Carolina Lago
Carolina helps FP&A professionals and finance leaders elevate their impact by transforming data into insight and insight into action. Through strategic financial modeling, forecasting, and scenario thinking, she equips audiences with tools to drive performance and influence smarter decisions.
Carolina Lago is a financial modeling and FP&A expert who helps finance professionals and business leaders turn complexity into clarity. With over 20 years of experience in strategic finance, she brings a rare ability to simplify technical concepts while connecting them to real business impact.
She is the creator of the TACTIC Financial Modeling Framework and Managing Director at Tactic Financial, where she trains teams to improve forecasting, storytelling, and strategic planning. Her workshops empower FP&A professionals to elevate their thinking, sharpen their decision-making, and better influence business outcomes.
Audiences consistently leave with actionable tools, renewed confidence, and a more strategic lens for approaching their work, whether they're preparing for certification, driving performance, or stepping into leadership.
Carolina Lago is a financial modeling and FP&A expert who helps finance professionals and business leaders turn complexity into clarity. With over 20 years of experience in strategic finance, she brings a rare ability to simplify technical concepts while connecting them to real business impact.
She is the creator of the TACTIC Financial Modeling Framework and Managing Director at Tactic Financial, where she trains teams to improve forecasting, storytelling, and strategic planning. Her workshops empower FP&A professionals to elevate their thinking, sharpen their decision-making, and better influence business outcomes.
Audiences consistently leave with actionable tools, renewed confidence, and a more strategic lens for approaching their work, whether they're preparing for certification, driving performance, or stepping into leadership.
From Data to Decision: Financial Modeling for Modern FP&A Teams
Format: 60–90 minute keynote or half day workshop (in-person or virtual)
This program is perfect for:
- FP&A professionals and finance teams under pressure to deliver insight, not just numbers
- Strategic finance leaders seeking better alignment between forecasting, modeling, and real-world decision-making
The audience will leave with:
- A modern, strategic view of how to...
Value Creation in Action: How Finance Drives Strategy, Performance, and Growth
Format: 60–75 minute keynote, workshop, or breakout session
Perfect for:
- FP&A professionals, controllers, and finance managers in mid to large organizations
- Leadership teams looking to integrate finance into strategic decision-making
Audience will leave with:
- A practical understanding of how to use ROIC, WACC, and capital allocation frameworks
- Tools to evaluate...
FP&A Meets AI: Practical Applications for Smarter Forecasting and Strategic Insight
Format: 60-minute virtual session, keynote, or hands-on workshop
Perfect for:
- Finance professionals curious about the impact of AI on planning and modeling
- Teams seeking practical, low-barrier ways to explore AI tools within their workflow
Audience will leave with:
- A clear understanding of how AI is already transforming FP&A
- Examples of tools and use cases to improve...
Cash-Focused Thinking: Using Scenario Planning to Improve Liquidity and Resilience
Format: 60–75 minute workshop or webinar (virtual or in-person)
Perfect for:
- FP&A and treasury teams managing uncertainty or volatility
- Mid-sized businesses or business units looking to improve liquidity without overreacting
Audience will leave with:
- A clear, usable structure for building cash-focused scenarios
- Insights into how to prioritize operational and strategic...
2 recomendar Carolina
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Plum Solutions
Virtual
D.F., Principal, Plum Solutions
Verificado @plumsolutions.com.auCarolina has spoken to my group several times and consistently delivers outstanding, value-packed sessions. She is highly professional, exceptionally organised, and her presentations are always clear, practical, and easy to follow. The customised templates and Excel models she provides are invaluable tools for future use.
CPA Australia
In situ
Z.Z., Event Organizer, CPA Australia
Verificado @police.qld.gov.auCarolina delivered an outstanding presentation at our CPA Australia Financial Modelling webinar. Her session was practical, insightful, and immediately applicable. The Excel modelling example she shared was especially valuable and resonated strongly with our audience. Carolina’s ability to communicate complex ideas clearly and effectively made the session engaging and impactful. Highly recommend her as a speaker for any finance or modelling-focused event. Looking forward to collaborating again in the future!
