The Challenge
After their senior FP&A Manager resigned, the team faced a 4-month hiring timeline and a salary expectation north of $175k. Rather than restart the recruiting cycle, they evaluated whether the role could be reimagined entirely through AI automation.
"A mid-market company replaced budget variance analysis, rolling forecast updates, and board financial presentations."
Interactive ROI Model
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Live ModelIncludes salary, benefits, equity, and taxes.
Includes SaaS fees, tokens, and maintenance.
The Solution
The solution centered on a fine-tuned Claude Opus agent with guardrails. Every output is validated against the company's fpa standards before delivery. The agent maintains context across sessions, learning from corrections to reduce error rates over time.
Productivity Analysis
40hr week, minus PTO, holidays
24/7/365 · No downtime
An AI agent delivers 6,880 additional operational hours per year compared to a human employee — equivalent to hiring 5 additional FTEs.
Key Results
The financial impact was staggering: $169k annual arbitrage on a single role. Multiplied across the department, the organization projects $506k in total savings by year-end. The agent now operates as a core part of the finance infrastructure.
Why This Works
No FICA, FUTA, or state UI taxes.
Eliminate stock grants and vesting liabilities.
No 3-6 month ramp-up period.
Consistent quality with no fatigue.
No health insurance or 401k match.
Scale agents instantly.