#7 - The Death of Legacy Finance – Julia Kozlov on Agentic AI and the Rise of the Systems-Built CFO

In Episode 7 of The Valisights Podcast, host Albert Ramos sits down with Julia Kozlov — a sharp, systems-minded Fractional CFO and strategic advisor leading the charge in the AI-powered finance movement.Julia unpacks how agentic AI is transforming the finance function from backward-looking reporting to forward-driving leadership. She shares why modern CFOs must become architects of scalable systems, and how true financial visibility empowers companies to move faster, make smarter decisions, and drive strategic growth.With deep roots in FP&A and high-growth startups, Julia delivers a bold and practical roadmap for finance leaders who are ready to move beyond status quo operations and into future-focused leadership.You’ll also hear Julia’s take on how platforms like Valisights and its flagship products — CashIQ, Trendsights, Deepsights, and Peersights — are revolutionizing how finance teams operate in today’s real-time business landscape.Topics:FP&A | AI in Finance | Agentic AI | Strategic CFO | Financial Visibility | Systems Thinking | Financial Modeling | Forecasting | Financial Leadership | ValisightsWant 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.com⁠About 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 confidentlyFix cash flow leaks and optimize working capitalForecast with AI-powered dashboards for clear decision-makingSupport M&A and roll-ups with clean, reliable unit economicsAlbert 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.