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Access Analytic Capability Statement


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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 …

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”.

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  • 1. Capability Statement We provide modelling, reporting and analysis for medium and large companies to enable them to improve their financial and operational performance
  • 2. Jeff Robson Rachel Gregory Masters (Applied Finance & Investment), BCom (Accounting & Information Systems), CISA, MAICD, FAIM, F Fin, Excel Expert, Author, International Presenter BCom (Finance & International Business), MPA, SA Fin, Excel Expert, Presenter Wyn Hopkins Philip Aquilina BSc (Hons) Accounting & Financial Management, CA, Excel Expert, Author, Presenter BCom (Accounting & Finance), BSc (part), MCTS, Excel Expert Yury Tokarev Brendan Broughton CA, PhD (Finance & Economics), GradDip (Accounting), BBS, Excel Expert BEng (Elec. & Comm.), Grad. Dip. App. Fin, Excel Expert Jonathan Lim Sean Vincent CPA, BCom (Accounting & Finance), Grad. Dip. (Applied Finance), Excel Expert Masters (Economics) – current, MPA, BCom (Management & Marketing), Cert IV (Property), Excel Expert    © Access Analytic Solutions Extensive accounting, finance and commercial experience. Understand business issues  add greater value to your projects. Other specialist staff available when required.
  • 3. Mining, Oil & Gas PETRONAS © Access Analytic Solutions Finance, Energy, Manufacturing & Agribusiness Professional Services, Construction & Other
  • 4. © Access Analytic Solutions
  • 5.        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
  • 6. Financial Modelling made easy    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 © Access Analytic Solutions
  • 7.  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
  • 8.       Audit important spreadsheets Specialised spreadsheet auditing tools Proprietary audit methodology Provide independent review Improve governance & risk management Provides confidence © Access Analytic Solutions
  • 9. Make decisions with confidence © Access Analytic Solutions
  • 10.   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
  • 11. Analysis & Reporting Budgeting, & Forecasting What happened? What will happen? Report Forecast What could happen? Scenarios What is happening? What do I want to happen? Scorecard/Dashboard Budget Why? Analyse © Access Analytic Solutions
  • 12. © Access Analytic Solutions
  • 13. Options include: open/in-house, short/medium/long, hands-on/ presentation style, structured/un-structured … and more! “Excelerating your Financial Intelligence”® courses: Financial Modelling B3 (3 days) Advanced Financial Modelling B7 (3 days) Petroleum Resource Rent Tax Modelling M1 (3 days) Advanced Excel for Finance © Access Analytic Solutions M7 (5 days) (3 days) Introduction to VBA Macros C2 (2 days) Advanced VBA Macros Advanced Budgeting & Forecasting Financial Modelling for M&A M9 (5 days) Masters in Budgeting & Forecasting Mining Financial Modelling C1 B10 (3 days) Financial Modelling + Advanced Excel M5 (4 days) Financial Statement Analysis Oil & Gas Financial Modelling B9 (4 days) B6 (3 days) B5 (4 days) Real Options for Oil & Gas B8 (1 day) Oil & Gas Advanced Budgeting & Forecasting A2 (1 day) B4 (1 day) Company Valuation & Modelling Workshop and/or Mentoring B2 (3 days) Financial Modelling MBA D1 (2 days) Dashboard Reporting & Analysis D2 (1 day) Introduction to Power Pivot G1 (2 days) Excel Guru Masterclass
  • 14.        © 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
  • 15. 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 - - © Access Analytic Solutions 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
  • 16.  Key markets:  Strong team with decades of experience in:  Regional focus: Asia-Pacific, Middle-East, Africa ◦ Medium/large businesses ◦ Accounting and corporate finance ◦ Consulting to medium and large organisations ◦ Auditing and risk analysis © Access Analytic Solutions
  • 17. 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 © Access Analytic Solutions