The Real Role of AI in Financial Operations with Ted Rose

In this episode of The Peel, host Shelley McGuire speaks with Ted Rose, CEO of Rose Financial Solutions, a North Bethesda–based firm with more than 30 years of experience supporting financial operations for organizations with local and international reach.  Rather than treating AI as a trend, Ted redefines it through the lens of finance, questioning how long these capabilities have actually been in use and how financial organizations mature in their adoption. The conversation is guided by questions around control, clarity, and decision-making, and what leaders must have in place before AI can truly support better business outcomes. Ted also answers where AI fits within financial systems, how it impacts audit readiness and forecasting, and why government contractors in particular struggle with modernization. The episode wraps with forward-looking questions about what financial leaders should prioritize in the year ahead, reinforcing Rose Financial Solutions’ emphasis on fixing processes and ownership first, before turning to new technology. To connect with Ted, follow him on LinkedIn here. Learn more about Rose Financial Solutions by visiting their website here.