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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The Audit Career Trap for Accountants to Break Into FP&A Using Transition Strategy with Asif Masani
Season 1 · Episode 21
Monday, June 8, 2026 • Duration 29:22
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 Asif Masani, a Finance Professional, Author, Educator, and Program Director at FP&A Professionals Institute. With experience spanning audit, banking, FP&A, and the EdTech industry, Asif has built a strong reputation for helping finance professionals transition into FP&A through practical learning, personal branding, and career-focused education.
Asif shares his journey from spending over three years in audit to discovering FP&A almost by accident, eventually moving into strategic finance and leadership roles across large corporations and mid-sized organisations. He reflects on the defining moments that shaped his career, the differences between working in large enterprises versus smaller companies, and why business partnering and strategic thinking are becoming increasingly important for finance professionals.
The discussion also explores practical advice for accountants and auditors looking to transition into FP&A, including the importance of mindset, financial modeling, data visualisation, and understanding how finance outputs drive business decisions. Asif further shares real-world examples of scenario analysis, pricing strategy insights, automation, and how finance teams can shift from operational execution to strategic influence.
This episode is essential for finance professionals looking to transition into FP&A, strengthen their strategic capabilities, and build long-term career resilience in a rapidly evolving finance landscape.
Key Takeaways
Transitioning from Audit to FP&A: Asif explains how dissatisfaction with audit work pushed him to explore new career paths, eventually leading him into FP&A despite initially knowing very little about the function.
Importance of Mindset: Successful transitions into FP&A begin with believing the move is possible. Professionals from accounting, audit, engineering, and even non-finance backgrounds can build successful FP&A careers.
Core Skills for FP&A: Financial modelling, data visualisation, and business understanding are identified as the three critical skills finance professionals should develop to become strong FP&A practitioners.
Large Companies vs Mid-Sized Organisations: Large organisations provide specialization and structure, while mid-sized companies offer broader ownership, greater business exposure, and more strategic responsibility.
Business Understanding Creates Value: Finance professionals must understand how reports and analysis are ultimately used by stakeholders in order to become true business partners rather than just report generators.
Strategic Impact Through Insights: Asif shares how identifying low conversion rates and misuse of financial aid programs in an edtech company led to pricing experiments and strategic business changes.
Automation Creates Strategic Capacity: Automating repetitive reporting, budgeting, and commentary tasks frees finance teams to spend more time on strategic initiatives and value-adding projects.
Building Personal Visibility Matters: Personal branding and visibility on platforms like LinkedIn not only create external opportunities but also improve visibility and influence within organisations.
Career Resilience in the AI Era: Asif highlights how increasing technological shifts and AI-driven productivity changes are making continuous upskilling and visibility more important than ever for finance professionals.
Noteworthy Quotes
“Mindset is the first thing. You have to convince yourself that transitioning into FP&A is possible.” – Asif Masani
“FP&A requires three key skills: financial modelling, data visualisation, and understanding the business.” – Asif Masani
“Most accounting professionals stop after sending the report. FP&A begins when you understand what decision the business will make using that report.” – Asif Masani
“Automation allows finance teams to free up time for more strategic and business-facing work.” – Asif Masani
“Your job is to provide insights and recommendations. The business may not act on all of them, and that’s completely normal.” – Asif Masani
“Visibility matters. Building your personal brand makes you more resilient in a changing job market.” – Asif Masani
Key Timestamps
00:00 – Introduction to guest – Asif Masani
06:10 – Differences between working in large corporations versus mid-sized organisations
07:22 – The inspiration behind Asif’s FP&A books and helping professionals transition careers
11:21 – Practical advice for accountants and auditors moving into FP&A
13:20 – Financial modelling, Power BI, and data visualisation as essential FP&A skills
16:06 – Real-world examples of scenario analysis and strategic business impact
21:53 – Pricing experiments and conversion insights from the edtech industry
23:15 – Shifting FP&A teams from operational reporting to strategic influence
27:04 – Importance of personal branding, visibility, and LinkedIn for finance professionals
FP&A Leaders Struggling with Low Impact to Become Strategic Decision-Makers with Raghuram Krishnan
Season 1 · Episode 20
Monday, June 1, 2026 • Duration 44:45
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 Raghuram (Raghu) Krishnan, Senior Director, Financial Planning & Analysis and Site Council Chair at Adobe, a seasoned finance leader with over a decade of experience progressing from individual contributor roles to leading global finance operations. Raghu currently heads one of the most successful and high-performing teams within the CFO organisations, overseeing strategic initiatives, automation, and business partnering across multiple geographies.
