FP&A Unboxed - podcast cover

FP&A Unboxed

Tejas Parikhaksharconsulting.com
Hosted by Tejas Parikh, FP&A Unboxed is your go-to podcast for mastering Financial Planning & Analysis (FP&A) with Excel. Each episode unpacks real-world challenges, best practices, and expert insights into financial strategy, budgeting, and forecasting. Tejas and his expert guests—CFOs, FP&A leaders, and finance professionals—share actionable advice to help you streamline reporting, optimize financial processes, and leverage Excel like a pro. Whether you're looking to enhance your finance team's efficiency, improve decision-making, or embrace technology in FP&A, this podcast delivers unfiltered discussions and practical takeaways to power your financial success.
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Episodes

FP&A Leaders Struggling with Low Impact to Become Strategic Decision-Makers with Raghuram Krishnan

Want to find out how your FP&A function stacks up against the best in class? Take our FREE FP&A Assessment and get personalised insights. 👉 https://bit.ly/fpand-a-maturity-assessment ********************************************************************* In this episode of the FP&A Unboxed Podcas t, host Tejas Parikh is joined by Raghuram (Raghu) Krishnan , Senior Director, Financial Planning & Analysis and Site Council Chair at Adobe , a seasoned finance leader with over a decade...

Jun 01, 202645 minSeason 1Ep. 20

Excel vs AI Confusion for Finance Pros to Make Better Decisions Using Simple Models - Carl Seidman

Want to find out how your FP&A function stacks up against the best in class? Take our FREE FP&A Assessment and get personalised insights. 👉 https://bit.ly/fp-and-a-maturity-assessment ------------------------------------------------------------------ In this episode of the FP&A Unboxed Podcast , host Tejas Parikh is joined by Carl Seidman , a renowned expert in financial modeling and business strategy. Carl is the founder of Seidman Financial , where he works with clients to enhance...

May 25, 202651 minSeason 1Ep. 19

How Finance Pros Influence Decisions Using Storytelling and Better Questions with Soufyan Hamid

Want to find out how your FP&A function stacks up against the best in class? Take our FREE FP&A Assessment and get personalised insights. 👉 https://bit.ly/fpand-a-maturity-assessment ********************************************************************** In this episode of the FP&A Unboxed Podcast , host Tejas Parikh is joined by Soufyan Hamid , a global expert in storytelling and finance business partnering with over 17 years of experience. Soufyan is the founder of The Finance Circ...

May 18, 202647 minSeason 1Ep. 18

How FP&A Fails Forecasting Due to Poor Communication and Overreliance on Technology with Gary Simon

Want to find out how your FP&A function stacks up against the best in class? Take our FREE FP&A Assessment and get personalised insights. 👉 https://bit.ly/fpand-a-maturity-assessment ********************************************************************** In this insightful episode of the FP&A Unboxed Podcast , host Tejas Parikh is joined by Gary Simon , the Chief Executive of FSN Publishing Ltd. and Leader of the Modern Finance Forum for CFOs on LinkedIn, with over 60,000 senior fina...

May 13, 202646 minSeason 1Ep. 17

FP&A Mindset for Accountants to Avoid Failure & Thrive with AI & Influence with Dhawal Parvatikar

Want to find out how your FP&A function stack up against the best in class? Take our FREE FP&A Assessment and get personalized insights. 👉 https://bit.ly/fpand-a-maturity-assessment In this powerful episode of the FP&A Unboxed Podcast, host Tejas Parikh is joined by Dhawal Parvatikar, co-founder of the FP&A Professional Institute and an experienced CFO and finance mentor with nearly two decades of leadership across India and the Middle East. Dhawal shares his personal journey fr...

