Episode
How FP&A Professionals Use AI to Move from Reporting to Strategy with Carolina Lago
- Podcast
- FP&A Unlocked
- Published
- Apr 23, 2026
- Duration seconds
- 3524
- Processing state
not_requested- Canonical source
- https://fpa-unlocked.captivate.fm
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Summary
FP&A & AI Software Showcase: Explore Leading Tools FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una- AI. Join us for live demos, insights, and no sales pressure. Register today: www.thefpandaguy.com/fpa-software-showcase Onto this weeks episode In this episode of FP&A Unlocked , Paul Barnhurst speaks with Carolina Lago, founder of Tactic Financial, about the impact of AI on financial planning and analysis (FP&A). Carolina shares her extensive experience in the industry, discusses the power of AI in transforming finance workflows, and explains how AI is amplifying the work of finance professionals rather than replacing them. She delves into her use of AI agents, like Claude, as thinking partners in her work, and gives practical advice for finance teams on leveraging AI for strategic decision-making. Carolina Lago is the founder of Tactic Financial, where she helps FP&A professionals integrate AI into their workflows through hands-on training and practical tools. With over 20 years of experience in financial planning, analysis, and modeling across multiple industries and continents, she brings a unique perspective on how technology can amplify (not replace) the work of finance teams. Expect to Learn: The evolving role of FP&A as a bridge between strategy and operations How AI can reduce manual tasks and enhance strategic thinking The importance of understanding workflows and processes in FP&A Carolina's approach to using AI as a "thinking partner" to amplify human skills Here are a few relevant quotes from the episode: "AI is not going to replace humans; it’s going to improve how we work…