Raghu shares his experience building a high-performing finance organisation that balances operational efficiency with strategic relevance. He discusses how technology, process optimization, and culture combine to create credibility and impact within the business. He also shares insights on developing people, fostering a partnering mindset, and using AI and predictive modelling to drive finance transformation.
This episode is essential for finance professionals and leaders looking to scale teams effectively, implement transformative processes, and become trusted strategic partners within their organisations.
Key Takeaways
Leadership and Vision: Setting a clear vision from the beginning is critical. Raghu emphasizes defining the purpose of your finance organisation beyond traditional shared services, aiming for a centre of excellence that adds real business value.
Building Credibility Through Value: Operational efficiency, accurate forecasting, and consistent delivery build credibility with business leaders. Trust and reliability in finance outputs make the organisation a strategic partner rather than just a reporting function.
Excel vs AI Confusion for Finance Pros to Make Better Decisions Using Simple Models - Carl Seidman
Season 1 · Episode 19
Monday, May 25, 2026 • Duration 50:30
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.
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 their financial modeling and analytics capabilities. With over two decades of experience in financial strategy, Carl has helped numerous companies transform their approach to budgeting, forecasting, and financial planning.
Throughout the episode, Carl dives deep into the importance of financial modeling in today's fast-paced business environment. He discusses how companies can leverage models to drive decision-making, improve forecasting accuracy, and create value from data. Carl also shares his insights on common mistakes businesses make when creating financial models and how to avoid them.
This episode is essential listening for finance professionals looking to enhance their financial modeling skills, adopt best practices, and integrate advanced analytics into their decision-making processes.
Key Takeaways
The Power of Financial Modeling: Financial models are critical tools that help businesses make data-driven decisions, predict future performance, and manage risk.
How Finance Pros Influence Decisions Using Storytelling and Better Questions with Soufyan Hamid
Season 1 · Episode 18
Monday, May 18, 2026 • Duration 47:19
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 Circle and creator of the Financial Storytelling Program, followed by over 400 finance professionals worldwide. He helps FP&A teams enhance their ability to communicate insights effectively, making finance relevant to business decision-making. With a large following of 82,000 on LinkedIn, Soufyan has become a leading voice in reshaping how finance professionals tell their stories.
Soufyan shares valuable insights on the importance of storytelling in finance, especially for FP&A professionals. He discusses how to shift from reporting numbers to influencing decisions and how finance leaders can align their work with business strategy. Additionally, he explains the practical application of his storytelling framework for effective communication in finance.
This episode is essential for finance professionals looking to elevate their communication skills, increase their strategic influence, and remain relevant in an ever-changing business environment.
Key Takeaways
The Importance of Communication in Finance: Finance professionals need to master the art of storytelling to make their insights accessible and impactful to non-financial stakeholders.
How FP&A Fails Forecasting Due to Poor Communication and Overreliance on Technology with Gary Simon
Season 1 · Episode 17
Wednesday, May 13, 2026 • Duration 45:52
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 finance members. Gary is also a sought-after thought leader, lecturer, and expert in financial systems and business strategy, and has authored multiple books on financial software and information systems.
Gary has a rich history of consulting at the highest levels, including as a senior partner at Deloitte, where he worked with large multinational companies, public sector organisations, and financial institutions. In this episode, he shares his expertise on the evolution of FP&A, the role of CFOs in today's fast-paced business world, and the transformative impact of technology on finance functions. He also provides practical insights for finance leaders looking to drive innovation and align finance with broader business strategy.
This episode is a must-listen for anyone in the finance world looking to stay ahead of industry changes, develop leadership skills, and improve business decision-making.
Key Takeaways
Transforming the CFO’s Role: Technology, automation, and data-driven decision-making are reshaping the CFO’s role.
Leading FP&A into the Future: The next wave of FP&A innovation lies in embracing AI and automation to streamline operations and deliver greater business value.
FP&A Mindset for Accountants to Avoid Failure & Thrive with AI & Influence with Dhawal Parvatikar
Season 1 · Episode 16
Monday, September 15, 2025 • Duration 41:54
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 from audit to FP&A leadership, offering actionable advice on adapting mindsets, building cross-functional relationships, and harnessing automation in finance.
With stories from Bharat Petroleum to building a 200+ CFO community and launching an FP&A certification, Dhawal unpacks what it truly means to be a strategic finance partner in today’s fast-changing, tech-enabled world.
