FP&A Today

Aarish Shah: What I learned from two decades operating as CEO or CFO

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Aarish Shah is Founder of EmergeONE a Fractional CFO firm for venture backed UK tech startups and scaleups (from Seed to Series B). He has spent close to two decades operating as a CEO or CFO, and now specializes in helping startups understand and act powerfully on their numbers.  In this episode, Aarish shares his insights on financial planning and analysis (FP&A) in startups and the fundamental lessons he has learned in his career. 

  • His “worst budget ever” when one of his factories burnt down in Papua New Guinea
  • Who he would most like to meet
  • His Nothing Ventured podcast and key lessons talking to players in the venture ecosystem
  • Why he likes the constant “challenges” of Series B startups over other stage companies
  • The difference between "building" the playbook and "running" the playbook in startups
  • How to consider your finance tech stack scales pre-seed to Exit 
  • How FP&A should consider their tech stack
  • Why you need to spending your money at pre-seed 
  • Investing in early stage businesses in the UK
  • How do we go about creating a budget and forecast for a startup?
  • Key metrics I use to analyze startups 
  • How startups can cope with the drying up of cheap capital
  • How to get your CFO to say yes 
  • Favorite Excel function
  • How AI understanding is the one skill every FP&A practitioner needs 

    • Episode links:

    Nothing Ventured Podcast

    EmergeOne Fractional CFOs

    [email protected] (to contact Aarish)

    FP&A Today is brought to you by Datarails,the AI-powered financial planning and analysis platform.  Keep your own Excel financial models and spreadsheets and benefit from AI for data consolidation, reporting and planning.

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