Tejas Parikh - Become a Finance ‘Doctor’ to Identify Your Pain and Stop Killing Time | Ep.026

Tech for Finance

Episode - 026: Where we learn from Tejas Parikh, a seasoned finance consultant and transformation specialist, about the art of finance transformation and the power of effective planning. Tejas, with his unique approach akin to a doctor, identifies the pain points in finance operations with a view to stop teams from killing time on non-value adding tasks. Drawing from his experiences at companies like GE Healthcare, Vodafone, Vanquis, Currys, Unilever, and Yo Sushi, he shares insights on the importance of preparation in forecasting cycles, the role of tools like Power BI in his work, and the need to minimize disruption to operations for finance requirements.

In this engaging conversation, Tejas introduces us to the STAR (Situation, Task, Action, Result) framework, a powerful tool for storytelling in the finance world. He uses this framework to explain how he transformed complex budgeting processes into smooth, efficient operations. This episode is a must-listen for anyone interested in finance transformation, business intelligence, and the intersection of finance and technology. Tune in to learn from Tejas's experiences and gain valuable insights into the world of finance transformation.

## Show Notes

Where to find Tejas

- https://www.linkedin.com/in/tejasparikh/

Resources Mentioned

1. Power BI: A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities. URL: **[www.powerbi.microsoft.com](http://www.powerbi.microsoft.com/)**

2. Anaplan: A cloud-based planning software for finance, sales, and supply chain operations. URL: **[www.anaplan.com](http://www.anaplan.com/)**

3. Access Database: A database management system from Microsoft that combines the relational Microsoft Jet Database Engine with a graphical user interface and software-development tools. URL: **[www.microsoft.com/en-us/microsoft-365/access](http://www.microsoft.com/en-us/microsoft-365/access)**

4. Pivot Tables: A data summarization tool used in spreadsheet programs like Microsoft Excel. URL: [support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576](http://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576)

5. WhatsApp: A popular messaging app used for personal and professional communication. URL: **[www.whatsapp.com](http://www.whatsapp.com/)**

6. Gartner Peer Community: A platform for like-minded professionals to connect, share ideas, and learn from industry leaders. URL: **[www.gartner.com/en/peer-insights](http://www.gartner.com/en/peer-insights)**

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