This episode is a must-listen for any finance professional aiming to elevate their influence, credibility, and strategic value in the organization.
Key Takeaways
Shift from Audit to FP&A: Embrace continuous processes and focus on business decision-making over compliance.
Two Critical FP&A Skills: CFOs are looking for business acumen and relationship-building — not Excel formulas.
Automate to Elevate: Save time from manual reporting and reallocate effort toward analysis and strategic support.
Reverse Engineer Your Insights: Always start with what your stakeholders actually want — and deliver just that.
FP&A’s AI Future: Leaner teams with embedded AI will define the next phase of FP&A transformation.
Noteworthy Quotes
“Finance professionals need to start with solutions, not just say no.” – Dhawal Parvatikar
“You don’t need 10 analysts to scale — you need automation and sharper skills.” – Dhawal Parvatikar
FP&A in Crypto for Finance Leaders to Drive Turnarounds and Influence Boards with Alwyn and Megan
Season 1 · Episode 15
Monday, September 1, 2025 • Duration 54:50
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.
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 within the crypto and financial services industry, touching on how agility, data-driven decisions, and strategic forecasting play pivotal roles in shaping business outcomes.
The episode dives deep into how finance teams must adapt and collaborate across departments to maintain effective decision-making processes amidst fluctuating markets. From unit economics to the balance of commercial insights, this discussion provides valuable takeaways for finance professionals navigating an unpredictable business landscape.
Key Takeaways
Balance of Data and Intuition: In fast-moving industries like crypto, FP&A teams need to blend data analysis with business intuition for effective decisions.
Strategic Forecasting: Scenario planning and thoughtful forecasting are key to managing market volatility, knowing certainty is elusive.
Customer Unit Economics: Analyzing customer profitability helps drive strategic shifts and better decision-making, as seen with Luno.
Partnership with Business Teams: FP&A must collaborate with business leaders to align financial strategy with business goals.
Adapting to Change: Quick adjustments to forecasts and strategies are essential in fast-changing environments.
The Finance Transformation for CFOs to Replace Excel with Aimplan and Power BI with Manoj Jain
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 in his organization. The conversation dives deep into the challenges and transformations that come with upgrading financial systems and reporting processes, while highlighting the strategic role of finance in SMEs. Manoj discusses how targeted realism in forecasting, driver-based budgeting, and collaborative planning have reshaped financial decision-making in his company.
This episode is a must-listen for finance professionals looking to elevate their approach to forecasting, reporting, and strategic business planning.
Key Takeaways
Targeted Realism in Forecasting: Forecasts must strike a balance between ambition and defensibility through scenario planning and sensitivity analysis.
Collaboration Over Control: Successful financial models are co-created with business partners who understand the key drivers of performance.
Effective Communication: Finance professionals need to not only build models but also confidently communicate and challenge assumptions.
Cashflow Visibility: In SMEs, cashflow management is crucial, daily visibility and adaptable models are key to survival.
Invest in the Build Phase: Rushing through the build of a financial model compromises credibility. Strong foundations are essential to withstand investor scrutiny.
Noteworthy Quotes
"Your forecast is right for now. It’s not a crystal ball, it's a living, changing tool." – Manoj Jain
The Forecasting Strategy for SME CFOs to Replace Flawed Models with Targeted Realism – Gemma Doran
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 the art of balancing “targeted realism” in financial forecasting, how to structure cashflows that adapt in fast-paced environments, and the real value of immersive business understanding in FP&A.
Gemma shares practical advice on building flexible models, engaging stakeholders through collaborative driver-based budgeting, and how storytelling and communication are essential tools in the finance professional’s toolkit. Whether you’re a junior FP&A analyst or a seasoned CFO, this episode delivers tangible takeaways to elevate your forecasting and financial storytelling game.
Key Takeaways
Targeted Realism in Forecasting: Forecasts must reflect ambition while staying defensible through scenario planning and sensitivity analysis.
Collaboration Over Control: Driver-based models are only effective when co-created with business partners who understand the real levers of performance.
Communication is Crucial: Great analysts and CFOs must not only build models but also explain and challenge assumptions with confidence.
Cashflow Visibility is Everything: In SMEs, cashflow management is often hand-to-mouth, daily visibility and flexible models are key.
Invest Time in the Build Phase: Rushing a financial model compromises credibility, building strong foundations to withstand investor scrutiny.
