Lean for Finance in the Age of AI: A Modern Playbook for Clarity, Speed and Strategic Impact - Paperback

by Marcio Barreto (Author)

Lean for Finance in the Age of AI: A Modern Playbook for Clarity, Speed, and Strategic Impact

Finance teams today are under pressure to do more with less-faster, smarter, and with fewer resources. Lean for Finance in the Age of AI is a hands-on guide that empowers finance professionals to streamline their processes, eliminate waste, and unlock strategic value by applying Lean principles in a digitally evolving landscape.

This practical playbook bridges the worlds of Lean thinking and modern finance, offering:

• Actionable strategies to improve forecasting, month-end close, and budgeting cycles
• Real-world case studies from finance operations
• Excel-based tools and visual templates you can use right away
• A primer on how AI and automation can amplify your Lean efforts

Whether you're in FP&A, controllership, or operations finance, this book gives you the clarity and tools to transform finance from a backward-looking function to a forward-driving force in your organization.