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Company Profile
We believe Excel is the world’s best data analysis tool. It’s already
changed the world & we’re still only scratching the surface!
We provide AMAZING Excel solutions that enable companies to grow
faster, reduce costs & reduce risks
Assist Growth
Control Cost Process
Improvement
Financial
Modelling Reporting Training
Reduce Risk
Asia-Pacific Clients
Mining, Oil & Gas,
& Energy
Finance, Manufacturing,
Agribusiness & IT
Property, Services,
& Construction
PETRONAS
• 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),
Excel Expert (MOS)
BCom (Accounting &
Information Systems),
CISA, MAICD, FAIM, F Fin,
Author, International Presenter
Chartered Accountant (ACA),
Excel Expert (MOS),
BSc (Hons) Accounting &
Financial Management,
Author, Presenter
Yury Tokarev
Chartered Accountant (CA),
Excel Expert (MOS)
PhD (Finance & Economics),
GradDip (Accounting), BBS,
Presenter
Key Consultants
Automate repetitive manual processes
save time & cost, improve accuracy
Reduce risk of error in complex processes
standardise processes
Analyse results to drive decisions
rather than just collating and cleansing data
Examples
• Board/Management Packs
• Budget Packs
• Integrating Systems/Web
• Project & Document Controls
• BAS & Tax Automation
• Roster Planning
• Onboarding
• Remuneration Statements
• Payroll/Timesheet Automation
• Quoting/Costing
• Journal Automation
• Property Management
• Financial Adviser Applications
• Workflow & Approvals
Assist Growth
Control Cost
Reduce Risk
Reporting Training
Process
Improvement
“You and your team are some of the best folks I have met and worked with in Perth.”
“In my opinion Jeff, you and your guys have made a great contribution to the Planning and
analysis side of our work and have been a great asset to us and of course we get to push the
Big Button on your spreadsheets!” Alan, Planning Manager, Multi-national oil & gas client
Financial Modelling
Assist Growth
Control Cost
Reduce Risk
Reporting TrainingProcess
Improvement
Flexibility Efficiency Automation
Automation
Document Control Reporting & Progress Monitoring
• Validation of incoming data & comparison summaries on reports at two points in time.
• Summarising multiple date fields from 5,000 row documents into Actual v Planned progress charts
Workforce Planning and Budgeting System
• Auto-population of 200+ Cost Centre templates & automatic collation at Department & Company level
• Integrated cost allocation module plus reporting and analysis
Cashflow Forecasting
• Forecast multiple sources of cashflows based on patterns of historic actuals allowing for non-bank days
• Graphical representation of historic and future cashflow patterns at any chosen date.
Report Automation
• Extract Property data direct from main database.
• Flexible reporting on historic and future cashflows
• Single source of data entry removing multiple sources of “the truth”
Financial Modelling
MultipleDaysofTimeSaved
Assist Growth
Control Cost
Reduce Risk
Financial Modelling Reporting TrainingFinancial
Modelling
Process Improvements
Accurately analyse the future
Run scenarios & sensitivities to test assumptions, business models & show what-ifs
P&L, Cash Flow and Balance Sheet
Financial forecasts for businesses, projects or transactions
Best practice development standards
Ensuring robust, flexible, user-friendly models
Examples
• Capital raising (debt/equity)
• Budgeting/forecasting
• Project analysis
• Buying/selling business
• Valuations
• Investment decisions
• Financial products
Source Data
Manual Assumptions
and/or linked to systems
Calculations
Clearly defined inputs, calculations
and outputs. Focus on robustness.
Reports
Key Metrics EBITDA,
NPV Ratios
Scenarios
Flexible assumptions. Instant
Scenario Tables. Version Control
“We have hired Access
Analytic to construct
financial models for a
number of clients.
They often go beyond
expectations, finding useful
ways to analyse data and
incorporate the resulting
trends into 3-way forecasts.
Our clients have been blown
away by the robust financial
models and the insight
these models have provided
into their business.“
Andrew Birch,
CEO, Vantage Performance
Assist Growth
Control Cost
Reduce Risk
Financial Modelling Reporting TrainingFinancial
Modelling
Forecasting &
Capital Raising
Budget
Systems AutomationModel Audit
Sample of Recent Findings:
• Aeronautical client: $800m error
• Logistics Operator: 150 High Risk items identified
• Major Infrastructure Equity Raising Model: 28 High Risk items identified
Other industry results:
• Magellan Fund: $1.3b profit was a $1.3b loss!
• TransAlta Corporation: $24m write-off
• C&C Group: shares fell 15% due Excel error
• Credit Suisse: fined $9.5m over Excel errors
90% of Complex Models contain errors.
