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
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.
