Episode 91 - A new roadmap for FP&A – with Jack Alexander

Show Notes

John (Jack) Alexander was our second-ever guest on FP&A Today, remains one of our most downloaded episodes. Here he returns to exclusively launch his new book (published January 2024): Financial Management: Partner in Driving Performance and Value (Wiley Finance)

His new book is a post-pandemic and typically practical take on performance management, planning, forecasting, business valuation, mergers, acquisitions, and capital investment.

He says: “I wrote (my original book) Financial Planning & Analysis and Performance Management. Then the pandemic occurred, the Great accelerator, the great disruptor. And I was getting a different set of phone calls and requests.

“Most people hadn't really been through some of these experiences before. Scenario analysis and planning, business transformations and restructuring liquidity management and scenario planning through various liquidity scenarios. There was a need for FP&A and finance to look outside the organization at major external forces and events that are happening around the world as the greatest threats and opportunities emerged from outside such as hyperinflation and  geopolitical events.”

In this episode Jack talks:

• Why my first budget was a disaster

• From financial accounting manager to CFO at EG&GMentoring as a path to CFO and CEO

• Financial Leadership in the 21st century inspired by the pandemic and post pandemic environment.

• The essentials of value creation for a finance team

• Return to the Principles of a “Top Gun” CFO

• What’s changed - and what hasn’t in 45 years of FP&A

• How audit and transaction experience got me first promoted to CFO

• Health and finance

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