Sep 15, 202542 minSeason 1Ep. 16

FP&A in Crypto for Finance Leaders to Drive Turnarounds and Influence Boards with Alwyn and Megan

Want to find out how your FP&A function stack up against the best in class? Take our FREE FP&A Assessment and get personalized insights. 👉 https://bit.ly/fpand-a-maturity-assessment In this insightful episode of the FP&A Unboxed Podcast, host Tejas Parikh is joined by two dynamic finance leaders: Alwyn Jones, CFO at Luno, and Megan Walbyoff, soon-to-be maternity leave-taker and Commercial Finance Director at Luno. Together, they explore the challenges and opportunities in FP&A w...

Sep 01, 202555 minSeason 1Ep. 15

The Finance Transformation for CFOs to Replace Excel with Aimplan and Power BI with Manoj Jain

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to Power BI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this insightful episode of the FP&A Unboxed Podcast, host Tejas Parikh chats with Manoj Jain, Head of Finance at The Marbrook Centre & Ardale care homes group, an experienced finance professional and business leader. Manoj shares his experiences as a CFO, especially after implementing Power BI and Aimplan ...

Jul 28, 202528 minSeason 1Ep. 14

The Forecasting Strategy for SME CFOs to Replace Flawed Models with Targeted Realism – Gemma Doran

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to Power BI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this insightful episode of FP&A Unboxed Podcast , host Tejas Parikh sits down with Gemma Doran, Portfolio Chief Finance Officer at The CFO Centre UK who specializes in the leisure and hospitality sectors, treasury management, and fundraising. With extensive experience scaling SMEs and startups, Gemma unpacks t...

Jul 21, 202533 minSeason 1Ep. 13

Excel Addiction in Finance for CFOs to Avoid EPM Failure and Adopt Power BI with Erik Lidman

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to Power BI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this powerful episode of FP&A Unboxed Podcast , host Tejas Parikh speaks with Erik Lidman, Founder and CEO at Aimplan - Extending Power BI and Fabric with Operational and Financial Planning, Budgeting and Forecasting. With 29 years of experience in the CPM space, Erik shares his journey from consulting to foun...

Jul 07, 202549 minSeason 1Ep. 12

The Leadership Shift in Startup Finance for CFOs to Replace Roles and Build Influence with Alysha Randall

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this dynamic episode of FP&A Unboxed Podcast, host Tejas Parikh chats with Alysha Randall, Founder & CEO of Fast Growth Consulting Limited, Author of the Book: Financial Leadership Fundamentals: How to become a CFO in a startup or scaleup, Founder & Finance Professional Trainer at Financial Leadership F...

Jun 30, 202545 minSeason 1Ep. 11

How Finance Analysts Can Solve Excel Chaos Build Authority and Launch a Business with Paul Barnhurst

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this engaging episode of the FP&A Unboxed Podcast, host Tejas Parikh sits down with Paul Barnhurst, the Founder of The FP&A Guy, Co-Founder of Plan Buddies, Podcast Host of Financial Modeler's Corner and FP&A Tomorrow and Co-Host of Future Finance. Paul shares his fascinating career journey from governm...

Jun 23, 202556 minSeason 1Ep. 10

Sports CFO Playbook to Transform Budgeting with Vienna and Lead Global Expansion with Dan Crumb

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this episode of FP&A Unboxed Podcast, host Tejas Parikh chats with Dan Crumb, Chief Financial Office at Kansas City Chiefs from 15 years. Dan shares his unique journey into sports finance, highlighting the distinct challenges of forecasting and budgeting for a major sports franchise, including handling variable...

Jun 16, 202544 minSeason 1Ep. 9

How Finance Leaders in Small Firms Master Forecasting & Speed to Replace Accuracy - Duke Heninger

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this insightful episode of the FP&A Unboxed Podcast, host Tejas Parikh speaks with Duke Heninger, CPA, Partner at Amplēo and creator of CFO systems. Duke brings years of experience in helping CFOs and organizations improve their financial strategy and decision-making processes. He shares his journey from accoun...

