The Financial Controller and CFO Toolkit 3rd Edition by David Parmenter – Ebook PDF Instant Download/Delivery: 9781119291329 ,1119291321
Full dowload The Financial Controller and CFO Toolkit 3rd Editionafter payment
Product details:
ISBN 10: 1119291321
ISBN 13: 9781119291329
Author: David Parmenter
Simplify and streamline your way to a winning legacy
Winning CFOs 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 Winning CFO 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. Winning CFOs gives you everything you need to achieve more by doing less.
The Financial Controller and CFO Toolkit 3rd EditionTable of contents:
Part I: Change—Why the Need and How to Lead
Chapter 1: Getting Your Finance Team Future Ready
A Burning Platform?
Reporting History or Making It
Lean Movement
Importance of Abandonment
The Importance of Challenging the Status Quo
PDF Download
Notes
Chapter 2: Leading and Selling the Change
Steve Zaffron and Dave Logan
Harry Mills
John Kotter
Selling to the Senior Management Team
The Power of the Focus Group
PDF Download
Notes
Part II: To Be Completed Before the Next Month-End
Chapter 3: Rapid Month-End Reporting: By Working Day Three or Less
Rating Scale for Month-End Reporting
Benefits of Quick Month-End Reporting
Impact of a Quick Month-End on the Finance Team Workload
Major Steps You Can Do Before Your Next Month-End
Major Quality Assurance Tasks After Day 1
PDF Download
Note
Part III: Technologies to Adopt
Chapter 4: Future-Ready Technologies
Ban Spreadsheets from Core Finance Routines
Seven Technologies to Understand and Evaluate
Planning and Forecasting Tools
Upgrade Accounts Payable Systems
Using a Reporting Tool
Turbo Your G/L with a Friendly Front End
Consolidation and Intercompany Software
Collaborative Disclosure Management
Paperless Board Meeting
Maximize the Use of the Existing G/L
Avoiding the Hard Sell to Upgrade Your G/L
Implementing a New System
PDF Download
Notes
Part IV: Progress You Need to Make within the Next Six Months
Chapter 5: Reduce Accounts Payable Volumes by 60 Percent
Removal of All Charles Dickens Processes
Move to a Paperless Accounts Payable Function
Get Your Electronic Ordering System to Work
Get a Purchasing Card System Implemented as Soon as Possible
How the Purchase Card Works at Month-End
The Better Practices with Purchase Cards
Cut Off Accounts Payable on the Last Working Day
Mount the Last Signed Check on the CEO’s Wall
Perform Frequent Direct Credit Payment Runs
Improve Budget Holders’ Cooperation
Speed Up Budget Holders’ Correction of Omissions
A Welcome Letter to All New Budget Holders
Introduce “Shame and Name” Lists
Reward Good Budget Holder Behavior
Have a Closer Relationship with Your Main Suppliers
Self-Generated Invoices (Buyer-Created Invoices)
PDF Download
Note
Chapter 6: Month-End Reporting Refinements
Avoid Late Timesheets
Minimize Budget Holders’ Month-End Reporting
Avoid the Rewriting of Reports
Reporting Based on 4 or 5 Weeks
Delay Changing Your Accounting System
Removing Spreadsheets from the Month-End Routines
Day One Reporting and Virtual Closing
PDF Download
Notes
Chapter 7: Lean Reporting—Informatively and Error Free
The Foundation Stones of Reporting
Concise, One-Page Formats
More Emphasis on Daily and Weekly Reporting
Designing Reports around Current Technology
Error-Free Reporting
Using Best-Practice Graphics
PDF Download
Notes
Chapter 8: Lean Board Reporting
Selling Change to the Board
Scoping of the Information Requests
Avoiding Rewrites of Board Reports
Paperless Board Meeting
Introduce a Change to the Board Meeting Scheduling
Mistakes to Avoid with the Finance Report in the Board Papers
Continually Purging the Board Papers
Moving to Governance Information
A3 (Fanfold) One-Page Board Dashboard
PDF Download
Chapter 9: A Lean Annual Planning Process—Ten Working Days or Less!
