Financial Planning & Analysis and Performance Management
- 6h 57m
- Jack Alexander
- John Wiley & Sons (US)
- 2018
Critical insights for savvy financial analysts
Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application.
Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce—until now. This book provides real-world guidance for analysts ready to:
- Assess performance of FP&A function and develop improvement program
- Improve planning and forecasting with new and provocative thinking
- Step up your game with leading edge analytical tools and practical solutions
- Plan, analyze and improve critical business and value drivers
- Build analytical capability and effective presentation of financial information
- Effectively evaluate capital investments in uncertain times
The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.
About the Author
Jack is an experienced CFO and operating executive turned consultant, author, lecturer and entrepreneur. As the founder of Jack Alexander & Associates, LLC, he provides advice to businesses across a wide range of financial and operating areas, with a focus and passion on Financial Planning & Analysis (FP&A) and Business Performance Management (BPM). The firm also offers customized training and workshops on FP&A. He is a frequent speaker on FP&A and BPM.
Prior to founding the consulting practice, Jack served as CFO of EG&G Inc. (renamed PerkinElmer), a global $2.5B technology and services company with over 40 operating units and also as CFO with Mercury Computer Systems. He was previously employed by General Refractories and Coopers & Lybrand.
Jack was a Senior Lecturer in Babson College’s MBA program and School of Executive Education. He is a CPA and earned an MBA from Rider University and a BS from Indiana University of Pennsylvania.
He is the author of "Performance Dashboards and Analysis for Value Creation", Wiley, 2006 and "Financial Planning and Analysis and Performance Management," Wiley, 2018.
In this Book
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About the Website
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Financial Planning & Analysis and Business Performance Management
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Fundamentals of Finance
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Key Analytical Tools and Concepts
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Developing Predictive and Analytical Models
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Building Analytical Capability
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Communicating and Presenting Financial Information
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Business Performance Management
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Dashboards and Key Performance Indicators
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Institutionalizing Performance Management
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Measuring and Driving What's Important—Innovation, Agility, and Human Capital
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The External View—Benchmarking Performance and Competitive Analysis
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Business Projections and Plans—Introduction and Best Practices
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Budgets, Operating Plans, and Forecasts
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Long-Term Projections
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Revenue and Gross Margins
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Operating Expenses and Effectiveness
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Capital Management and Cash Flow—Working Capital
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Capital Management and Cash Flow—Long-Term Assets
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Risk, Uncertainty, and the Cost of Capital
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Capital Investment Decisions—Introduction and Key Concepts
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Capital Investment Decisions—Advanced Topics
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Business Valuation and Value Drivers
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Analysis of Mergers and Acquisitions
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Summary and Where to from Here?
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Glossary
