AI & Finance Transformation Consultation with Dr. Pavan Kalyan Baratam

AI is changing Finance — but the real question isn’t “How do I learn AI?” It’s “Where can AI actually create value in my Finance function?”

This is a focused 1:1 consultation for Finance professionals, managers and teams who want to explore how AI, automation and digital tools can be applied to real Finance processes.

I can share practical perspectives from my experience working on AI and Agentic AI adoption, financial data automation, productivity initiatives, reporting transformation and technology-driven Finance workflows in global organisations.

Dr Pavan Kalyan Baratam ATS Resume v4.docx

Bring a real process, challenge or idea and we can explore:

• Where AI or automation could reduce manual Finance work

• Opportunities to improve reporting and data flows

• Finance process automation possibilities

• AI use cases for FP&A and management reporting

• Power BI, automation and AI working together

• How to evaluate an AI use case before investing time or resources

• Practical considerations around implementation and adoption

• Ideas for expanding AI use cases beyond a single process

This is not an AI course or training session.

You don’t need to prepare a presentation or know the latest AI tools. Bring the problem — we’ll explore the possibilities together.

The goal is to help you identify practical, realistic opportunities where AI and automation could make your Finance processes more efficient, scalable and decision-focused.