Strategic Finance Advisor, CPA | Helping CEOs confidently lead with available, accurate, and actionable insights through world-class models | CEO at Raftel Strategy and Angel Investor
Last month, leaders in Tech and Finance gathered and the Fortune Future of Finance event to discuss what everyone is thinking about these days…How AI is changing the world of finance. I didn’t get to go (all the way in NYC!) but here are 3 key takeaways of mine from reading recaps about the event: 1) Prioritize clean data preparation (before it’s too late) Make sure your company’s data is clean, organized and accessible. Using AI required machine-readable data. Be ready. 2) Don’t underestimate predictive analytics AI tools are already getting really good at forecasting revenue and identifying inefficiencies / hidden opportunities. Probably worth giving it a shot. 3) Start small, think big AI can be A LOT. Begin with manageable AI projects to address specific business needs. You can expand gradually as confidence grows. P.S. Dozens of founders & CFO’s got their 5-Step Strategic Finance Roadmap last week for no cost here: https://lnkd.in/eE-euFN5
