access analytic capability statement

17
Capability Statement We provide modelling, reporting and analysis for medium and large companies to enable them to improve their financial and operational performance

Upload: access-analytic

Post on 06-May-2015

827 views

Category:

Business


0 download

DESCRIPTION

Access Analytic is a leading provider of Business Analyst tools and services. We provide modelling, reporting and analysis for medium and large companies to enable them to improve their financial and operational performance. We are based in Perth, Western Australia and provide our services using technology platforms such as Microsoft Excel, BOARD, Spreadsheet Detective and Invest for Excel. Key Services & Examples: • Financial modelling: capital raising (debt/equity), transactions (merging, acquiring, divesting), investor readiness, sensitivity analysis, business planning & scenario analysis, project economics. We build models, re-build models, extend models and audit models to provide assurance & confidence. • Management Reporting: budgets & forecasts, KPI’s, dashboards, scorecards, reporting & analysis, Board/management packs, and operational models (templates, automated & streamlined end-of-month procedures etc). • Training: range of courses in financial modelling, budgeting/forecasting, Advanced Excel and VBA macros to help businesses learn the “how to”.

TRANSCRIPT

Page 1: Access Analytic Capability Statement

Capability Statement

We provide modelling, reporting and analysis for medium and large companies to enable them

to improve their financial and operational performance

Page 2: Access Analytic Capability Statement

© Access Analytic Solutions

Extensive accounting, finance and commercial experience.

Understand business issues add greater value to your projects.

Other specialist staff available when required.

Jeff Robson

Wyn Hopkins

Masters (Applied Finance & Investment), BCom (Accounting & Information Systems), CISA, MAICD, FAIM, F Fin, Excel Expert, Author, International Presenter

BSc (Hons) Accounting & Financial Management, CA, Excel Expert, Author, Presenter

Rachel Gregory

BCom (Finance & International Business), MPA, SA Fin, Excel Expert, Presenter

Yury Tokarev

CA, PhD (Finance & Economics), GradDip (Accounting), BBS, Excel Expert

Philip Aquilina

BCom (Accounting & Finance), BSc (part), MCTS, Excel Expert

Brendan Broughton

BEng (Elec. & Comm.), Grad. Dip. App. Fin, Excel Expert

Sean Vincent

Masters (Economics) – current, MPA, BCom (Management & Marketing), Cert IV (Property), Excel Expert

Jonathan Lim

CPA, BCom (Accounting & Finance), Grad. Dip. (Applied Finance), Excel Expert

Page 3: Access Analytic Capability Statement

© Access Analytic Solutions

Mining, Oil & Gas Finance, Energy, Manufacturing

& Agribusiness

Professional Services, Construction

& Other

PETRONAS

Page 4: Access Analytic Capability Statement

© Access Analytic Solutions

Page 5: Access Analytic Capability Statement

© Access Analytic Solutions

Capital raising: debt and/or equity

Transaction: merging/acquiring/divesting

Investor readiness & presentations

Sensitivity Analysis

Business Planning & Scenario Analysis

Project economics, analysis

Calculators (Financial Services/Products)

Purpose built or pre-packaged models

Page 6: Access Analytic Capability Statement

© Access Analytic Solutions

Started in 1987, Europe’s leading model software

Used in >700 organisations in 31 countries, including 50% of Finland’s top 30 companies

Modular financial modelling software tool for: ◦ Project/Investment evaluation ◦ Profitability analysis & forecasting ◦ Business planning & Valuation ◦ DCF, IRR, ROA, EVA, NPV built-in ◦ Industry independent

Standardised yet very flexible!

Demonstrations & information www.accessanalytic.com.au/i4e

Financial Modelling made easy

Page 7: Access Analytic Capability Statement

© Access Analytic Solutions

Why audit a spreadsheet? ◦ Access Analytic: found error of $800m in client file

◦ Magellan Fund: $1.3b profit was actually $1.3b loss!

◦ TransAlta Corporation: $24m write-off

◦ C&C Group: shares fell 15% due to reported revenue error

◦ Credit Suisse: fined $9.5m over spreadsheet errors

“But ours are OK!” ◦ Studies show 86%+ of models contain errors

Key spreadsheets need review!