Excel Addiction in Finance for CFOs to Avoid EPM Failure and Adopt Power BI with Erik Lidman
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 founding Aimplan and discusses how finance professionals can leverage technology, data, and AI for better decision making and business success.
Erik shares challenges of managing data in finance, the importance of selecting the right financial planning tool, and how platforms like Power BI can revolutionize the way organizations handle reporting, budgeting, and forecasting. He also offers practical advice for finance leaders on how to stay relevant as automation and AI continue to evolve the finance landscape.
Key Takeaways
Data Ownership & Integration: Owning your data warehouse and integrating it across systems like Power BI is crucial for future-proofing your finance operations.
Power BI for FP&A: Finance leaders should embrace tools like Power BI not just for analytics but for financial reporting and planning.
AI and Automation: As AI and automation shape the future of finance, finance professionals should focus on enhancing their data analysis skills rather than just administrative tasks.
Selecting the Right EPM Tool: Understand your requirements and business maturity before selecting a CPM tool, as not all tools fit every company’s needs.
Noteworthy Quotes
"Data ownership is key, if you don't own your data, you're putting your business at risk." – Erik Lidman
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People and Culture Matter: Attitude is paramount, followed by techno-functional skills and a partnering mindset. Raghu focuses on internal growth, coaching, and aligning the right people to the right roles to maximize impact.
Business Partnering is Key: Moving beyond reporting to become storytellers of the numbers allows finance teams to influence business decisions. Building strong relationships with business leaders and other functions (like tax and accounting) is critical to providing relevant insights.
Technology and Automation: Leveraging tools like Power BI, SQL, Python, and AI enhances productivity and enables teams to take on more work without increasing headcount. Automation complements human judgment, not replaces it.
Strategic Relevance vs Operational Efficiency: A high-performing finance team must balance both. Raghu uses zero-based budgeting, predictive modeling, and strategic initiatives to ensure finance remains relevant while running efficiently.
Future of FP&A: Upskilling and preparing teams to handle dynamic business environments is essential. AI and predictive modeling are seen as productivity enhancers rather than headcount reducers, allowing finance to focus on higher-value strategic work.
Noteworthy Quotes
"Most important is vision as a leader. Second is clarity around what are you trying to deliver for the organisation and what are you trying to solve for them." – Raghu Krishnan
"Focus on value, not headcount. Everything else is operational." – Raghu Krishnan
"Attitude is critical. Skills can be taught, but mindset is foundational." – Raghu Krishnan
"We want problem solvers, not gatekeepers. Finance should enable the business, not block it." – Raghu Krishnan
"If the business seeks your input, you’ve earned the right to be a true partner." – Raghu Krishnan
Key Timestamps
00:25 – Introduction to guest – Raghu Krishnan
07:12 – Impact of team inclusion in decision-making and evolution of operating model
10:39 – Standardization, technology adoption, and creating a techno-functional team
19:58 – Balancing strategic relevance with operational efficiency across geographies
25:08 – Hiring approach: internal growth, attitude, and partnering mindset
32:26 – Future of finance roles with AI, predictive modeling, and upskilling teams
36:24 – Importance of first 20 hires and leadership vision for team direction
Common Mistakes in Financial Modeling: Many companies overlook key assumptions and fail to account for uncertainty in their models, which can lead to inaccurate results.
Advanced Techniques in Financial Modeling: Carl explores advanced strategies such as Monte Carlo simulations and sensitivity analysis to enhance the robustness of financial models.
Aligning Finance with Business Goals: Financial models should not only serve as technical tools but also align with broader business strategies and objectives.
Practical Advice for Finance Professionals: Carl shares actionable tips for finance teams looking to improve their modeling skills and implement best practices across their organizations.
Noteworthy Quotes
"A financial model is only as good as the assumptions you put into it." – Carl Seidman
"When building models, it’s crucial to understand the business context and the drivers of success, not just the numbers." – Carl Seidman
"Financial modeling is about making better decisions, not about making perfect predictions."– Carl Seidman
"The most powerful models are those that are adaptable and flexible enough to handle real-world complexity."– Carl Seidman
"Finance should not just report the numbers; it should help shape the future of the business."– Carl Seidman
Key Timestamps
00:00 – Introduction to guest – Carl Seidman
02:24 – Carl’s background and journey into financial modeling
04:38 – The importance of financial modeling in business strategy
06:05 – Common mistakes in financial models and how to avoid them
14:43 – Advanced techniques for improving financial models
26:55 – Aligning financial models with business goals
28:48 – Practical advice for aspiring financial modelers
35:24 – The future of financial modeling and how to stay ahead
44:42 – Final thoughts: The evolving role of finance in decision-making
Mindset Shift for FP&A: Transitioning from just reporting numbers to understanding business needs and influencing decisions is critical for finance leaders.
