Financial planning and analysis books

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financial planning and analysis books

Financial Planning & Analysis and Performance Management by Jack Alexander

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Published 07.02.2019

6 best Books on Fundamental Investing!

Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. From budgeting and forecasting, analysis, and performance management, to financial communication.
Jack Alexander

Financial Planning & Analysis and Performance Management

Please note that the readings are presented with these understandings:. As a result, the list is not a substitute for professional experience and education. It is not expected that exam takers will have read all the resources cited. The readings are intended as guidelines only. Many of these books are available for download or in a well stocked library.

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The ability to turn around insightful analysis in a timely manner is key to being seen as a trusted business partner. In a world of digital transformation and constant disruption, analysis must keep pace with queries that will change midstream and anticipate questions that have yet to be asked, but should be. To meet these challenges, assess the current state of financial analytics processes. Applications must enable a more flexible and collaborative approach with business partners. To that end, says Iervolino, application leaders should first assess their current maturity in four key areas, so they can plot a roadmap for each:. Heavy use of Excel is a good indicator of an immature budgeting process. Immature financial planning capabilities often resemble a shadow budget process, with iterative reporting that can take nine months or more to produce results — by which time the results are often outdated or irrelevant.

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5 thoughts on “Financial Planning & Analysis and Performance Management by Jack Alexander

  1. Financial Planning & Analysis and Performance Management (Wiley Finance) This book is an excellent resource and reference for all financial professionals.

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