Jun 09, 202552 minSeason 1Ep. 8

The FP&A Playbook for PE Exits to Align Forecasts, Systems, and Strategy with Deepak Hooda

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/powerbi-financial-ananlysis-training In this insightful episode of the FP&A Unboxed Podcast, host Tejas Parikh speaks with Deepak Hooda, a Commercial Finance Director with a history in Private Equity Specializing in Multiple PE Exits and M&A. Deepak brings over a decade of experience in the M&A and exit environment, offering unique perspective...

Jun 02, 202544 minSeason 1Ep. 7

Strategic FP&A for CFOs to Transform Decision-Making and Predict Retention with Kevin Flaming

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this episode of the FP&A Unboxed Podcast, host Tejas Parikh speaks with Kevin Flaming, Chief Financial Officer at Elder HQ, a role he has held for nearly six years. Kevin shares his unique journey from auditor and accountant to CFO, highlighting his passion for using finance as a strategic partner to drive busi...

May 26, 202554 minSeason 1Ep. 6

The FP&A Blueprint for Leaders to Build From Scratch in PE Spin-Offs with Gowthaman Balendra

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this episode of the FP&A Unboxed Podcast, host Tejas Parikh speaks with Gowthaman Balendra, the Head of FP&A at Verian Group. With over 7 years of experience in senior finance roles, Gowthaman shares his journey from a senior finance manager to heading the FP&A function at a fast-paced, private equity-b...

May 19, 202556 minSeason 1Ep. 5

Soft Skills for FP&A Experts to Master Business Influence & Love Mondays with Ron Monteiro

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this episode of the FP&A Unboxed Podcast, host Tejas Parikh from Akshar Business Consulting Ltd speaks with Ron Monteiro, CPA, CMA Speaker, Facilitator, and Coach at Clear Concept Inc., and Founder of KiCT and has over 15 years of experience in senior finance roles. He’s worked at Kraft Foods, Campbell Soup, an...

May 12, 202532 minSeason 1Ep. 4

FP&A Evolution for Finance Pros to Replace Excel & Reporting with Predictive Tech and EQ - Andy Cox

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training __________________________________________________ In this episode of the FP&A Unboxed Podcast , host Tejas Parikh from Akshar Business Consulting Ltd speaks with Andy Cox, the founder of Optimum Value Limited. They discuss the evolution of finance business partnering, particularly in the context of rapidly changi...

May 05, 202548 minSeason 1Ep. 3

The Back Office is Broken: Daniel Paik on the $10M Fix Hiding in Plain Sight

Get out of Excel Hell and enhance your financial analytics skills with our FREE Introduction to PowerBI for Financial Analysis: https://bit.ly/power-bi-financial-ananlysis-training In this episode of the FP&A Unboxed Podcast , host Tejas Parikh speaks with Daniel Paik, a former CFO and the founder of CuroWork. They discuss how back-office teams, including finance, can transform from cost centers into value creators, and how leveraging data and strategic initiatives can help drive business gr...

Apr 28, 202559 minSeason 1Ep. 2

The Four Pillars Every CFO Needs (and why FP&A is THE Growth Engine) with Steve Rosvold

Tejas Parikh and Steve Rosvold explore the transformation of finance roles, emphasizing FP&A's shift from mere reporting to a critical strategic function. Steve shares insights from CFO.University's "four pillars" (accounting, finance/FP&A, treasury, leadership) for CFO success and offers a compelling story of a controller's impact. The discussion also covers vital skills like communication, curiosity, and the importance of data-driven decision-making, preparing finance professionals for a more integrated, forward-looking future.

Apr 21, 202553 minEp. 1

New Episode Coming Soon

Hosted by Tejas Parikh , FP&A Unboxed is your go-to podcast for mastering Financial Planning & Analysis (FP&A) with Excel . Each episode unpacks real-world challenges, best practices, and expert insights into financial strategy, budgeting, and forecasting. Tejas and his expert guests—CFOs, FP&A leaders, and finance professionals—share actionable advice to help you streamline reporting, optimize financial processes, and leverage Excel like a pro. Whether you're looking to enhance ...

Mar 14, 202541 sec
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