Simplify and streamline your way to a winning legacy
The Financial Controller and CFO's Toolkit 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 Financial Controller and CFO's Toolkit 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. The Financial Controller and CFO's Toolkit gives you everything you need to achieve more by doing less.
While 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:
- The key steps to selling and leading change effectively
- Rapid month-end results--inside three working days
- Templates for lean, one-page daily, weekly, and monthly reporting
- Agile methodologies for instant improved teamwork (Scrum, Kanban, Post-it Re-engineering, Kaizen)
- Ways to reduce accounts payable volume by 60%
- The seven 21st century technologies that will radically improve the finance team's productivity
- Rapid annual accounts and annual plans
- Implementing quarterly rolling forecasting
- Getting your KPIs to work
- How to attract and recruit talent
- Practical insights from the paradigm shifters Peter Drucker, Jim Collins, Jack Welch, John Kotter, Jeremy Hope)
The companion PDF toolkit is filled with templates and checklists to kick-start the implementation process.
The Financial Controller and CFO's Toolkit 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.