Leading and Selling the Change
Foundation Stones of a Lean Annual Planning Process
Efficient Annual Planning Processes
PDF Download
Notes
Chapter 10: Lean and Smarter Work Methods
Techniques to Adopt from the Lean Movement
Post-it Reengineering Workshops
Adopting Scrum Stand-Up Meetings
Adopt Kanban Boards
Toyota’s 14 Management Principles
Golden Rules with Emails
Three Books to Read
PDF Download
Notes
Chapter 11: Effective Leadership, Growing and Retaining Talent
Foundation Stones for Leadership That Attracts
Making the Finance Team a Great Place to Work
Putting the Finance Team on the Map
Perform an In-House Customer Satisfaction Survey
PDF Download
Notes
Chapter 12: Quick Annual Reporting: Within 15 Working Days Post Year-End
The Five Stages for a Quick Year-End
Sell the Need for Change
Get Organized
Use Technology to Save Time
Minimize Year-End Stress
Control the Last Mile and Maintaining Quality
Some Case Studies
PDF Download
Note
Chapter 13: Managing Your Accounts Receivable
Operational Improvements to Accounts Receivable
Reporting on Your Accounts Receivable
Avoiding Accounts Receivable Month-End Bottlenecks
Increasing the Use of Direct Debiting Customers’ Accounts
Debtors’ Collection before Year-End
Chapter 14: Attracting and Recruiting Talent
Ever-Present Danger
The Need to Up-Skill
Law of Attraction
The Recruiting Marathon
Deliver a Good Induction
PDF Download
Notes
Chapter 15: Lean Accounting
Streamlining the Chart of Accounts
Avoid Monthly Cost Apportionment
Value-Stream Accounting
Activity-Based Costing Is Broken
PDF Download
Notes
Part V: How Finance Teams can Help their Organizations get Future Ready
Chapter 16: Implementing Quarterly Rolling Forecasting and Planning
Selling and Leading the Change
Annual Planning Is a Questionable Activity
Myths around Annual Planning
Quarterly Rolling Forecasting and Planning
The Foundation Stones of a Rolling Forecasting and Planning Process
Efficient Forecasting and Planning Processes
Implementing a Quarterly Rolling Forecasting and Planning Process
PDF Download
Notes
Chapter 17: Finding Your Organization’s Operational Critical Success Factors
Benefits of Understanding Your Organization’s Critical Success Factors
Relationship Among CSFs, Strategy, and KPIs
Operational Critical Success Factors versus External Outcomes
Finding Your Organization’s CSFs
PDF Download
Notes
Chapter 18: Getting Your KPIs to Work
KPI Research
The Myths of Performance Measures
The Four Types of Performance Measures
The 10/80/10 Rule
PDF Download
Notes
Chapter 19: Reporting Performance Measures
Reporting the KPIs to Management and Staff
Reporting Other Performance Measures to Management
Reporting Progress to Staff
Reporting Key Result Indicators to the Board
Reporting Team Performance Measures
How the Reporting of Performance Measures Fits Together
PDF Download
Notes
Part VI: Areas where Costly Mistakes can be Made
Chapter 20: Performance Bonus Schemes
The Billion-Dollar Giveaway
Foundation Stones of Performance Bonus Schemes
PDF Download
Notes
Chapter 21: Takeovers and Mergers
Reasons for a Takeover or Merger
Some Big Failures
How Takeovers or Mergers Go Wrong
Alternatives to a Rotten TOM
PDF Download
Notes
Chapter 22: The Hidden Costs of Reorganizations and Downsizing
Ramifications and Associated Costs
An Addiction to Reorganizations
Typical Reasons for a Reorganization
Alternatives to a Major Reorganization
A Checklist to Put You off a Reorganization
Hidden Costs of Downsizing
PDF Download
Notes
Appendix A: Useful Letters and Memos
Appendix B: Rules for a Bulletproof Presentation
Appendix C: Satisfaction Survey for a Finance Team
Finance Team User Satisfaction Questionnaire
Index
People also search for The Financial Controller and CFO Toolkit 3rd Edition:
the financial controller and cfo’s toolkit pdf
the financial controller and cfo’s toolkit
www.davidparmenter.com/the_financial_ controller and cfo’s toolkit
chief accountant vs financial controller
what is a cfo controller
Reviews
There are no reviews yet.