The financial planning process involves the consideration of several strategic factors, including how capital should be allocated, outside market forces, competitive factors ,access to capital markets, and risk factors. Do a case study, strategy executive model : Building a Profit Plan that includes an evaluation of two strategic alternatives at Boston Retail. In order to get a real world perspective on this process, you will identify and interview a corporate CFO or other high ranking accounting or finance executive ( Controller, VP Finance , etc. ) and discuss their corporate financial planning process.

Instructions :

1. Contact a financial executive ( i.e. a corporate CFO or other high- ranking accounting or finance executive such as the Controller, VP of Finance , etc. ) to arrange a brief interview . You can choose a financial executive to interview from your company , a company of interest, a contact from a business acquaintance, a contact from LinkedIn, etc.

2. Ask the following questions :

. What is the nature of the organization ( e.g. industry, products/services offered , markets served, types of customers ) ?

. What are the steps to the company's financial planning process ?

. How does the financial planning process align with the company's strategic goals ?

. How does the process motivate or evaluate performance ?

3. Make a summary of the interview experience and the responses to your questions