Produktbild: Financial Planning & Analysis and Performance Management

Financial Planning & Analysis and Performance Management

Aus der Reihe Wiley Finance

69,99 €

inkl. gesetzl. MwSt., Versandkostenfrei


Beschreibung

Produktdetails

Verkaufsrang

19638

Einband

Gebundene Ausgabe

Erscheinungsdatum

27.07.2018

Verlag

Wiley

Seitenzahl

640

Maße (L/B/H)

23,6/15,9/4,3 cm

Gewicht

1002 g

Sprache

Englisch

ISBN

978-1-119-49148-4

Beschreibung

Produktdetails

Verkaufsrang

19638

Einband

Gebundene Ausgabe

Erscheinungsdatum

27.07.2018

Verlag

Wiley

Seitenzahl

640

Maße (L/B/H)

23,6/15,9/4,3 cm

Gewicht

1002 g

Sprache

Englisch

ISBN

978-1-119-49148-4

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: Financial Planning & Analysis and Performance Management
  • Preface xv

    About the Website xix

    1 Financial Planning & Analysis and Business Performance Management 1

    The Problem with Traditional Measurement Systems 1

    Objectives of Financial Analysis and Performance

    Management 3

    Preview of the Book 6

    Summary 9

    Part One Fundamentals and Key FP&A Capabilities

    2 Fundamentals of Finance 13

    Basics of Accounting and Financial Statements 13

    Financial Ratios and Indicators 19

    Summary 42

    3 Key Analytical Tools and Concepts 43

    Basic Statistical Tools 43

    The Business Model 59

    Summary 69

    4 Developing Predictive and Analytical Models 71

    What Is a Financial Model? 71

    Summary 81

    Appendix: Illustrative Model 81

    5 Building Analytical Capability 89

    For the Individual 90

    For the Organization 94

    Summary 108

    6 Communicating and Presenting Financial Information 109

    Laying the Foundation for Success 110

    Developing Effective Presentations and Reports 117

    Delivering the Presentation 120

    Data Visualization and Presentation: A Picture Is Worth a Thousand Words 121

    Summary 134

    Part Two Performance Management

    7 Business Performance Management 137

    What Is Business Performance Management? 138

    Developing or Enhancing BPM in an Organization 144

    Summary 155

    8 Dashboards and Key Performance Indicators 157

    Objectives of Dashboards and Key Performance Indicators 157

    Selecting Appropriate Performance Measures and Key

    Performance Indicators 160

    Creating Performance Dashboards 166

    Sample Dashboards for Selected Industries 175

    Summary 175

    9 Institutionalizing Performance Management 179

    Gaining Traction 179

    Integrating Business Performance Management with Other

    Management Processes 183

    Avoiding Common Mistakes 189

    Summary 191

    10 Measuring and DrivingWhat's Important:Innovation, Agility, and Human Capital 193

    Innovation 194

    Measuring and Driving Business Agility 204

    Human Capital Management 214

    HCM Dashboard 226

    Summary 226

    11 The External View: Benchmarking Performance and Competitive Analysis 227

    Analysis of Markets, Customers, and Competitors 228

    Benchmarking to Evaluate Performance 232

    Using Benchmarks to Set Enterprise Goals for Performance and Value Creation 242

    Summary 243

    Part Three Business Projections and Plans

    12 Business Projections and Plans: Introduction and Best Practices 247

    Overview of Business Planning and Projections 248

    Best Practices in Projecting Future Financial Results 252

    Summary 266

    13 Budgets, Operating Plans, and Forecasts 267

    The Budgeting Process 267

    The Operating Plan 272

    Business Forecasts and Outlooks 277

    Summary 301

    14 Long-Term Projections 303

    Unique Challenges in Estimating Long-Term Performance 304

    Applications of Long-Term Projections 305

    Developing Long-Term Projections 307

    Presentation of Long-Term Projections 319

    Summary 325

    Part Four Planning and Analysis for Critical Business and Value Drivers

    15 Revenue and Gross Margins 329

    Revenue Growth: Key Drivers 330

    Key Performance Measures: Revenue Growth 343

    Revenue Dashboard 351

    Gross Margins and Relative Pricing Strength 351

    Measures of Relative Pricing Strength 356

    Summary 359

    16 Operating Expenses and Effectiveness 361

    Drivers of Operating Effectiveness 362

    Key Performance Indicators: Operating Effectiveness 365

    Tools for Assessing and Improving Operating Effectivenss 382

    Summary 387

    17 Capital Management and Cash Flow:Working Capital 389

    Critical Success Factors 391

    Operating Capital Management 393

    Understanding the Dynamics of Operating Capital 394

    Unleashing the Value Trapped in Operating Capital 396

    Accounts Receivable 398

    Key Performance Indicators for the Revenue Process and

    Accounts Receivable 401

    Inventories 410

    Summary 420

    18 Capital Management and Cash Flow:Long-Term Assets 421

    Capital Intensity 421

    Tools for Improving the Management of Long-Term Capital 424

    Projecting Capital Investments and Depreciation 428

    Key Performance Indicators for Capital Intensity 431

    Intangible Assets 433

    Key Performance Indicators: Goodwill and Intangible Assets 434

    Excess Cash Balances 436

    Long-Term Capital Dashboard 437

    Summary 439

    19 Risk, Uncertainty, and the Cost of Capital 441

    The Time Value of Money 441

    The Cost of Capital 449

    Performance Measures 458

    Summary 461

    Part Five Valuation and Capital Investment Decisions

    20 Capital Investment Decisions: Introduction and Key Concepts 465

    The Capital Investment Process 466

    Evaluating the Economic Merits of Capital Investments 469

    Illustrations 478

    Summary 484

    21 Capital Investment Decisions: Advanced Topics 485

    Dealing with Risk and Uncertainty in Capital Investment

    Decisions 485

    Presenting Capital Investment Decisions 499

    Capital Budgeting and Rationing 500

    Evaluating the Effectiveness of the Capital Investment

    Decision Process 502

    Summary 505

    22 Business Valuation and Value Drivers 507

    Estimating the Value of a Business by Discounting Future

    Cash Flows 508

    Estimating the Value of Firms by Using the Valuation

    of Similar Firms: Multiples of Revenues, Earnings,

    and Related Measures 517

    Building Shareholder Value in a Multiples Framework 521

    Integrated Valuation Summary for Roberts Manufacturing

    Company 525

    Value Drivers 528

    Summary 533

    23 Analysis of Mergers and Acquisitions 535

    The Acquisition Challenge 535

    Key Elements in Valuing an Acquisition 537

    Methods and Metrics for Valuing an Acquisition 539

    Common Mistakes in M&A 554

    Best Practices and Critical Success Factors 557

    Understanding Seller Best Practices 560

    Key Performance Indicators for M&A 562

    Dashboards for M&A 564

    Summary 564

    Part Six Summary

    24 Summary and Where to from Here? 569

    Key Takeaways 569

    Where to from Here? 572

    Glossary 575

    Acknowledgments 585

    About the Author 587

    Index 589