Financial Modelling Consulting Services.

Do you lead a startup or a growing business preparing for an equity round?

Perhaps you are the key decision-maker looking to finance a complex project?

Could your budget planning and forecasting be improved?

As a financial modelling expert, I’m here to help.

As your business or project becomes more complex the consequences of your actions become increasingly difficult to anticipate. Add to that multiple sources of financing and forecasting your returns will require a bit of science. This is where financial modelling consulting services add great value.

My dynamic financial models use an operational driver-based logic and are designed to provide clarity on how your decisions and different scenarios affect the key metrics of your business or project. This allows you to:

analyse the sensitivities of your business to different input factors,

focus your resources on the areas with the strongest impact on future success, and

forecast cash flows to you and your investors.

Tight deadline?

What you can expect from me.

Tailor-Made Solutions ...

No two businesses are the same, so your model needs are unique too. I create a financial model in MS Excel for your business that carefully considers your situation, objectives, business and budget.

Already have an existing model? I will sense check or review a current financial model to suggest improvements. Helping your business to better plan and forecast.

For Challenging Situations ...

Regardless of the size of your organisation or what industry you operate in, business is often challenging and complex. Information to help you make smarter business choices can hard to come by. The current crisis only exacerbates this problem.

Well-designed financial models facilitate decision making across a range of situations, from budgeting and resource planning, to high stakes capital raising and
complex turnaround situations.

With Global Expertise.

I have worked with a broad range of businesses across many industries and at all stages of business maturity, both here in Australia and around the world.

I have the global expertise to give you the tools you need to make confident, impactful decisions.

A proven process for success.

Scope-of-Work

Outlining of model structure and identification of

drivers,
model flexibility & dynamics,
process interaction, and
model output.

Design

Design of core model logic around the key drivers of the business model.

Build

Model build and internal model audit.

Review

Review and refinement of the model.

Training

Following finalisation of your model, I offer training for you and your staff to ensure that you get the most out it.

The entire process can be conducted remotely, either via phone or video conferencing with screen sharing, and does not require a physical meeting at any stage. I have successfully been creating financial models and training teams in this way for several years. The current COVID-19 crisis does not impact this process in any way.

The idea is there locked inside. All you have to do is to remove the excess stone.

Michelangelo

You are in experienced hands.

In my nearly 20 years in international investment banking and consulting I have been a trusted advisor to more than 60 SMEs, listed corporations, family businesses, start-ups and leading private equity investors. I have closed mergers & acquisitions transactions and fund raisings in Australia and Europe worth over $4.0 billion and created numerous complex financial models. My financial models are being used by companies in Australia, the US, the UK, Germany and Austria.