Page 8: Access Analytic Capability Statement

© Access Analytic Solutions

Audit important spreadsheets

Specialised spreadsheet auditing tools

Proprietary audit methodology

Provide independent review

Improve governance & risk management

Provides confidence

Page 9: Access Analytic Capability Statement

© Access Analytic Solutions

Make decisions with confidence

Page 10: Access Analytic Capability Statement

© Access Analytic Solutions

Business Intelligence & Corporate Performance Management software in one

Toolkit allows customised, rapid development ◦ Budgeting & Forecasting ◦ KPI’s, dashboards, scorecards, reports ◦ Business Intelligence, drill down/across

Overcome Excel’s budget problems ◦ Easy to get multiple users’ input ◦ Simple to consolidate ◦ Easily manage multiple versions

Page 11: Access Analytic Capability Statement

© Access Analytic Solutions

Budgeting, & Forecasting Analysis & Reporting

What will happen?

What do I want to happen?

Why?

What is happening?

What happened?

Report

Scorecard/Dashboard

Analyse

Budget

Forecast

What could happen?

Scenarios

Page 12: Access Analytic Capability Statement

© Access Analytic Solutions

Page 13: Access Analytic Capability Statement

© Access Analytic Solutions

Options include: open/in-house, short/medium/long, hands-on/ presentation style, structured/un-structured … and more!

“Excelerating your Financial Intelligence”® courses:

B2 (3 days)

Advanced Financial Modelling

D1 (2 days)

Dashboard Reporting & Analysis

B4 (1 day)

Real Options for Oil & Gas

B6 (3 days)

Advanced Budgeting & Forecasting

Work

shop and

/or

Mento

ring

A2 (1 day)

Advanced Excel for Finance

C2 (2 days)

Advanced VBA Macros

C1 (3 days)

Introduction to VBA Macros

B5 (4 days)

Oil & Gas Financial Modelling

Financial Modelling

B8 (1 day)

Petroleum Resource Rent Tax Modelling

B3 (3 days)

Company Valuation & Modelling

B7 (3 days)

Oil & Gas Advanced Budgeting & Forecasting

M7 (5 days)

Masters in Budgeting & Forecasting

M5 (4 days)

Mining Financial Modelling

M9 (5 days)

Financial Modelling MBA

B9 (4 days)

Financial Modelling + Advanced Excel

D2 (1 day)

Introduction to Power Pivot

B10 (3 days)

Financial Modelling for M&A

M1 (3 days)

Financial Statement Analysis

G1 (2 days)

Excel Guru Masterclass

Page 14: Access Analytic Capability Statement

© Access Analytic Solutions

Customised Small class sizes maximum benefit Half/full day format in your office All manuals & equipment provided One fixed daily rate Boost staff productivity & efficiency Options to Bundle with Mentoring

Page 15: Access Analytic Capability Statement

© Access Analytic Solutions

Medium Company Large Company

Analysts None or part-time In-house

Need - Lack of resources/skills - Support rapid growth - Analysis: past & future

- Lack of time/resources - Support rapid growth - Internal priorities

Services - Projects as required - Build & run models - Analysis & forecasting

- Access skills on demand - Provide expert analysis - Independent audit

Benefits - Lower cost than fulltime: cost - Skills as required: growth - analysis: profit - Automated systems: time

- No need to hire/fire: cost & time - Well structured & supported: risk - Projects finished quickly: time - Automated systems: time

Page 16: Access Analytic Capability Statement

© Access Analytic Solutions

Key markets: ◦ Medium/large businesses

Strong team with decades of experience in: ◦ Accounting and corporate finance ◦ Consulting to medium and large organisations ◦ Auditing and risk analysis

Regional focus: Asia-Pacific, Middle-East, Africa

Page 17: Access Analytic Capability Statement

© Access Analytic Solutions

To learn more about how you can inform,

improve and empower your business, contact:

Jeff Robson

Access Analytic Suite 143, Level 1 580 Hay St Perth WA 6000

Ph +61 8 6210 8500 www.accessanalytic.com.au