{"product_id":"the-financial-controller-and-cfos-toolkit-isbn-9781119286547","title":"The Financial Controller and CFO's Toolkit","description":"\u003cp\u003e\u003cb\u003eSimplify and streamline your way to a winning legacy\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003ci\u003eThe Financial Controller and CFO's Toolkit\u003c\/i\u003e 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 \u003ci\u003eThe Financial Controller and CFO's Toolkit\u003c\/i\u003e strategy.\u003c\/p\u003e \u003cp\u003eThis 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eSelling and leading change effectively\u003c\/li\u003e \u003cli\u003eGet more accurate information from your KPIs\u003c\/li\u003e \u003cli\u003eAttracting, recruiting and retaining talented staff\u003c\/li\u003e \u003cli\u003eInvest in and implement new essential tools\u003c\/li\u003e \u003cli\u003eInvesting wisely in 21\u003csup\u003est\u003c\/sup\u003e century technologies\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eReport 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 21\u003csup\u003est\u003c\/sup\u003e century with key tools that get the job done. Be the CFO that your organization needs and the leader that your teams deserve. \u003ci\u003eThe Financial Controller and CFO's Toolkit\u003c\/i\u003e gives you everything you need to achieve more by doing less.\u003c\/p\u003e \u003cp\u003eAbout the Author ix\u003c\/p\u003e \u003cp\u003eTestimonials xi\u003c\/p\u003e \u003cp\u003eIntroduction xiii\u003c\/p\u003e \u003cp\u003eAcknowledgments xxi\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart I: Change—Why the Need and How to Lead\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 1: Getting Your Finance Team Future Ready 3\u003c\/p\u003e \u003cp\u003eChapter 2: Leading and Selling the Change 17\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart II: To Be Completed Before the Next Month-End\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 3: Rapid Month-End Reporting: By Working Day Three or Less 29\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart III: Technologies to Adopt\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 4: Future-Ready Technologies 49\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart IV: Progress You Need to Make Within the Next Six Months\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 5: Reduce Accounts Payable Volumes by 60 Percent 77\u003c\/p\u003e \u003cp\u003eChapter 6: Month-End Reporting Refinements 91\u003c\/p\u003e \u003cp\u003eChapter 7: Lean Reporting—Informatively and Error Free 101\u003c\/p\u003e \u003cp\u003eChapter 8: Lean Board Reporting 135\u003c\/p\u003e \u003cp\u003eChapter 9: A Lean Annual Planning Process—Ten Working Days or Less! 149\u003c\/p\u003e \u003cp\u003eChapter 10: Lean and Smarter Work Methods 177\u003c\/p\u003e \u003cp\u003eChapter 11: Effective Leadership, Growing and Retaining Talent 199\u003c\/p\u003e \u003cp\u003eChapter 12: Quick Annual Reporting: Within 15 Working Days Post Year-End 225\u003c\/p\u003e \u003cp\u003eChapter 13: Managing Your Accounts Receivable 245\u003c\/p\u003e \u003cp\u003eChapter 14: Attracting and Recruiting Talent 249\u003c\/p\u003e \u003cp\u003eChapter 15: Lean Accounting 265\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart V: How Finance Teams Can Help Their Organizations Get Future Ready\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 16: Implementing Quarterly Rolling Forecasting and Planning 281\u003c\/p\u003e \u003cp\u003eChapter 17: Finding Your Organization’s Operational Critical Success Factors 315\u003c\/p\u003e \u003cp\u003eChapter 18: Getting Your KPIs to Work 327\u003c\/p\u003e \u003cp\u003eChapter 19: Reporting Performance Measures 351\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart VI: Areas Where Costly Mistakes Can Be Made\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChapter 20: Performance Bonus Schemes 371\u003c\/p\u003e \u003cp\u003eChapter 21: Takeovers and Mergers 387\u003c\/p\u003e \u003cp\u003eChapter 22: The Hidden Costs of Reorganizations and Downsizing 399\u003c\/p\u003e \u003cp\u003eAppendix A: Useful Letters and Memos 409\u003c\/p\u003e \u003cp\u003eAppendix B: Rules for a Bulletproof Presentation 419\u003c\/p\u003e \u003cp\u003eAppendix C: Satisfaction Survey for a Finance Team 427\u003c\/p\u003e \u003cp\u003eIndex 435\u003c\/p\u003e \u003cp\u003e\u003cb\u003eDAVID PARMENTER\u003c\/b\u003e is an international presenter who is known for his thought-provoking and lively sessions resulting in substantial change in many organizations.