Book description
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.
Table of contents
- COVER
- PREFACE
- ABOUT THE WEBSITE
- 1 FINANCIAL PLANNING & ANALYSIS AND BUSINESS PERFORMANCE MANAGEMENT
- Part One: Fundamentals and Key FP&A Capabilities
- Part Two: Performance Management
- Part Three: Business Projections and Plans
-
Part Four: 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
-
18 CAPITAL MANAGEMENT AND CASH FLOW
- CAPITAL INTENSITY
- TOOLS FOR IMPROVING THE MANAGEMENT OF LONG‐TERM CAPITAL
- PROJECTING CAPITAL INVESTMENTS AND DEPRECIATION
- KEY PERFORMANCE INDICATORS FOR CAPITAL INTENSITY
- INTANGIBLE ASSETS
- KEY PERFORMANCE INDICATORS: GOODWILL AND INTANGIBLE ASSETS
- EXCESS CASH BALANCES
- LONG‐TERM CAPITAL DASHBOARD
- SUMMARY
- 19 RISK, UNCERTAINTY, AND THE COST OF CAPITAL
-
Part Five: Valuation and Capital Investment Decisions
- 20 CAPITAL INVESTMENT DECISIONS
- 21 CAPITAL INVESTMENT DECISIONS
-
22 BUSINESS VALUATION AND VALUE DRIVERS
- ESTIMATING THE VALUE OF A BUSINESS BY DISCOUNTING FUTURE CASH FLOWS
- ESTIMATING THE VALUE OF FIRMS BY USING THE VALUATION OF SIMILAR FIRMS: MULTIPLES OF REVENUES, EARNINGS, AND RELATED MEASURES
- BUILDING SHAREHOLDER VALUE IN A MULTIPLES FRAMEWORK
- INTEGRATED VALUATION SUMMARY FOR ROBERTS MANUFACTURING COMPANY
- VALUE DRIVERS
- SUMMARY
- NOTE
- 23 ANALYSIS OF MERGERS AND ACQUISITIONS
- Part Six: Summary
- GLOSSARY
- ACKNOWLEDGMENTS
- ABOUT THE AUTHOR
- INDEX
- END USER LICENSE AGREEMENT
Product information
- Title: Financial Planning & Analysis and Performance Management
- Author(s):
- Release date: June 2018
- Publisher(s): Wiley
- ISBN: 9781119491484
You might also like
book
Financial Management
Financial Management introduces students to the fundamental tools and concepts of corporate finance by explaining the …
book
The Financial Times Essential Guide to Budgeting and Forecasting
Gain the knowledge and confidence you need to build and manage budgets and forecast financial information. …
book
A Manager's Guide to Financial Analysis
Financial analysis is the key to smarter business decisions. It helps companies chart the best course …
book
Financial Statement Analysis
This book presents financial statements as a set of dynamic instruments that can be used for …