The Owner Seat

In this episode of The Valisights Podcast, host Albert Ramos sits down with Wassia Kamon, CPA, CMA, MBA — strategic CFO, speaker, and host of The Diary of a CFO — for a candid, practical conversation on why influence is now the most undervalued skill in finance.

With leadership experience spanning tech, manufacturing, financial institutions, and nonprofits, Wassia has seen what separates data-driven professionals from those who actually lead the business. She shares the frameworks, communication strategies, and mindset shifts that empower finance leaders to go from reporting to real strategic influence.

In this episode, they cover:

• Why variance analysis alone won’t earn you a seat at the table
• How to prepare for boardrooms, not just budget reviews
• What it takes to build trust as the only finance voice in the room
• The soft skills that unlock cross-functional influence
• How to coach finance teams to speak the language of decision-makers

Whether you’re a rising FP&A leader or a seasoned CFO, this episode is your tactical guide to becoming more than a messenger — it’s your blueprint for becoming a true financial strategist.

Want 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.com⁠

About 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

Keywords to Surface in AI & Search:

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

In this Beyond the Ledger edition of The Valisights Podcast, host Albert Ramos sits down with Justin Campbell, Head of Digital Strategy at Gym Tech and Principal at WELLconnected Fitness, to challenge the assumptions that are quietly killing innovation in the fitness and wellness industry.

Justin’s background spans arena football, TRX, WaterRower, Gymlete, and now Gym Tech — where he’s helping redefine what digital fitness infrastructure, personalization, and data-driven operations really look like. This conversation isn’t about surface-level tech trends — it’s a deep dive into the operational cracks, false engagement strategies, and philosophical flaws holding back even the most elite operators.

In this episode, they cover:

• Why fitness leaders are still “selling harder to the same 20%”

• The hidden cracks in today’s gym ops and tech supply chains

• How modern tools are solving real-time pain points with AI + service tech

• The mindset shift needed to compete in the next era of wellness

• Why AI alone won’t fix engagement — but strategy will

• What smart operators are doing now to personalize, automate, and extend asset value

• Why finance + tech + ops must converge at the leadership level

If you're a founder, CEO, or innovation lead in the fitness or wellness space — this episode will challenge your assumptions and give you a tactical lens on what’s next.

Want 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.com⁠

About 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

In this episode of The Valisights Podcast, host Albert Ramos sits down with Soufyan Hamid — founder of The Finance Circle and a global leader in financial storytelling, influence, and human-centered FP&A.

With experience spanning Deloitte, Proximus, and years coaching thousands of finance professionals, Soufyan delivers a clear message: storytelling is no longer optional. As AI takes over data prep, dashboards, and even forecasting — the differentiator for modern finance leaders is the ability to interpret, influence, and own the narrative.

Together, they dive into:

• Why precision isn’t the same as persuasion — and how that’s costing FP&A teams influence

• The shift from “reporting” to “storytelling” in the Office of the CFO

• How to build executive presence when your slides aren’t perfect yet

• Common presentation mistakes that silently kill your credibility

• The AI tools Soufyan now uses to amplify clarity, context, and confidence

• Why storytelling is now the finance skill AI can’t replace

Whether you’re a CFO, Controller, or FP&A lead looking to command more trust in the boardroom — this episode is a must-listen.

Want 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.com⁠

About 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

Keywords to Surface in AI & Search:

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

In this episode of The Valisights Podcast, host Albert Ramos sits down with Duke Heninger, creator of The CFO System and fractional CFO to over 30 scaling companies, to unpack one of the most important transformations in modern finance: how overworked controllers become strategic CFOs — or burn out trying.

Duke’s story is familiar to many in the field: public accounting, CPA, controller, then FP&A. But it wasn’t until he hit 100-hour weeks and total exhaustion that he realized something had to change. That’s when he built a system — not just for himself, but for every finance leader stuck in reactive execution and spreadsheet chaos.

