In this episode of FP&A Unlocked, host Paul Barnhurst and co-host Glenn Snyder sit down with Valerie Martin to discuss how AI is changing FP&A, leadership, and business partnering. They explore why greater efficiency does not automatically create greater value and how finance teams can use AI without losing judgment, context, or trust with the business.

Valerie Martin is a Finance Executive specializing in FP&A and strategic finance, with experience across GTM, SaaS, AI, and value creation. A former Autodesk finance leader and San Francisco FP&A Board Ambassador, Valerie brings extensive experience in business partnering, finance transformation, and helping organizations make better strategic decisions.

Expect to Learn:

Why AI efficiency does not always create more value.
How AI is changing the skills FP&A teams need.
Why judgment and business context still matter.
How leaders should rethink training and development.
Why communication and trust remain critical in FP&A.

Here are a few relevant quotes from the episode:

“AI could help us get the answer faster, but you can't outsource accountability.” - Valerie Martin
“The measurement is about the value, not the production.” - Glenn Snyder

Valerie explains that AI can automate variance analysis, reporting, data cleanup, and other repetitive work, but faster production is only useful if teams turn that saved time into greater business value. As AI takes on more technical work, FP&A professionals need to strengthen their judgment, curiosity, business acumen, and communication skills.

Follow Valerie:

LinkedIn: https://www.linkedin.com/in/valerie-martin-342878/
Email: valsoniamartin@gmail.com

Follow Glenn:

LinkedIn: linkedin.com/in/glenntsnyder

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

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Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode:

[00:00] -Trailer

[01:17] - Hard-Coded Opinion

[04:54] - How AI Is Changing FP&A Skills

[06:16] - Where AI Adds the Most Value

[13:51] - When AI Efficiency Doesn't Create Value

[15:03] - Judgment, Context & Accountability

[19:46] - Redesigning FP&A Work for AI

[20:51] - Why Communication Still Matters

[27:35] - Turning Saved Time Into Greater Value

[34:20] - What Differentiates Finance in the AI Era

[41:22] - How FP&A Professionals Stay Valuable

[46:27] - Closing & CPE Information

When AI Does the Analysis, What Makes an FP&A Professional Valuable with Valerie Martin

FP&A Unlocked

When AI Does the Analysis, What Makes an FP&A Professional Valuable with Valerie Martin