The Financial Controller and CFO's Toolkit (eBook)

Lean Practices to Transform Your Finance Team

(Autor)

eBook Download: PDF
2016 | 3. Auflage
464 Seiten
John Wiley & Sons (Verlag)
978-1-119-29131-2 (ISBN)

Lese- und Medienproben

The Financial Controller and CFO's Toolkit - David Parmenter
Systemvoraussetzungen
35,99 inkl. MwSt
  • Download sofort lieferbar
  • Zahlungsarten anzeigen
Simplify and streamline your way to a winning legacy

The Financial Controller and CFO's Toolkit is a hybrid handbook and toolkit with over 100 lean practice solutions and a wealth of practical tools for senior financial managers of small, midsized and large companies. This book outlines the mindset of paradigm shifters relevant to future-ready finance teams, and contains guidelines on how to become an effective change leader. Guidance from world leading expert David Parmenter provides the insight and tools you need to reach your true leadership potential and achieve more for your organization. Packed with templates and checklists, this book helps you adhere to the best practices in reporting, forecasting, KPIs, planning, strategy, and technology. The companion website--a complete toolbox for positive, entrenched change--gives you access to additional resources that reinforce The Financial Controller and CFO's Toolkit strategy.

This new second edition has been updated to reflect the latest practices and technology to streamline your workflow and get more done in less time--without sacrificing quality or accuracy. As an all-in-one resource for the CFO role, this book provides a clear, practical strategy for demonstrating your value to your organization.

* Selling and leading change effectively

* Get more accurate information from your KPIs

* Attracting, recruiting and retaining talented staff

* Invest in and implement new essential tools

* Investing wisely in 21st century technologies

Report the month-end within three days, implement quarterly rolling forecasting, complete the annual plan in two weeks or less, and bring your firm into the 21st century with key tools that get the job done. Be the CFO that your organization needs and the leader that your teams deserve. The Financial Controller and CFO's Toolkit gives you everything you need to achieve more by doing less.

DAVID PARMENTER is an international presenter who is known for his thought-provoking and lively sessions resulting in substantial change in many organizations. David is a leading expert on lean finance team practices, rolling forecasting and planning, and the development of winning KPIs. His work on KPIs is recognized internationally as a breakthrough in understanding how to make performance measures work. He has delivered interactive workshops in 31 countries over the last 20 years. Parmenter has worked for Ernst & Young, BP Oil Ltd., Arthur Andersen, and PricewaterhouseCoopers, and is a fellow of the Institute of Chartered Accountants in England and Wales. He is a regular writer for professional and business journals. He is also the author of Key Performance Indicators: Developing, Implementing, and Using Winning KPIs; Key Performance Indicators for Government and Non Profit Agencies: Implementing Winning KPIs; and The Leading-Edge Manager's Guide to Success (all published by Wiley). David Parmenter can be contacted via parmenter@waymark.co.nz or +64 4 499 0007. His website www.davidparmenter.com contains many white papers, articles, and the electronic version of all the templates in this book.