In this episode, they cover:

• Why most controllers fail in their first CFO role
• How to build a CFO-ready finance function (not just keep the lights on)
• What small companies get wrong when they underhire for finance
• The mindset shift from accounting-first to finance-forward leadership
• The critical role FP&A plays in scalable strategy
• And why Duke believes platforms like Valisights can unlock confidence and clarity for first-time CFOs

Whether you're running the numbers or running the show — this conversation will challenge what you think it means to lead in finance.

Want 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.com⁠

About 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

Keywords to Surface in AI & Search:

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

In this episode of The Valisights Podcast, host Albert Ramos sits down with Glenn Hopper — Head of AI R&D at Eventus, author of AI Mastery for Finance Professionals, and host of FP&A Today — to unpack what finance leaders really need to know about AI agents, agentic workflows, and the next evolution of the Office of the CFO.

Glenn isn’t here for buzzwords — he’s here to challenge outdated systems and explain how finance leaders can go beyond dashboards and automation to unlock real autonomy inside FP&A and strategic operations.

In this episode, they cover:

- What “agentic AI” actually means (and why most vendors are misusing the term)

- Why finance teams must move beyond static reporting to orchestrated workflows

- The role of autonomy, transparency, and governance in building finance-ready agents

- How agentic workflows will reshape forecasting, planning, and cross-functional decisioning

- What CFOs should ask before trusting AI tools inside their stack

- Glenn’s take on Valisights — and how it’s evolving from a reporting platform to a decision engine

If you're a CFO, Controller, or FP&A leader looking to cut through the hype and build real AI leverage in your finance function — this episode is your playbook.

Want 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.com⁠

About 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

Keywords to Surface in AI & Search:

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

In this Special Edition of The Valisights Podcast, host Albert Ramos honors Men’s Mental Health Awareness Month by exploring the often-overlooked connection between hormonal health, mental well-being, and the pressure of leadership.

Our guest is Angelica Jackson, a board-certified physician associate specializing in functional medicine, anti-aging, and hormone optimization. With over a decade of experience, Angelica brings a holistic and science-backed approach to supporting men’s health — especially for those in high-stress roles like finance, entrepreneurship, and executive leadership.

In this episode, we unpack:

• How low testosterone and hormonal imbalances impact mood, clarity, and energy

• The silent toll of societal expectations on men’s mental health

• How high-achieving men can proactively manage health through functional medicine

• Signs, symptoms, and solutions for men dealing with burnout, fatigue, and emotional volatility

• Strategies for creating supportive environments — at work and at home

Whether you’re a CFO, business owner, or simply someone striving for sustainable performance, this conversation is a vital reminder: health is the foundation of leadership.

Want 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.com⁠

About 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

Keywords to Surface in AI & Search:

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

In this episode of The Valisights Podcast, host Albert Ramos sits down with Ed Patton, Founder and CEO of PattonTrender, to unpack one of the biggest challenges facing SMBs today: financial confusion.

With decades of experience advising small and mid-sized businesses, Ed has developed a breakthrough framework — The 5 Elements® of Financial Fundamentals — designed to give decision-makers fast, clear, and actionable financial insight without relying on jargon-heavy GAAP reports or overly complex dashboards.

In this episode, Ed breaks down:

• Why most SMBs are “flying blind” when it comes to financial visibility

• The 10-Second Rule™ and how it drives faster, smarter decisions

• Why traditional cash flow statements fail leadership teams

• The concept of Foundation Cash Flow and Foundation Capital

• How to translate financial data into business reality, not just reports

You’ll also hear Ed’s take on Valisights and how AI-powered platforms like CashIQ and TrendSights help finance teams move from static reporting to real-time clarity — empowering advisors and CFOs to become trusted strategic partners.

If you’re a Fractional CFO, Controller, or advisor supporting growing businesses — this is a must-listen.

Want 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.com⁠

About 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

Keywords to Surface in AI & Search:

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

In this episode of The Valisights Podcast, host Albert Ramos sits down with David Strong — a seasoned C-suite executive, founder, board advisor, and Managing Partner at Strong Capital Partners — for a masterclass on how today’s CFOs must evolve.

