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FP&A Today

A new roadmap for FP&A – with Jack Alexander

Jan 16, 2024
Guest Jack Alexander, author of Financial Management: Partner in Driving Performance and Value, discusses post-pandemic practical approaches to performance management, planning, forecasting, business valuation, mergers, acquisitions, and capital investment. He emphasizes the need for FP&A to consider external forces like hyperinflation and geopolitical events. Jack also shares his journey to becoming a CFO and highlights the importance of attitude and understanding job value in the FP&A profession.
53:09

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Creating a Value Performance Framework helps connect day-to-day activities to overall financial performance and promotes ownership and alignment with business goals.
  • To become a CFO, individuals should focus on developing a well-rounded skill set that includes control and operations experience, executive presence, and a business perspective.

Deep dives

Importance of Value Performance Framework

Creating a Value Performance Framework is crucial for FP&A professionals to establish a link between value and business processes. By identifying the key drivers of value and breaking them down into specific revenue growth drivers, finance professionals can connect day-to-day activities and KPIs to overall financial performance. This allows individuals and teams to understand how their work directly contributes to the organization's success, promoting a sense of ownership and alignment with business goals.

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