In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO. They discuss how AI is changing FP&A, why finance teams still need human expertise, and how their platform helps CFOs automate financial analysis while improving decision-making.
Nick Jain is a Harvard MBA and former CEO, CFO, and investor with experience at McKinsey, Bain Capital, and multiple high-growth companies. Daniel Settel is a Stanford engineer, Harvard MBA, former investment professional at Primecap Management, and co-founder of a venture secondary marketplace. Together, they founded Eagle Rock CFO to combine technology with fractional CFO services for growing businesses.
In this episode, you will discover:
- How AI can automate FP&A without replacing finance professionals
- Why clean financial data is essential for better analysis
- The role of humans in AI-powered finance workflows
- How fractional CFOs can use technology to serve more clients
- Where businesses can uncover hidden value in their financial data
AI-powered finance tools are changing how businesses analyze data, but success still depends on combining automation with sound financial judgment. Nick and Daniel share practical insights into how finance leaders can use technology to save time, uncover opportunities, and make better decisions.
Follow Nick:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/nickmjain/
Follow Dan:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/dsettel/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:24] – Why Eagle Rock CFO Was Founded
[04:35] – Building AI for FP&A
[09:12] – The Human Role in AI-Powered Finance
[10:38] – Why Fractional CFOs Need Better Tools
[14:18] – Cleaning Financial Data & Chart of Accounts
[16:21] – White-Labeling the Platform
[17:17] – Time Savings and Business Impact
[19:18] – Final Thoughts
