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

Episode notes

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.