The FP&A Guy Network

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Nitesh Mukhi, Rohit Menon, and Sweta Jhalani to discuss how AI is transforming the FP&A profession and changing the way finance teams work. The guests share their experiences with the AI FP&A Programme, exploring practical AI applications, automation, financial analysis, and the skills finance professionals need to stay ahead. They also discuss why domain expertise, human judgment, and business understanding remain essential in an AI-driven finance world.
Nitesh Mukhi is the Finance Director at Presight AI, an AI analytics and big data analytics company in Abu Dhabi, with over two decades of experience across auditing, financial analysis, treasury, and FP&A roles at companies including Schlumberger, FedEx, and KPMG. Rohit Menon is a Regional Finance professional at Bioltec with more than 19 years of experience across multinational companies, focusing on finance transformation and developing FP&A capabilities. Sweta Jhalani is a Chartered Accountant and FP&A Manager based in India who transitioned from audit into FP&A, building experience in financial planning, analysis, and business partnering

Expect to Learn:
How AI is transforming FP&A workflows
Practical finance use cases for AI tools
The importance of financial modelling and business partnering
Why human judgment remains critical in AI adoption
Building the skills needed for the future of finance

Here are a few relevant quotes from the episode:
“AI is an enabler. It's going to enhance your work, and I think it's going to help you in your day-to-day work.” - Nitesh Mukhi
“AI is not the solution to each and every problem.” - Sweta Jhalani

AI is changing the way finance professionals approach their work, but the fundamentals of finance remain important. The ability to understand business needs, interpret data, communicate insights, and apply human judgment will continue to separate great FP&A professionals from the rest.

Follow Nitesh:
LinkedIn: https://www.linkedin.com/in/nitesh-mukhi-7504456/

Follow Rohit:
LinkedIn: https://www.linkedin.com/in/rohit-menon1984/

Follow Sweta:
LinkedIn: https://www.linkedin.com/in/caswetajhalani/

Disclosure: Portions of this episode (such as the introduction or promotional segments) uses AI-generated voice narration produced under human editorial review.

Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today's Episode:
[00:00] - Introduction
[01:21] - Guest Introductions
[04:09] - What Great FP&A Looks Like
[07:17] - Why They Joined the AI FP&A Programme
[12:06] - Inside the AI FP&A Programme
[14:35] - Real-World AI Use Cases
[17:15] - Key Lessons From the Programme
[22:11] - The Reality of AI in Finance
[30:14] - AI Projects and Applications
[34:03] - Advice for Finance Professionals
[36:50] - The Future of AI in FP&A
[40:21] - Essential FP&A Skills
[43:34] - Skills Needed for AI Success
[46:36] - Quick-Fire Questions
[52:20] - Final Thoughts and Advice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss the future of finance systems, AI-native ERP, and how organizations can prepare their finance functions for a rapidly changing technology landscape. Alex shares how finance teams can move beyond outdated systems, improve data foundations, and use AI to enable faster, more informed decision-making.
Alex Curran is the CEO of Aptitude Software, a company that has spent over 40 years building finance solutions for complex organizations. After joining Aptitude over 12 years ago, Alex progressed through multiple leadership roles before becoming CEO in 2023. She now leads the company’s focus on AI-native finance technology and modern ERP solutions.

In this episode, you will discover:
Why CFOs are expected to become strategic partners in business decisions.
Why clean data and strong architecture are essential for successful AI adoption.
How AI-native ERP systems differ from traditional finance platforms.
Why real-time finance and continuous close are becoming possible.
How AI will change finance roles and create new opportunities.

Alex explains why the future of finance is not just about adding AI tools, but about building the right systems, data foundations, and processes to make AI valuable and trustworthy.

Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow Alex:
Website: http://fynapse.app/
LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:
[00:00] – Trailer
[05:22] – The Modern CFO Role
[11:36] – Building Flexible AI Systems
[15:16] – Evaluating ERP Solutions
[19:08] – Legacy ERP vs AI-Native ERP
[23:39] – Real-Time Finance & Continuous Close
[27:02] – AI’s Impact on Finance Teams
[30:24] – The Future of Accountants
[35:44] – AI Questions & Leadership Lessons
[36:53] – Finance System Implementation Challenges
[38:40] – Alex’s CEO Journey
[40:04] – Closing Thoughts on Finance’s Future

In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Ryan Humphrey about financial model auditing, the skills strong modelers need, and how AI is changing the profession. Ryan explains why communication, judgment, and trust matter as much as technical ability. He also shares how model audits work, why poorly structured models create serious risks, and why finance professionals must continue developing their skills as AI takes on more of the building process.

Ryan Humphrey is a Partner at Forvis Mazars in London, specializing in accounting, tax reviews, and financial model audits. A qualified chartered accountant, he co-authored Credible Model Audit for the AI Era and is currently researching sustainability leadership with Cambridge University.

Expect to Learn:
Why communication is essential in financial modeling
How independent model audits support better decisions
Why human judgement remains critical in the AI era
How AI may shift modelers from building to reviewing
Why trust and continuous learning are becoming more valuable

Here are a few relevant quotes from the episode:
"The model really is a communication vector more than anything. It is about telling a story." - Ryan Humphrey
"Trust becomes so important because things can look right very quickly, even when they are not." - Ryan Humphrey

AI may make financial models faster to build, but it also makes careful review more important. The future belongs to professionals who can combine technical knowledge with judgement, communication, and trusted decision-making.

