The Owner Seat

In this special edition, Beyond The Ledger, of The Valisights Podcast, host Albert Ramos sits down with Shawn Dargusch, CEO and Founder of Luna Locums, to explore how he’s transforming the healthcare staffing space through purpose, innovation, and AI-powered financial intelligence.Shawn shares his personal journey—from overcoming a cancer diagnosis to launching Luna Locums with a bold mission: restore human connection to healthcare staffing and bring top-tier providers to underserved communities. They dive into the emotional and operational drivers behind Luna, how strategic finance fuels growth, and why staffing is more than just filling a shift—it’s building relationships that drive impact.In a unique crossover moment, Shawn discusses how tools like Valisights’ CashIQ and TrendSights, along with fractional CFO strategy from Stratego, have helped him gain real-time visibility, tighten cash flow forecasting, and turn financial reporting into a leadership advantage.You’ll hear how a founder outside the finance world is leveraging AI-enabled finance tools to grow with confidence—and why the future of healthcare staffing demands this kind of data-driven agility.Topics:Healthcare Staffing | Locum Tenens | Strategic Finance | AI in Business | Founder Story | Startup Leadership | Purpose-Driven Business | Financial Visibility | Cash Flow Forecasting | Burnout Prevention | Valisights Tools | FP&A for Non-Finance CEOs | Mission-Driven Growth | AI-Enabled Forecasting | Talent Strategy | Financial Benchmarking | Scaling Operations with AI | CFO Tools | Real-Time Financial Reporting | Human-Centered InnovationResources:Visit Luna Locums: ⁠⁠www.lunalocums.com⁠⁠Explore Valisights: ⁠⁠www.Valisights.com⁠⁠Albert LinkedIn: ⁠⁠Albert Ramos Jr. | LinkedIn

In this episode of The Valisights Podcast, host Albert Ramos sits down with Lukas Sundahl, founder of Accounting Couture, to explore how he’s reshaping the perception of accounting through creativity, education, and community.Lukas shares how his love for accounting turned into a platform that promotes the profession through merchandise, content, and financial literacy tools — including a new activity book that teaches kids the fundamentals of accounting in a fun, engaging way. They also discuss career transitions into accounting, the Certified Management Accountant (CMA) pathway, and what the future of accounting looks like as AI enters the profession.Lukas shares his take on how AI is reshaping accounting and finance, from faster forecasting to real-time insights. He also weighs in on Valisights, calling tools like CashIQ and TrendSights “game-changers for modern CFOs” that elevate decision-making and turn finance into a true strategic partner.You’ll hear how Lukas blends brand-building with purpose, what inspires his outreach to aspiring accountants, and why financial storytelling is more important than ever.Topics:Accounting | CMA Certification | Financial Literacy | AI in Accounting | Career Change | Content Creation | Brand Building | Financial Storytelling | Education | Finance Community | FP&A | AI in Finance | Cash Flow Forecasting | Financial Benchmarking | GAAP Compliance Tools |Strategic Financial Planning | AI Financial Analytics | Financial Risk Management | Predictive Financial Modeling | Automated Financial Reporting | Financial Data Visualization | AI-Driven Financial Insights | Financial Performance Metrics | Business Financial Intelligence | Financial Compliance Automation | Financial Strategy OptimizationWant 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.com⁠⁠⁠About 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 confidentlyFix cash flow leaks and optimize working capitalForecast with AI-powered dashboards for clear decision-makingSupport M&A and roll-ups with clean, reliable unit economicsAlbert 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 premiere episode of The Valisights Podcast, host Albert Ramos sits down with Paul Barnhurst, better known as The FP&A Guy, for a powerhouse conversation on the future of finance. Paul is a Microsoft MVP, AFP-certified pro, and host of FP&A Tomorrow, Future Finance, and Financial Modeler’s Corner.Together, they unpack how AI is transforming financial modeling, forecasting, scenario planning, pricing strategy, and even mental health in finance teams. You’ll hear Paul’s insights on digital twins, tool overload, certification trends, and what today’s CFOs and FP&A leaders need to thrive.Plus, Paul gives his take on Valisights, the next-gen AI platform for finance teams.Topics:FP&A | AI in Finance | Forecasting | Financial Modeling | CFO Strategy | Automation | Upskilling | Burnout | Digital Twins | Finance ToolsWant 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.com⁠⁠⁠About 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 confidentlyFix cash flow leaks and optimize working capitalForecast with AI-powered dashboards for clear decision-makingSupport M&A and roll-ups with clean, reliable unit economicsAlbert 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.