Financial Management Partner in Driving Performance and Value
Produktdetaljer
Biografisk notat
JACK ALEXANDER is a veteran Chief Financial Officer, financial management consultant, author, and lecturer. He advises businesses on strategic planning, value creation, mergers and acquisitions, financial planning and analysis, and more. He is a frequent keynote speaker on business performance management and financial leadership.
A comprehensive and insightful approach enabling finance mangers to contribute to business performance and valuation
In Financial Management: Partner in Driving Performance and Value, experienced financial executive and consultant Jack Alexander delivers a fresh, new take on improving performance and creating shareholder value for CFOs, controllers, C-suite executives, and FP&A professionals. In the book, you’ll learn about best practices in operational and strategic planning, forecasting, enterprise performance management, business valuation, capital investment, mergers and acquisitions, developing finance talent, supporting growth, and more. Frameworks for dealing with the pace of change and level of uncertainty in today’s environment are also provided, including scenario planning, business agility and monitoring external forces. The book provides actionable insights and practical tools for finance professionals to contribute as trusted advisors and business partners.
The author offers free access to financial models in Microsoft Excel and PowerPoint templates on the accompanying website, as well as:
- Expanded and enhanced content from the author’s widely read previous works
- Models, illustrations, examples, and dashboards
- Anecdotes and stories drawn from the author’s 45-year-long career in financial leadership
Perfect for CFOs, controllers, financial executives, financial planning and analysis professionals, and accounting managers, Financial Management is also the ideal desk reference for treasurers, strategic planners, Certified Public Accountants, and equity research analysts. It’s an essential and timely resource for financial leaders everywhere.
Preface
1. Partner in Driving Performance and Value
I. Fundamentals and Key Partner Capabilities
2. The Fundamentals of Finance and Financial Statement Analysis
3. Skills, Knowledge and Attributes for Financial Business Partners
4. Developing Predictive and Analytical Models
5. Presenting and Communicating Business Information
II. Financial Leadership in the 21st Century
6. Essential Ingredients for Value Creation: Growth and ROIC
7. Managing Hunan Capital and Building a High-Performance Finance Team
8. Strategic Analysis and Planning
9. The Role of Finance in Supporting Growth
10. The External View: Markets, Competitors, Economic and Geo-political Forces
11. Course Corrections: Business Transformations and Restructurings
12. Leveraging and Promoting Technology Investments
13. Scenario Analysis and Planning
14. Adaptability: Innovation Agility & Resilience
III. Enterprise Performance Management (EPM)
15. Enterprise Performance Management and Execution
16. Dashboards and Key Performance Indicators
17. Institutionalizing Performance Management
18. Benchmarking Performance
IV. Business Projections and Plans
19. Business Projections and Plans, Introduction and Best Practices
20. Budgets, Operating Plans and Forecasts
21. Long-term Projections
V. Planning and Analysis for Critical Business and Value Drivers
22. Revenue and Gross Margins
23. Operating Efficiency: Costs and Expenses
24. Capital Management and Cash Flow - Working Capital
25. Capital Management and Cash Flow - Capital Assets
26. Risk and the Cost of Capital
27. Capital Structure and Financial Leverage
VI. Valuation and Capital Investment Decisions
28. Capital Investment Decisions - Introduction and Key Concepts
29. Capital Investment Decisions – Advanced Topics
30. Business Valuation and Value Drivers
31. Analysis of Mergers and Acquisitions
VII. Summary
32. Summary and Where to From Here?
Supplemental Information
Glossary
References
Acknowledgments
About the Author
About the Website
Index
PRAISE FOR
FINANCIAL MANAGEMENT
“The finance profession is at a crossroads and Jack Alexander is standing at the signposts, pointing toward a path where they can transform themselves to a value-adding partner. With the right support, technology, and mindset—the humble finance team can emerge as a powerful catalyst for performance improvements and value creation. A book that is worth its weight in gold.”
—DANIELE TEDESCO, CEO, Apliqo
“I have witnessed firsthand Alexander's partnership-driven approach and framework-driven concepts enhance firm profitability, and ultimately value. This comprehensive book is a must-read, and reference for finance executives and FP&A teams.”
— WILLIAM W. BENTON, CFA, Investment Analyst, Partner, William Blair Investment Management, LLC
“An excellent resource for the finance professional aiming to add value to the business as a trusted advisor. In addition to providing the right level of depth on both core fundamentals and advanced topics, the book’s emphasis on the intangibles required to effectively serve the business in the ever-changing environment of the 21st century makes this a timely and worthwhile read.”
—MICHAEL ROSSI, MBA, CFO, Healthcare/Life Science
“Jack Alexander’s latest insight leads us beyond the traditional drivers of business performance to an evolving 21st century environment, requiring new approaches to succeed as an effective business partner. This book delineates the potential partnership with business leaders to help achieve organizational goals, drive performance and maximize shareholder value. A must-read for financial and business leaders.”
—JOE HARTNETT, CEO, Single Digits Inc.
“Financial Management is a go-to guide for CFOs to drive performance and create shareholder value. These techniques can elevate a CFO from gatekeeper to strategic partner to the CEO. The tools are based on decades of experience and sound financial principles.”
— JENNIFER BETHEL, PHD, Professor Emeritus, Past Chair of the Finance Department, Babson College
“Financial Management is an exceptional reference for all finance professionals, providing a comprehensive guide and invaluable insights from a successful career CFO and executive advisor. The companion website really sets this text apart, offering practical tools to drive growth, profitability and value and elevates finance professionals to the level of trusted business partners.”
—LAURA J. GOEDKEN, CFO, SaaS and Services
Financial managers are under intense pressure to step up their game and find new sources of shareholder value as the current business environment presents new challenges and obstacles to businesses in all industries. But where is a practicing or aspiring financial leader to turn for guidance in a post-COVID-19 world?
In Financial Management: Partner in Driving Performance and Value, experienced Chief Financial Officer and financial management consultant Jack Alexander delivers a comprehensive, everyday resource for financial managers. Steering away from a more academic and theoretical approach, the author instead offers a highly practical and hands-on take on performance management, planning, forecasting, business valuation, mergers and acquisitions, capital investment, and more.
The book includes expanded content from the author’s previous widely read works—including Financial Planning & Analysis and Business Performance Management—and introduces new concepts that financial leaders need to survive in a post-COVID-19 world. You’ll also find new ways to contribute as a business partner in uncertain and rapidly changing times, like strategic planning, scenario management, developing agility, contributing to growth, leveraging technology, business transformations and developing talent.
Financial Management presents key areas of financial leadership that support performance improvement and value creation. It includes numerous financial models, graphics, illustrations, examples, and dashboards, offering an in-depth analysis of crucial elements of financial management focused on building shareholder value.
A supplementary website provides readers with access to financial models in Microsoft Excel and PowerPoint templates, and the book also delivers anecdotes and stories drawn from Alexander’s 45-year-long career in financial leadership.
Perfect for controllers, Chief Financial Officers, financial directors, financial analysts, and accounting managers, Financial Management is also an ideal desk resource for treasurers, strategic planners, equity research analysts, and Certified Public Accountants.
Produktdetaljer
Biografisk notat
JACK ALEXANDER is a veteran Chief Financial Officer, financial management consultant, author, and lecturer. He advises businesses on strategic planning, value creation, mergers and acquisitions, financial planning and analysis, and more. He is a frequent keynote speaker on business performance management and financial leadership.