How AI Helped Me Automate a Finance Department & Put Real-Time Finance Metrics on My CEO's Phone
by Jared Duffy | at Minnebar20
I'm a VP of Finance at a SaaS company. I'm not an engineer. But over the past 4 months, AI didn't just help me automate executive reporting, month end close, collections, variance analysis, competitive intelligence, and a CEO finance dashboard that puts live key metrics in the palm of my CEO's hand. It taught me how. Some of what I built uses tools that already existed, but AI empowered me by teaching me things that would have taken months or years to learn on my own. Things that used to take days now take hours. Things that used to take hours now take minutes. This isn't a talk about AI replacing people. It's about what happens when a non-technical person uses AI as a teacher, a building partner, and an agent that runs work in the background. My examples are in finance, but the patterns apply everywhere. If you spend hours every week on repetitive work, pulling data, formatting reports, chasing people for updates, answering the same questions over and over, responding to routine emails, or stitching together information from different systems, you're doing the same kind of work I automated. I'll show what I built, how AI walked me through it, and hopefully get you thinking about what your version of this looks like.
Jared Duffy
Jared Duffy is VP of Finance at a SaaS company in the Twin Cities and an Adjunct Professor of Accounting at the University of St. Thomas. He has 10+ years of finance experience spanning Fortune 500 FP&A at Ecolab, healthcare SaaS, manufacturing controllership at Seagate, and his current role leading finance, legal, and operations. Over the past four months, he's used AI to automate large parts of his finance function, including collections, variance analysis, competitive intelligence, executive reporting, month-end close, and a live CEO dashboard, despite not being an engineer. He holds an MBA in Strategy from the University of Notre Dame.
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