Financial Analysis Training You'll Actually Use

We're not about theoretical models that gather dust. Our program focuses on practical financial analysis skills that Australian businesses need right now — taught by people who've spent years doing this work, not just talking about it.

Learn From People Who've Been There

Our instructors aren't career academics. They're financial analysts who moved into teaching because they wanted to share what actually works. Each brings at least a decade of hands-on experience with Australian companies.

Kieran Ashworth teaching financial modelling concepts

Kieran Ashworth

Cash Flow Analysis

Spent 14 years helping mid-sized manufacturing firms sort out their cash flow problems. Now teaches the same frameworks he used with real clients — the ones that actually helped companies avoid running out of money.

Margot Ellwood demonstrating financial reporting techniques

Margot Ellwood

Financial Reporting

Built her career fixing messy financial statements for businesses preparing for audits or investor pitches. She knows what confuses people because she's answered the same questions hundreds of times.

Fiona Lochlan reviewing investment analysis methods

Fiona Lochlan

Investment Analysis

Worked in equity research for boutique firms before realizing she preferred teaching people to spot good investments. Her approach: skip the jargon, focus on what the numbers mean.

Sienna Drummond explaining budget forecasting strategies

Sienna Drummond

Budget Forecasting

Handled financial planning for retail chains and hospitality groups. She's particularly good at helping people build forecasts that don't fall apart when reality hits — which happens more often than you'd think.

How We Actually Teach This Stuff

Every session revolves around real scenarios our instructors encountered during their consulting work. You'll work through actual problems — anonymized, obviously — not textbook examples. When Kieran explains cash flow analysis, he's drawing from that time he helped a client figure out why they were profitable on paper but couldn't pay suppliers. When Fiona talks about investment analysis, she references specific decisions she made (and some she wishes she hadn't). This isn't academic theory. It's what happens when you're the one who has to make the call.

Students working through financial analysis exercises in small group setting

Why Small Groups Change Everything

We cap each cohort at twelve people. Not because we're trying to be exclusive — though it does mean you need to book early for the September 2025 intake — but because financial analysis makes more sense when you can ask questions the moment you're confused.

  • You'll spend about half your time working through problems on your own laptop while instructors circulate. When you get stuck, someone's there within minutes.
  • Group discussions happen naturally when someone asks a good question. We've found that hearing how other people think through analysis problems often clicks better than just listening to an instructor.
  • Weekly mentor sessions let you bring your own work. If you're struggling with your company's actual financial statements, we can look at those together.
  • You'll build analysis models from scratch, not fill in templates. Templates are helpful later, but you need to understand what goes into building them first.

What You'll Learn to Do

These are the core skills you'll develop over sixteen weeks. Each one builds on work our instructors did repeatedly in their consulting practices — things businesses actually need done properly.

01

Read Financial Statements Like a Pro

Most people can look at profit and loss statements. Fewer can spot the warning signs buried in balance sheets or cash flow statements. You'll learn both.

  • Identify red flags in balance sheets that suggest cash problems ahead
  • Trace how transactions flow through all three financial statements
  • Understand what notes and disclosures reveal about business health
  • Compare financial statements across companies in the same industry
02

Build Financial Models That Hold Up

Anyone can plug numbers into Excel. Building models that remain accurate when assumptions change takes more thought. We'll teach you how structure matters.

  • Design models with clear separation between inputs, calculations, and outputs
  • Build flexibility so you can test different scenarios quickly
  • Create error checks that catch mistakes before they cause problems
  • Document your logic so someone else can understand your work
03

Forecast Revenue Without Fooling Yourself

Revenue forecasting is where optimism meets reality, often painfully. We'll show you techniques that balance ambition with honest assessment.

  • Use historical patterns to build baseline projections
  • Adjust for known changes in market conditions or business strategy
  • Create probability-weighted scenarios instead of single-point forecasts
  • Track forecast accuracy and learn from where you were wrong
04

Analyze Investment Opportunities Properly

Whether it's equipment purchases or acquisition targets, you need frameworks for deciding if something's worth the money. We'll teach multiple approaches.

  • Calculate net present value and understand what discount rates really mean
  • Use internal rate of return without falling for its common traps
  • Build payback period calculations for quick initial assessments
  • Factor in qualitative considerations that pure numbers miss

Real-World Projects You Can Show Employers

By the end of the program, you'll have completed three substantial projects based on real company situations. These aren't assignments you complete and forget — they're portfolio pieces that demonstrate actual capability.

  • Full financial analysis of a publicly traded Australian company with investment recommendation
  • Three-year financial model for a business expansion scenario with multiple sensitivity analyses
  • Comprehensive cash flow improvement plan addressing real liquidity challenges
  • Due diligence report evaluating a potential acquisition target
Completed financial analysis project displayed on laptop screen during portfolio review

Next Intake Opens September 2025

Our autumn cohort runs from early September through mid-December 2025. Classes meet Tuesday and Thursday evenings, with optional Saturday workshops twice monthly.

Program Duration
16 weeks
(September – December 2025)
Class Schedule
Tuesdays & Thursdays
6:30 PM – 9:00 PM AEST
Location
Shop 167 Oxford St
Bondi Junction NSW 2022
Cohort Size
Maximum 12 participants
(8 spots remaining)
Applications for September 2025 close on August 15. We'll schedule brief interviews with each applicant during late August to discuss your background and learning goals. Previous cohorts have included accountants moving into analysis roles, business owners wanting to understand their own numbers better, and career changers from technical fields.
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