Stop Doing Monthly Reports for Analysts to Automate Finance Workflows Using AI with David Dors

About this episode

Paul Barnhurst interviews David Dors about the impact of AI on finance workflows and reporting.

In this episode of FP&A Unlocked, Paul Barnhurst sits down with David Dors to explore how artificial intelligence, particularly Claude, is transforming the future of FP&A. David shares his journey from banking and FP&A into finance transformation, where he now helps finance teams implement AI-powered workflows, automate repetitive processes, and rethink how work gets done in the Office of the CFO. David Dors is a finance transformation consultant and AI educator specializing in helping finance teams adopt Claude, AI agents, and workflow automation. After beginning his career in banking and FP&A, David shifted his focus to helping finance professionals use AI to improve reporting, analysis, forecasting, and decision-making. Through workshops, training programs, and content creation, he teaches finance teams how to build AI-powered systems that save time and allow analysts to focus on higher-value strategic work. Expect to Learn: How AI is changing the future of FP&A Practical ways to automate reporting and recurring finance tasks The difference between Claude Chat, Claude Code, and AI agents Why finance professionals should think of AI as a digital teammate Key…

People in this episode

Host: Paul Barnhurst

Guest: David Dors

Topics covered

• AI in finance
• FP&A transformation
• workflow automation
• finance reporting
• decision-making
• AI education

Keywords

• artificial intelligence
• finance automation
• Claude Chat
• Claude Code
• AI agents
• FP&A professionals
• finance transformation
• reporting
• analysis
• forecasting

Mentioned in this episode

Organizations: Office of the CFO, FP&A Unlocked

Products: Claude

More episodes of The FP&A Guy Network

• Developing Business Acumen necessary to become a strategic business partner with Robert Blanding · June 11, 2026 · 56 min
• AI Strategy for CFOs: Manage AI Like an Investment Portfolio and Prove ROI with Dave Trier · June 10, 2026 · 21 min
• The Critical Role of Communication and Standard Definitions in Financial Modeling with John Yeldham · June 9, 2026 · 51 min
• AI Strategy for CFOs Is a Wild West Without Governance Turn AI Into a Portfolio System – Dave Trier · June 3, 2026 · 36 min
• How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis · June 2, 2026 · 45 min
• FP&A Strategy for Finance Leaders to Scale a Sports Business Like a Startup with Tim Naddy · May 28, 2026 · 58 min