Our services
Financial modelling
Three way financial forecast (P&L, Balance Sheet and Cash Flow)
Financial Business cases
Actuals vs Forecast analysis
Cash flow forecasting, including navigating those tight cash flow periods
Management and KPI reporting
Budgeting and business plans
Optimisation of BAU processes
Specialised financial modelling for the electricity sector
Financial model reviews and coaching
Independent accuracy review
Best practice tips for model structure, layout and approach
Training tailored to your business needs, based on model improvements or automation opportunities identified in the initial model review, for example:
Excel formula advice
Review approach to more efficiently trace dependents/precedents and check for formula consistency
Linking actual results to Xero
Power Query
VBA/Macros
A sounding board to help coach your team in a model build, brainstorming robust and efficient techniques to best optimise the model build
Strategic FP&A advisory
General FP&A advisory
Pricing strategy and margin analysis to grow your business
Scenario modelling
Profitability enhancement
Cost reduction
Review of processes to make them more efficient and with less risk of human error
An independent sounding board for your business
Data-driven insights
Data visualisation (Power BI and Apache Superset)
SQL reporting covering complex use cases including WITH, subqueries, UNIONs, view creation, linking to dashboards and data visualisation.
General Microsoft Excel assistance
Get an internationally ranked financial modelling competitor to help you with any of your ad hoc Microsoft Excel needs. This includes any spreadsheet jockeying, which could be automating the reorganisation of your data to upload into your IT system, or understanding that complicated formula or macro that a former employee wrote.
Proficient in dynamic array formulas, VBA/Macros and Power Query.