AI Is Making Mistakes in Finance for CFOs to Fix Data Problems and Improve Analysis with Nick & Jain

AI Is Making Mistakes in Finance for CFOs to Fix Data Problems and Improve Analysis with Nick & Jain

July 8, 2026 · 20 min · Episode 100

About this episode

The episode discusses the impact of AI on finance and the importance of human expertise in financial analysis.

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…

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