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Financial Planning & Analysis and Performance Management

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Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application. Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce―until now. This book provides real-world guidance for analysts ready to: The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.

640 pages, Hardcover

Published June 13, 2018

143 people are currently reading
319 people want to read

About the author

Jack Alexander

65 books12 followers

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5 stars
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Displaying 1 - 5 of 5 reviews
Profile Image for Samuel Mills.
32 reviews1 follower
March 5, 2026
Great book on FP&A and very accessible to business professionals looking to get a leg up in their financial acumen. author throws a few jokes during heavier material. 4 stars for the constant referring either forward to upcoming chapters or backwards about items. but be sides that, a solid read.
Profile Image for Michael Campana.
1 review
June 3, 2023
Very useful guide through the FP&A tool set. Would be valuable to those new to the field as well as experienced finance personnel who want a check up of their current practices and ideas for going deeper.
145 reviews6 followers
December 17, 2025
A fine book covering more than the basics of being a successful FP&A analyst. Especially excels at tying back all planning activities to business and operational activities.
Displaying 1 - 5 of 5 reviews