About the Author ix

Testimonials xi

Introduction xiii

Acknowledgments xxi

Part I: Change--Why the Need and How to Lead

Chapter 1: Getting Your Finance Team Future Ready 3

Chapter 2: Leading and Selling the Change 17

Part II: To Be Completed Before the Next Month-End

Chapter 3: Rapid Month-End Reporting: By Working Day Three or Less 29

Part III: Technologies to Adopt

Chapter 4: Future-Ready Technologies 49

Part IV: Progress You Need to Make Within the Next Six Months

Chapter 5: Reduce Accounts Payable Volumes by 60 Percent 77

Chapter 6: Month-End Reporting Refinements 91

Chapter 7: Lean Reporting--Informatively and Error Free 101

Chapter 8: Lean Board Reporting 135

Chapter 9: A Lean Annual Planning Process--Ten Working Days or Less! 149

Chapter 10: Lean and Smarter Work Methods 177

Chapter 11: Effective Leadership, Growing and Retaining Talent 199

Chapter 12: Quick Annual Reporting: Within 15 Working Days Post Year-End 225

Chapter 13: Managing Your Accounts Receivable 245

Chapter 14: Attracting and Recruiting Talent 249

Chapter 15: Lean Accounting 265

Part V: How Finance Teams Can Help Their Organizations Get Future Ready

Chapter 16: Implementing Quarterly Rolling Forecasting and Planning 281

Chapter 17: Finding Your Organization's Operational Critical Success Factors 315

Chapter 18: Getting Your KPIs to Work 327

Chapter 19: Reporting Performance Measures 351

Part VI: Areas Where Costly Mistakes Can Be Made

Chapter 20: Performance Bonus Schemes 371

Chapter 21: Takeovers and Mergers 387

Chapter 22: The Hidden Costs of Reorganizations and Downsizing 399

Appendix A: Useful Letters and Memos 409

Appendix B: Rules for a Bulletproof Presentation 419

Appendix C: Satisfaction Survey for a Finance Team 427

Index 435

Erscheint lt. Verlag 29.8.2016
Reihe/Serie Wiley Corporate F&A
Wiley Corporate F&A
Sprache englisch
Themenwelt Recht / Steuern Wirtschaftsrecht
Wirtschaft Betriebswirtschaft / Management Controlling / Kostenrechnung
Wirtschaft Betriebswirtschaft / Management Finanzierung
Wirtschaft Betriebswirtschaft / Management Rechnungswesen / Bilanzen
Wirtschaft Betriebswirtschaft / Management Unternehmensführung / Management
Schlagworte Accounting • Controller-Funktion • Controlling • Corporate Finance • Rechnungswesen
ISBN-10 1-119-29131-3 / 1119291313
ISBN-13 978-1-119-29131-2 / 9781119291312
Haben Sie eine Frage zum Produkt?
PDFPDF (Adobe DRM)
Größe: 11,8 MB

Kopierschutz: Adobe-DRM
Adobe-DRM ist ein Kopierschutz, der das eBook vor Mißbrauch schützen soll. Dabei wird das eBook bereits beim Download auf Ihre persönliche Adobe-ID autorisiert. Lesen können Sie das eBook dann nur auf den Geräten, welche ebenfalls auf Ihre Adobe-ID registriert sind.
Details zum Adobe-DRM

Dateiformat: PDF (Portable Document Format)
Mit einem festen Seiten­layout eignet sich die PDF besonders für Fach­bücher mit Spalten, Tabellen und Abbild­ungen. Eine PDF kann auf fast allen Geräten ange­zeigt werden, ist aber für kleine Displays (Smart­phone, eReader) nur einge­schränkt geeignet.

Systemvoraussetzungen:
PC/Mac: Mit einem PC oder Mac können Sie dieses eBook lesen. Sie benötigen eine Adobe-ID und die Software Adobe Digital Editions (kostenlos). Von der Benutzung der OverDrive Media Console raten wir Ihnen ab. Erfahrungsgemäß treten hier gehäuft Probleme mit dem Adobe DRM auf.
eReader: Dieses eBook kann mit (fast) allen eBook-Readern gelesen werden. Mit dem amazon-Kindle ist es aber nicht kompatibel.
Smartphone/Tablet: Egal ob Apple oder Android, dieses eBook können Sie lesen. Sie benötigen eine Adobe-ID sowie eine kostenlose App.
Geräteliste und zusätzliche Hinweise

Zusätzliches Feature: Online Lesen
Dieses eBook können Sie zusätzlich zum Download auch online im Webbrowser lesen.

Buying eBooks from abroad
For tax law reasons we can sell eBooks just within Germany and Switzerland. Regrettably we cannot fulfill eBook-orders from other countries.

Mehr entdecken
aus dem Bereich

von Klaus Deimel; Thomas Heupel; Kai Wiltinger

eBook Download (2022)
Vahlen (Verlag)
27,99