\u003c\/p\u003e\u003cp\u003eDavid is a leading expert on lean finance team practices, rolling forecasting and planning, and the development of winning KPIs. His work on KPIs is recognized internationally as a breakthrough in understanding how to make performance measures work. He has delivered interactive workshops in 31 countries over the last 20 years. Parmenter has worked for Ernst \u0026amp; Young, BP Oil Ltd., Arthur Andersen, and PricewaterhouseCoopers, and is a fellow of the Institute of Chartered Accountants in England and Wales. He is a regular writer for professional and business journals.\u003c\/p\u003e\u003cp\u003eHe is also the author of \u003ci\u003eKey Performance Indicators: Developing, Implementing, and Using Winning KPIs; Key Performance Indicators for Government and Non Profit Agencies: Implementing Winning KPIs;\u003c\/i\u003e and \u003ci\u003eThe Leading-Edge Manager’s Guide to Success\u003c\/i\u003e (all published by Wiley).\u003c\/p\u003e\u003cp\u003eDavid Parmenter can be contacted via parmenter@waymark.co.nz or +64 4 499 0007. His website www.davidparmenter.com contains many white papers, articles, and the electronic version of all the templates in this book.\u003c\/p\u003e  \u003cp\u003eWhile some finance teams are most definitely “future ready,” many are undertaking tasks that are antiquated and anti-lean. Now is the time to change. Author and performance management leader David Parmenter has designed this toolkit to be a practical guide for corporate accountants, from CFOs to the management accountant. This book provides over 100 lean practice solutions, gathered by the author, from lean finance teams including:\u003c\/p\u003e \u003cul\u003e\n\u003cli\u003eThe key steps to selling and leading change effectively\u003c\/li\u003e \u003cli\u003eRapid month-end results—inside three working days\u003c\/li\u003e \u003cli\u003eTemplates for lean, one-page daily, weekly, and monthly reporting\u003c\/li\u003e \u003cli\u003eAgile methodologies for instant improved teamwork (Scrum, Kanban, Post-it Re-engineering, Kaizen)\u003c\/li\u003e \u003cli\u003eWays to reduce accounts payable volume by 60%\u003c\/li\u003e \u003cli\u003eThe seven 21\u003csup\u003est\u003c\/sup\u003e century technologies that will radically improve the finance team’s productivity\u003c\/li\u003e \u003cli\u003eRapid annual accounts and annual plans\u003c\/li\u003e \u003cli\u003eImplementing quarterly rolling forecasting\u003c\/li\u003e \u003cli\u003eGetting your KPIs to work\u003c\/li\u003e \u003cli\u003eHow to attract and recruit talent\u003c\/li\u003e \u003cli\u003ePractical insights from the paradigm shifters (Peter Drucker, Jim Collins, Jack Welch, John Kotter, Jeremy Hope)\u003c\/li\u003e\n\u003c\/ul\u003e \u003cp\u003e\u003cb\u003eThe companion PDF toolkit\u003c\/b\u003e is filled with templates and checklists to kick-start the implementation process.\u003c\/p\u003e\u003cp\u003e\u003ci\u003eThe Financial Controller and CFO’s Toolkit\u003c\/i\u003e will assist corporate accountants to radically transform their contribution. By embracing lean best practices, the reader will enhance their job satisfaction and profile, and leave a lasting legacy.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990228320485,"sku":"NP9781119286547","price":52.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781119286547.jpg?v=1761786990","url":"https:\/\/k12savings.com\/products\/the-financial-controller-and-cfos-toolkit-isbn-9781119286547","provider":"K12savings","version":"1.0","type":"link"}