John (Jack) Alexander, a CFO turned advisor, author and lecturer has published his second book, “Financial Planning & Analysis and Performance Management.” The book, published by Wiley Finance, is directed to an important function in finance and includes chapters on Analysis, Modelling, Key Performance Indicators, Dashboards, Business Planning, Valuation and Capital Investment Decisions.
Jack is the founder of Jack Alexander & Associates, LLC, providing advice to businesses across a wide range of financial and operating areas, including strategic planning, value creation, M&A, improving profitability and cash flow, Financial Planning & Analysis (FP&A) and Business Performance Management (BPM). The firm also offers customized training and workshops on FP&A. He is a frequent speaker on FP&A and BPM.
Prior to founding the consulting practice, Jack served as Senior Vice President and CFO of EG&G Inc. (renamed PerkinElmer), a global $2.5B technology and services Company with over 40 operating units and also as CFO with Mercury Computer Systems. He was previously employed by General Refractories and Price Waterhouse Coopers.
Jack was also a Senior Lecturer in Babson College’s MBA program and School of Executive Education. He is a CPA and earned an MBA from Rider University and a BS from Indiana University of Pennsylvania. He is also the author of “Performance Dashboards and Analysis for Value Creation", Wiley, 2006.
Announcing new FP&A/PM Workshop Series
Financial Planning & Analysis(FP&A) is the most important function of the finance organization. CEO’s and CFO’s consistently rate FP&A as underperforming against expectations. We are re-launching our FP&A/Performance Management Custom Workshops to incorporate findings and practices developed in my new book, FP&A and Performance Management, due in May 2018 (Wiley Finance). These workshops are tailored to your company’s specific needs and topics include:
Building Analytical Capability
Integrating FP&A and Performance Management
Delivering and Communicating Business Information
Planning and Analysis of Critical Value Drivers
Developing Effective KPI’s and Dashboards
Developing Business Projections- on Demand
Evaluating Capital Investment Decisions in the 21st Century
For additional information, see brochure below or contact us.
Alarmed by the increasing US Debt and Deficit, the author, a former CFO presents his analysis of the crisis.
Measuring Innovative Effectiveness The strategic importance and high level of investment in innovation require the use of effective measures. Is there a silver bullet for evaluating innovation effectiveness? Will our efforts move the needle on important dials? this paper explores the types of innovation, the connection between innovation, performance and value creation and highlights key measures of innovation effectiveness. (7 pages).
Common M&A Metrics Contribute to Overpaying This paper discusses the variety of valuation methods and metrics used in evaluating acquisitions and how misapplication of two of the commonly used methods contribute to overpaying (2 pages).
Be Careful What You Measure This paper discusses the importance of designing a performance measurement system which focuses managers and employees on achieving key objectives and driving long-term value (1 page).
When Growth Companies Don't This paper discusses the challenges managers face when their company approaches the top of the growth curve and looks at options in the context of long-term value creation (2 pages).
Performance Dashboards and Analysis for Value Creation
Jack Alexander has written "Performance Dashboards and Analysis for Value Creation" published by Wiley in the Fall 2006. This book offers a practical approach to effective performance management which leads to sustainable long term value creation. Included with the book is a valuable CD containing dozens of the dashboards and Excel models discussed in the book, each of which can be modified for your particular need. The book may be ordered by visiting wiley.com or amazon.com.
Praise for Performance Dashboards and Analysis for Value Creation
“Beyond academic theory, I have witnessed firsthand Alexander’s framework-driven concepts improve firm profitability and value. This is a required read for shareholder-friendly executives.”
—William W. Benton, CFA, Investment Analyst, William Blair & Company, LLC “Drawing on his rich and varied experience as CFO, business consultant, and professor of financial management, Jack Alexander offers a practical approach to effective performance management in any company. This clear and concise reference is a must-read for anyone trying to understand and leverage the true drivers of shareholder value.”
—Earl T. Kivett, retired partner and director emeritus, Bain & Company, Inc.
“Creating long-term shareholder value is the fundamental responsibility of the chief executive and their leadership team. The Value Performance Framework developed in this book provides a useful tool for decision-making. I recommend it for anyone concerned with long-term shareholder value.”
“A great ‘how-to’ book! Alexander uses his knowledge and experience as CFO, consultant, and finance professor to connect the dots between financial performance and value.”
—Jennifer Bethel, Associate Professor, Babson College
“Performance Dashboards and Analysis for Value Creation offers a practical approach to finance with solid tools to help improve business performance. This framework connects the dots between theory and practice, finance and business performance. The analytical models and dashboards provide effective and usable tools to measure performance, drive value, and evaluate acquisitions.” —Dan Heaney, CFO, Public Consulting Group, Inc.
Financial Executive Magazine, December Issue Bookshelf, by Jeffrey Marshall
Performance Dashboards and Analysis for Value Creation. By Jack Alexander John W. Wiley & Sons, 301 pages. $70.
"While value creation is its underlying premise, this book covers a wide range of key concepts in finance-so much so that it could be used as a sort of textbook. Indeed, the treatment is text-like, with straightforward prose and charts and tables liberally sprinkled throughout. Author Alexander is president of a consulting firm focused on improving shareholder value, and he doesn’t leave many stones unturned. A partial list of subjects includes: key valuation concepts, linking performance and value, revenue growth and pricing strength, capital effectiveness, cost of capital and the economics of mergers and acquisitions. For financial executives looking to bone up on specific subjects or get a better feel for the value creation process, this would be a good book to have."