Follow Ryan:
LinkedIn: https://www.linkedin.com/in/rchumphrey/
Website: https://www.forvismazars.com/uk/en/users/our-team/ryan-humphrey
Follow Financial Modeler's Corner:
LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
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Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW

In Today's Episode:
[00:00] -Trailer
[05:16] - Why Communication Matters
[06:45] - AI and the Future of Modeling Careers
[08:50] - Ryan’s Model Audit Nightmare
[12:26] - How Financial Model Audits Work
[17:36] - Essential Skills for Model Auditors
[21:35] - How AI Is Changing Model Audits
[27:54] - The Growing Importance of Trust
[32:34] - Why Continuous Learning Matters
[37:30] - Excel Preferences and Shortcuts
[41:30] - Rapid-Fire Modeling Questions
[47:35] - Final Advice for Financial Modelers

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by AI Finance Club members Eve Reiter, Jurgen Lang, and Bukie Faforiji for a discussion on how artificial intelligence is reshaping the future of FP&A. The panel shares how AI has changed the way they approach financial modeling, forecasting, automation, business partnering, and software development. From replacing repetitive Excel work with AI-powered workflows to building production-ready finance applications, they explore the practical skills finance professionals need to stay relevant in an AI-first world.
Eve Reiter is a global procurement leader and AI advocate with experience at Amazon, American Express, and State Street. Jurgen Lang is a Hamburg-based fractional CFO specializing in SaaS, sports, hospitality, and technology, with more than 15 years of finance experience. Bukie Faforiji is an FP&A professional and creator of CFO Intel, an AI-powered platform that delivers transparent and auditable financial insights.

Expect to Learn:
How AI is changing the day-to-day work of FP&A professionals.
Why critical thinking and domain expertise matter more than ever in an AI-driven world.
How finance leaders are using AI to automate workflows and build custom finance tools.
What the AI Finance Club offers finance professionals looking to upskill.
The opportunities,and risks, that AI creates for the future of finance careers.

Here are a few relevant quotes from the episode:
“If nobody can act on the information, then the work has failed.” - Jurgen Lang
“The best way to learn is to share.” - BukieFaforiji
“You are not just consuming in a community. You are also contributing.” - BukieFaforiji

AI is reshaping FP&A by reducing manual work, accelerating analysis, and helping finance professionals build more powerful workflows and tools. However, domain expertise, critical thinking, governance, and human judgement remain essential for producing reliable, defensible results. Finance professionals who actively develop these skills will be better prepared for an AI-driven future.

Follow Eve Reiter:
LinkedIn: https://www.linkedin.com/in/evereiter/

Follow Jurgen Lang:
LinkedIn: https:www.linkedin.com/in/jurgenlang/

Follow Bukie Faforiji:
LinkedIn: https://www.linkedin.com/in/bukie-faforiji/

Learn More About the AI Finance Club:
Website: https://www.aifinanceclub.com

Join the AI Finance Club
The top global finance community with over 3,500 members. Advance your AI and FP&A skills through exclusive training, expert-led sessions, and a global network of finance professionals. Visit the AI Finance Club – Nicolas Boucher | Advance Your Finance Skills Today. The FP&A Guy and use code YNVTUWKG to get $100 OFF your membership.

Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode:
[00:00] - Trailer
[06:43] - What Great FP&A Looks Like
[11:01] - Inside the AI Finance Club Community
[13:41] - Why the Guests Joined the AI Finance Club
[19:08] - Moving from Excel to AI-Powered Workflows
[23:24] - The Most Impactful AI Projects They Have Built
[32:19] - How to Get More Value from AI Communities
[42:27] - The Opportunities and Risks of AI in Finance
[52:18] - The Essential Skills Every FP&A Professional Needs
[01:01:33] - Quick-Fire Questions and Final Advice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie to discuss artificial intelligence, data analytics, and the future of work. Robert shares his journey from helping build Power Pivot and Power BI at Microsoft to founding P3 Adaptive. He explains how AI is changing the role of finance and data professionals, why strong data foundations still matter, and why continuous learning is essential in an AI-driven world.
Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, he helped lead the development of Power Pivot and Power BI. He is also the author of Power Pivot and Power BI and the upcoming book Fair Game: Customizing AI to Your Business Is Easier Than You Think.

In this episode, you will discover:
How Power Pivot and Power BI transformed data analytics.
Why AI is creating new opportunities for finance professionals.
Why adapting skills is critical in the AI era.
How businesses can make AI practical and accessible.

Robert shares practical insights on combining data expertise, AI, and human judgment to create value in the future of work.

Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow Robert:
Website: https://p3adaptive.com/
Book: https://fairgamebook.ai/
LinkedIn: https://www.linkedin.com/in/robcollie/

In Today’s Episode:
[03:58] - Building Power Pivot and Power BI at Microsoft
[08:56] - Leaving Microsoft and Founding P3 Adaptive
[13:36] - AI and the Future of Work
[17:13] - Introducing Fair Game
[19:41] - Making AI Practical and Accessible
[21:31] - Helping Everyone Understand AI