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FP&A Mindset for Accountants to Avoid Failure & Thrive with AI & Influence with Dhawal Parvatikar
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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
“Reverse engineer your reports with the stakeholder in mind.” – Dhawal Parvatikar
“Relationships and business sense beat tools every time.” – Dhawal Parvatikar
“AI will reduce manual work, but the sense check will always be your responsibility.” – Dhawal Parvatikar
Key Timestamps
00:17 – Coming up next & Call to Action
01:42 – Introduction to guest – Dhawal Parvatikar
02:56 – Career beginnings & FP&A learning curve
05:36 – Audit to FP&A: Key mindset and skill shifts
07:40 – Navigating cross-cultural and multi-entity challenges
11:28 – Real-life automation wins and ROI
16:05 – Influence at the executive level: Less is more
20:07 – Two must-have skills for modern FP&A professionals
22:51 – Founding FP&A Professional Institute
32:17 – The future of FP&A: AI, lean teams & new certifications
33:26 – Advice for FP&A beginners and career movers
36:20 – What finance often gets wrong in cross-functional relationships
40:32 – Final thoughts: Business acumen + tech = future-proof
FOLLOW OUR GUEST DHAWAL PARVATIKAR ON:
LinkedIn: https://www.linkedin.com/in/dhawal-parvatikar-520b771a/
FP&A Professionals Institute https://www.linkedin.com/company/fpa-professionals/
FOLLOW OUR HOST TEJAS PARIKH ON:
LinkedIn: https://www.linkedin.com/in/tejasparikh/
Website: https://aksharconsulting.co.uk/
FOLLOW FP&A UNBOXED PODCAST ON:
Website: https://aksharconsulting.com/
LinkedIn: https://www.linkedin.com/company/aksharconsultingltd/
Instagram: https://www.instagram.com/aksharbusinessconsulting
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