Financial Planning & Analysis and Performance Management

ACKNOWLEDGMENTS

I have been blessed in many ways in my career and in life. In my professional career, I have been blessed to have exposure to a number of businesses and industries, work with and for great people, and observe and participate in business from several different perspectives. The experience gained as a division finance and general manager, controller and CFO, educator, small business owner, and consultant have all contributed to the development of the tools and insights incorporated into this book.

I was first introduced to performance measures in the mid‐1980s, primarily related to manufacturing and inventory management. Over time, the scope, depth, and use of performance measures have greatly expanded, as has the need to integrate these with financial results and value.

Prior to embarking on my teaching and consulting track, most of my professional career was with a terrific company, EG&G, Inc. The company had a large and diverse portfolio of businesses that provided ample opportunity for learning, as did the period of radical transformation during the 1990s. EG&G had very strong financial management and strategic planning practices that continue to influence me to this day. I had the pleasure of working with and learning from a number of terrific people at the division, group, and corporate levels, including Bob Nicol, Gary Hammond, Dave Botten, Luciano Rossi, Mike Gallucio, Paul D'Adamo, Jim Mellencamp, Sam Rubinovitz, Murray Gross, Fred Parks, Dan Heaney, ...