· Saul Mateos · Forecasts and Models
Is Excel Dying? Finance AI Changed Who Builds It
Is Excel dying? Finance AI changed who builds the workbook, not whether finance uses it. Why the spreadsheet survives and the model gets simpler.
CFO Lab Blog
Field-tested frameworks and insights for operational CFOs. No-BS content that you can use tomorrow to drive real business impact.
- · Saul Mateos · CFO Career
The FP&A to CFO Career Path Nobody Trains You For
What the FP&A to CFO career path teaches: from intern at GM to CFO, the models that broke, and why the job was never building the plan.
- · Saul Mateos · Claude and AI Tools
How I Build a Financial Model with Claude
How I build a financial model with Claude: a better brief, two tools in the right order, parallel sessions, and a reviewer that checks the work.
- · Saul Mateos · Forecasts and Models
Sales Pipeline Reporting Problems: Dashboards That Lie
Four flavors of sales pipeline reporting problems, from no metrics to dashboards that lie, and the three things a CFO can do about each of them.
- · Saul Mateos · AI-Native CFO
The 70% That Ships: Perfectionism in Finance Teams
Our check-matching tool shipped at 70%, not 100%. Why perfectionism in finance teams is the slowest goal, and three questions to ask before you ship.
- · Saul Mateos · AI-Native CFO
Automate FP&A Manager Tasks? Start With the Worst Process
I sent my best FP&A manager to deposit checks. A month later, 75% of the manual work was automated. A playbook to automate FP&A manager tasks.