Financial Modelling & Forecasting Consulting

Our team of experienced business analysts works with you to produce accurate, flexible financial models and forecasts that give leadership the confidence to make decisions – not just a spreadsheet that looks right until someone asks a hard question about it.

Our financial modelling and forecasting consulting includes:

• Building robust, flexible and accurate financial models
• Financial forecasting – cash flow, revenue and cost forecasting under multiple scenarios
• Redevelopment and extension of existing financial models
• Strategic input, research and value-added analysis for presentation to banks and investors
• Model audits and reviews of existing models to identify risks and eliminate errors
• Ongoing model maintenance and review, so your model stays accurate as the business changes

Every engagement starts with understanding how the model or forecast will actually be used – for a board pack, a capital raise, an internal budget cycle, or day-to-day decision-making – because that shapes how it needs to be built.

From there, we build or rework the model in Excel, structure it so assumptions are transparent and easy to update, and stress-test it against different scenarios before it’s handed over. Where a model already exists but isn’t trusted, we audit it first, identifying errors, fragile logic and single points of failure, before deciding whether to repair or rebuild.

Many clients keep us on for ongoing model maintenance and review, so forecasts stay accurate as the business, the market or the assumptions behind them change.

A model is only as useful as the forecast behind it. Alongside modelling work, we help businesses build:

• Rolling forecasts that update as new actuals come in
• Cash flow forecasts for working capital and liquidity planning
• Revenue and cost forecasts tested against multiple scenarios
• Variance analysis – comparing forecast to actual and adjusting assumptions accordingly

The goal isn’t a forecast that’s right once, it’s a forecasting process your team can keep using as conditions change, so leadership spends less time re-explaining numbers after the fact and more time using them to guide decisions before they’re made.

Most financial modelling training is designed for one person at a time. Ours isn’t. We run in-house financial modelling and forecasting courses for entire finance teams – built around your organisation’s own data, systems and reporting requirements, not a generic worked example.

We’ve delivered these courses for finance departments at organisations including Woodside, BHP and CPC Engineering, across Perth, interstate and internationally. The format works because everyone in the room learns the same modelling standards at the same time, so the models your team builds afterwards are consistent, auditable and easy for anyone in the department to pick up.

Our in-house courses cover:

• Building robust, flexible and accurate financial models
• Financial forecasting techniques for budgets, cash flow and scenario planning
• Redevelopment and extension of existing financial models
• Model audits and reviews to identify risks and eliminate errors
• Sensitivity and “what-if” scenario analysis
• Team-wide modelling standards so outputs stay consistent across the department