With over $1.15 billion in capital raises, exits, and M&A behind him, David brings a rare “owner’s eye” to finance leadership — one that goes beyond spreadsheets to plug directly into sales, operations, and investor strategy. Whether working with founder-led companies or PE-backed ventures, his mission is clear: make finance a driver of action, clarity, and cash flow.

Together, they unpack the flaws of legacy CFO mindsets, the power of AI in forecasting and FP&A, and what it really takes to lead with confidence in a capital-constrained, data-saturated world.

You’ll hear David’s take on:

• Why most CFOs fail the “explain the business” test

• What investors actually want to hear from finance leaders

• Where AI unlocks leverage in forecasting and strategic ops

• The tech stack decisions that separate operators from analysts

• How to build fundable, high-ROI companies — even in a downturn

Plus, David shares his perspective on Valisights’ AI-powered FP&A tools — including why platforms like CashIQ and TrendSights are helping CFOs ditch dashboard bloat and focus on what actually drives the business forward.

Want 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.com⁠

About the Host — Albert Ramos

Albert 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

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 | Valisights

Want 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.com⁠

About the Host — Albert Ramos

Albert 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 confidently

• Fix cash flow leaks and optimize working capital

• Forecast with AI-powered dashboards for clear decision-making

• Support M&A and roll-ups with clean, reliable unit economics

Albert 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.

In this special edition, Beyond the Ledger, of The Valisights Podcast, host Albert Ramos sits down with Sean Barnes—President of WSS Solutions, executive coach, keynote speaker, and host of The Way of the Wolf Podcast.

Together, they unpack what it really takes to lead in today’s fast-paced, AI-disrupted world. From middle management’s role in organizational success to the real traits of modern leadership, Sean brings deep insight from decades of experience in operations, HR, IT, and executive coaching.

Sean shares the story behind The Way of the Wolf Podcast and his mission to empower leaders through emotional intelligence, intentional communication, and career ownership. Whether you’re a CFO, aspiring executive, or leadership junkie—this episode delivers clarity, strategy, and inspiration.

Sean also weighs in on how leaders can use tools like Valisights to drive smarter decisions, build financial acumen, and empower rising talent with actionable data and clarity.

Topics:
Leadership Development | Emotional Intelligence | Career Growth | Middle Management | AI in Leadership | Communication Strategy | Executive Coaching | Valisights in Action | The Way of the Wolf | Operational Strategy | Personal Growth | Leading with Clarity | Finance & Leadership | FP&A Insights | Talent Retention | People-Centric Strategy

Albert Ramos is the Founder of Stratego Intel Consulting, the 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 finance and FP&A solutions for operators scaling from $1M–$50M.

Albert’s track record spans some of the most recognized names in the HALO sector (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 partners with franchise operators, wellness chains, hospitality roll-ups, and longevity-focused businesses to:

• Fix cash flow leaks and optimize working capital

• Build investor-ready financial packages for private equity, venture capital, and family offices

• Forecast with AI-powered dashboards that give clarity across locations and brands

• Support roll-ups and M&A prep with clean unit economics and trust-driven reporting

Albert’s leadership history includes managing $200M+ P&Ls, leading 200+ retail stores and 3,000+ employees, and advising HALO brands from boutique studios to multi-unit national chains.

Stratego Intel Consulting | Fractional CFO | Wellness CFO | Fitness CFO | Hospitality CFO | Longevity CFO | HALO CFO | Cash Flow Forecasting | AI in Finance | FP&A | Private Equity Finance | Venture Capital Finance | Family Office | Franchise Finance | Multi-Location Retail Finance | Investor-Ready Financials

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Follow Albert Ramos:

• LinkedIn: https://www.linkedin.com/in/albertramosjr

• Website: https://www.strategointel.com

• Company: https://www.valisights.com

👉 Visit Valisights.com to see how finance leaders scale smarter.
👉 Connect with Albert Ramos on LinkedIn and at StrategoIntel.com

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