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Financial Planning & Analysis and Performance Management

Financial Planning & Analysis and Performance Management

Jack Alexander

ISBN: 978-1-119-49148-4

Jun 2018

664 pages




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.

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About the Companion website

1. Introduction to Financial Planning & Analysis and Performance Management

Part I: Fundamentals and Key FP&A Capabilities

2. Fundamentals of Finance

3. Key Analytical Tools and Concepts

4. Developing Predictive and Analytical Models

5. Building Analytical Capability

6. Presenting and Communicating Financial Information

Part II: Performance Management

7. Business Performance Management

8. Dashboards and Key Performance Indicators

9. Institutionalizing Performance Management

10. Measuring and Driving What’s Important: Innovation, Agility, and Human Capital

11. The External View: Benchmarking Performance and Competitive Analysis

Part III: Business Projections and Plans

12. Business Projections and Plans: Introduction and Best Practices

13. Budgets, Operating Plans, and Forecasts

14. Long-term Projections

Part IV: Planning and Analysis for Critical Business and Value Drivers

15. Revenue and Gross Margins

16. Operating Expenses and Effectiveness

17. Capital Management and Cash Flow: Working Capital

18. Capital Management and Cash Flow: Capital Assets

19. Risk, Uncertainty, and the Cost of Capital

Part V: Valuation and Capital Investment Decisions

20. Capital Investment Decisions: Introduction and Key Concepts

21. Capital Investment Decisions: Advanced Topics

22. Business Valuation and Value Drivers

23. Analysis of Mergers and Acquisitions

24. Summary and Where to from Here?


About the Author