Financial Storytelling Framework: Soufyan shares his "Three What" framework: What, So What, and Now What, as a practical tool to structure and communicate finance insights effectively.
Building Strategic Influence: To become a strategic partner in business, finance professionals must focus on understanding the business operations and communicating with the goal of influencing decision-making.
The Role of Storytelling Across Finance: Storytelling isn't just for FP&A but is crucial for all finance functions, including tax, accounting, and treasury, to engage their audience and add value.
Noteworthy Quotes
"Communication is not about speaking; it’s about understanding what's needed for others and putting yourself in their shoes." – Soufyan Hamid
"Finance is not a goal; it’s a tool to help decision-making." – Soufyan Hamid
"Storytelling is about filtering what to say and what not to say. It's about making your communication relevant and impactful." – Soufyan Hamid
"Finance professionals need to think about the future of the business, not just the numbers." – Soufyan Hamid
"The key differentiator in the future will be human skills, not technical expertise." – Soufyan Hamid
Key Timestamps
00:00 – Introduction to the guest – Soufyan Hamid
02:40 – The importance of communication in finance
04:39 – Shifting the mindset from accounting to business partnering
07:41 – The “curse of knowledge” in finance communication
11:18 – How FP&A professionals can better understand the business
20:11 – Real-life example: Using storytelling to pass a difficult budget approval
23:37 – Transitioning from auditing to FP&A and the challenges faced
28:17 – Why strong analysis is still the foundation of storytelling
31:40 – Why finance leaders still need storytelling in the AI era
38:55 – Asking better questions instead of just giving answers
Aligning Finance with Business Strategy: Finance leaders need to integrate finance functions with the wider business strategy to drive long-term success.
Building a High-Impact Finance Team: Success in today’s world requires building a finance team with a focus on innovation, collaboration, and continuous learning.
The Modern Finance Forum: Gary shares his experiences leading the Modern Finance Forum, where CFOs collaborate on best practices, insights, and future trends in finance.
Noteworthy Quotes
"The role of the CFO has evolved; it’s no longer just about reporting the numbers, it’s about strategic influence." – Gary Simon
"To truly transform FP&A, we need to think beyond automation and look at how AI can empower better decision-making." – Gary Simon
"A great finance leader isn’t just good with numbers—they need to understand the business and drive change." – Gary Simon
"It’s not enough for finance to just support the business; it needs to lead the business." – Gary Simon
"In a world full of change, the ability to learn continuously is one of the most important skills for any finance professional." – Gary Simon
Key Timestamps
00:00 – Coming up next & Call to Action
01:37 – Introduction to guest – Gary Simon
03:12 – Gary’s career journey and the evolution of the CFO role
04:50 – The digital transformation of the finance function
05:32 – The impact of AI and automation on FP&A
11:49 – How to build a high-performing finance team
19:00 – Aligning FP&A with business strategy for greater value
32:14 – Advice for aspiring CFOs and finance leaders
37:44 – How to stay ahead in an ever-evolving finance landscape
43:50 – Final thoughts: Leadership, technology, and strategy in finance
"Power BI is a game-changer for finance, it’s not just for dashboards, but for true financial reporting and forecasting." – Erik Lidman
"The future of FP&A is not just about finance, it's about integrating business data to drive decision-making across the entire organization." – Erik Lidman
"Automating your processes is important, but knowing the business and adding strategic value is what makes a great finance leader." – Erik Lidman
"If you can't explain the data and give real insights to the business, you’re just presenting numbers, not making an impact." – Erik Lidman
Key Timestamps
[00:00] Coming up next & Call to Action
[01:35] Introduction of guest - Erik Lidman
[07:05] The role of Power BI in transforming FP&A functions
[10:01] Leveraging Power BI for financial reporting, budgeting, and forecasting
[13:25] Understanding your data: From ERP to finance systems
[15:40] Why selecting the right EPM tool is critical for organizational growth
[19:00] The challenges of data quality and how to overcome them
[22:30] The evolving role of FP&A professionals with AI and automation
[28:43] How to get started with Power BI in finance
[33:00] The importance of requirement gathering in selecting the right financial tool
[37:30] The future of FP&A: Key trends and skills for finance leaders
[46:00] Closing thoughts and advice for aspiring FP&A professionals
