access analytic capability statement
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
Capability Statement
We provide modelling, reporting and analysis for medium and large companies to enable them
to improve their financial and operational performance
© 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
© Access Analytic Solutions
Mining, Oil & Gas Finance, Energy, Manufacturing
& Agribusiness
Professional Services, Construction
& Other
PETRONAS
© Access Analytic Solutions
© 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
© 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
© 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!
© Access Analytic Solutions
Audit important spreadsheets
Specialised spreadsheet auditing tools
Proprietary audit methodology
Provide independent review
Improve governance & risk management
Provides confidence
© Access Analytic Solutions
Make decisions with confidence
© 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
© 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
© Access Analytic Solutions
© 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
© 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
© 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
© 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
© 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