28 Nov 2025
53m

Power BI and a Creator Mindset Are Essential for FP&A Teams to Replace Excel with Rishi Sapra

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The FP&A Guy Network

In this episode of FP&A Unlocked, Paul Barnhurst interviews Rishi Sapra, a chartered accountant and Microsoft MVP, about the intersection of finance and business intelligence. Rishi shares his career transition from accounting to data and BI, emphasizing the importance of integrating technology into finance roles. They discuss the increasing demand for Power BI and Tableau skills in FP&A, the shift from consuming to creating technical solutions, and the essential skills for FP&A professionals, including Power Query, data modeling, and data visualization. Rishi advocates for structured, hands-on training with relevant datasets and ongoing coaching to effectively apply BI tools in finance. He also shares personal insights, including his passion for EdTech and content creation, and visualizes his life journey as a waterfall chart, highlighting both the ups and downs that have shaped his career.

Outlines

Part 1: Background and Transition

Part 2: BI Skills for FP&A

Part 3: Learning and Implementation

Part 4: Skills, Passions, and Future

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