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FP&A Unboxed

Tejas Parikh
FP&A Unboxed
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  • 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-trainingIn 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 accounting to strategic finance, highlighting how FP&A can drive organizational success through data-driven insights and business partnering.Duke discusses the importance of speed over precision in smaller companies, the evolution of the CFO role, and how FP&A professionals can shift from traditional accounting functions to becoming strategic business partners. This episode provides actionable tips for CFOs and finance professionals on building effective teams, embracing technology, and making impactful business decisions.Key TakeawaysSpeed vs. Accuracy in Small Business: How prioritizing speed over absolute accuracy can benefit smaller organizations.Evolving CFO Role: The transition from traditional accounting to a strategic finance role, focusing on business growth.Building Effective Teams: The importance of having the right people, processes, and technology to elevate the CFO role.AI in Finance: How AI is transforming finance functions, especially in small businesses, and enhancing productivity.Business Partnering: The value of communication and understanding the business to become a true finance partner.Noteworthy Quotes "Speed is better than accuracy, especially in small businesses where decisions must be made quickly." – Duke Heninger"The role of FP&A is evolving, and we must embrace technology to help drive better decision-making." – Duke Heninger"In smaller businesses, you need to balance the technical side with a deep understanding of business operations." – Duke Heninger"AI won’t take your job, but it will change your job for the better if you embrace it." – Duke Heninger"To be a true business partner, you must understand not only the numbers but also what drives those numbers." – Duke HeningerKey Timestamps[00:00:00] Coming up next & Call to Action[00:01:17] Introduction to Duke Heninger and his career journey[00:04:53] Biggest Breakthrough is Forecasting and Cash Forecasting[00:07:01] How CFOs evolve from accounting to strategic leadership[00:12:30] Building the right team with people, processes, and technology[00:17:45] The impact of AI on finance and business decisions[00:22:00] How to become a true business partner in finance[00:27:00] Leveraging technology to improve business performance[00:47:21] The future of FP&A and its growing importance in smaller businesses[00:50:42] Closing thoughts: Elevating finance to add value to the organizationFOLLOW OUR GUEST DUKE HENINGER ON:LinkedIn: https://www.linkedin.com/in/dukeheninger/Company (CFO System): https://www.cfosystem.com/Company (Amplēo): https://ampleo.com/Instagram: https://www.instagram.com/dukeheninger/FOLLOW OUR HOST TEJAS PARIKH ON:LinkedIn:
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  • 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-trainingIn 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 perspectives on the financial, operational, and strategic elements crucial for a successful business exit. He shares his expertise on preparing businesses for sale, the importance of telling a compelling business story, and the critical role FP&A plays in supporting decision-making. Deepak also discusses the need for system maturity, effective governance, and incentivizing teams during the exit process. This episode is packed with practical advice for finance leaders navigating exits and M&A, emphasizing the importance of a well-prepared business and strong communication between teams and stakeholders.Key TakeawaysStorytelling in Exits: A compelling business story can make or break a transaction, even in challenging times.Aligning KPIs: Understanding headcount, costs, and performance helps craft a convincing growth narrative during exits.Technical Competency: Knowing accounting standards and revenue recognition is critical for preparing for a successful exit.System Maturity: Relying on Excel models during exit signals risk; robust systems ensure smoother transitions.Team Incentives: Rewarding teams, even if the exit doesn’t go as planned, maintains morale and prepares for future opportunities.Financial Cycles & Reforecasting: Flexible forecasting is vital for aligning with buyer expectations and adjusting during the exit process.Noteworthy Quotes "The story is the first thing; without a compelling story, no one will buy your business." – Deepak Hooda"Having a solid financial and operational story, even after a tough period, can greatly aid in securing a successful exit." – Deepak Hooda"In M&A, transparency is key. If you're transparent about your challenges and improvements, buyers are more likely to trust your business." – Deepak Hooda"If your systems aren't up to date and you're relying on Excel, you're sending a red flag to potential buyers." – Deepak Hooda"Team incentives are critical; they keep everyone motivated through a tough exit process." – Deepak HoodaKey Timestamps[00:00:00] Coming up next & Call to Action[00:05:17] Deepak’s Journey in Commercial Finance & Private Equity[00:07:10] The Role of FP&A in M&A & Exit Strategy[00:09:43] Telling a Compelling Story for Buyers[00:11:00] Balancing Transparency and Optimism in Storytelling[00:13:30] Measuring Influence and KPIs during Exit Planning[00:17:12] The Importance of Understanding Complex Revenue Streams[00:19:40] Creating a Robust Financial Cycle & Reforecasting[00:22:24] System Maturity & Leveraging Technology in Exit Preparation[00:27:15] Linking Staff Costs to Business Strategy[00:30:23] Team Structure & Mindset During an Exit Process[00:35:25] The Importance of Incentives & Recognition During the Exit Process[00:39:12] Preparing Your Team for Future ExitsFOLLOW OUR GUEST DEEPAK HOODA ON:LinkedIn: https://www.linkedin.com/in/deepakhooda/?originalSubdomain=ukFOLLOW OUR HOST TEJAS PARIKH ON:LinkedIn:
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About FP&A Unboxed

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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