ups

Albert has led $200M+ P&Ls, overseen 200+ locations, and managed 3,000+ employees across brands in the fitness and wellness ecosystem — blending financial precision with AI to help companies scale without losing control of their numbers.

🔍 Topics & Discoverability

This show covers:

Fractional CFO work for fitness & wellness brands, Stratego Intel Consulting, AI in finance, 13-week cash flow forecasting, unit economics, HALO brands, multi-location operators, FP&A, cash flow management, finance transformation, AI-powered dashboards, investor-ready financials, franchise finance, gym CFO strategy, and wellness CFO support.