Stop them becoming problems!
Our experienced staff and specialised auditing software ensure you can make
decisions with confidence
Process Improvements
Assist Growth
Control Cost
Reduce Risk
Reporting Training
Reporting
Dashboards
• Automatic updates
• In-built Alerts and Checks for accuracy
• High quality output to engage audience
Power BI
• Business Intelligence built into Excel
• Handle huge amounts of data
• Agile reporting implementation – save cost & time
• Cloud-based for multi-device, mobile access
Finance, HR & Operations
• Board & Management Reporting: data-driven decisions
• Sales Analysis: x-sell, up-sell, new markets, competitors
• Cost Analysis: optimise, re-use, wastage
• HR: statistics, culture, productivity
• Operations: productivity, process flows, efficiencies
“Jeff and his team at Access
Analytic have the ability to
take complicated information
and make it meaningful and
useful.
They know more about using
Excel than anyone and they
can either do the analysis for
you, or build tools so you can
access the information easily.
If you need to better
understand your numbers,
they can help.”
David Beard,
HR Specialist
Process Improvements Financial Modelling
Assist Growth
Control Cost
Reduce Risk
Reporting Training
Reporting
Dashboard
& Power BI
Finance, HR
& Operations
Confidence
Aqwest
• Corporate reporting system, with interactive selection of KPIs
• Linked directly into database with on demand refresh capability
Chevron People Dashboard
• Summarise multiple elements of headcount stats and personnel profiles
• Built in data validation and easy updating of new departments / cost centres
• Data imported from source system reports, charts and reports update automatically
Centurion Garage Doors
• Series of dashboard reports for Board & senior management
• Business overview for monitoring & exception/variance analysis
• Expanded to provide filtered information to branch managers
Process Improvements Financial Modelling
Power
Query
Extract
& Transform
Power
Pivot
3D
Map
Combine &
Calculate
Visualise &
Drill Down
Excel Interface
Power BI
Visualise,
Distribute
& Interact
On-premise &
Cloud Data
Databases CSV, Excel
“Any Source”
Millions of rows
Assist Growth
Control Cost
Reduce Risk
Reporting Training
Reporting
Dashboard
& Power BI
Finance, HR
& Operations
Confidence
Process Improvements Financial Modelling
Power BI: would you like to do this?
www.accessanalytic.com.au/powerbi
World-leading Technology
Gartner Feb 2016
BI & Analytics Platforms
Assist Growth
Control Cost
Reduce Risk
Training
Training
• Excel, VBA, Power BI, Financial Modelling
• Boost staff productivity & efficiency
• Customised  more effective
• Groups of 4-30 staff
• Half/full day format in your office
• Often 50%+ less vs public courses
In-house
Training
Process Improvements Financial Modelling Reporting
Assist Growth
Control Cost
Reduce Risk
Reporting Training
Training
Best PracticeProductivityTailored courses
Woodside
• Customised 5-day training course for all new analysts to teach the Woodside approach to
modelling
Chevron - Excel Productivity Programme
• The essential guide to Excel’s capabilities, presented in a practical and easy to understand
format
Financial Modelling
• Learn how to build a financial model from the ground up, run scenarios & analyse the
results
Excel Super User
• An advanced course that’s actually advanced!
• Advanced functions, introduction to VBA, Power BI, advanced techniques
(note VLOOKUP is not “advanced”)
“Highly recommend attending
this course, Jeff Robson is very
approachable and
knowledgeable.”
"There were a lot of practical
examples that could be brought
into my daily work. Good &
clear explanations of difficult
concepts...I'm impressed by the
instructor's professionalism &
clear explanations of functions
that I've never heard of that I
could use."
“Wyn was a great facilitator.
He was engaging and made the
topic interesting and relevant
to our roles. This was definitely
the best Excel course I have
been on.”
Process Improvements Financial Modelling
Access Analytic is a strong team
with decades of experience in:
• Accounting and corporate finance
• Consulting to medium and large organisations
• Auditing and risk analysis
To learn more about how you can
grow faster, control costs and
reduce your risks, contact:
Jeff Robson
jrobson@accessanalytic.com.au
www.accessanalytic.com.au
Access Analytic Solutions Pty Ltd
Suite 143, Level 1, 580 Hay Street
Perth, WA 6000, Australia
Phone
08 6210 8500 (within Australia)
+61 8 6210 8500 (from overseas)
0412 581 486 (within Australia)
+61 412 581 486 (from overseas)
Email
info@accessanalytic.com.au
ABN 64 091 625 697, ACN 091 625 697
Contact Us

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Access Analytic Capability Statement

  • 1. Company Profile We believe Excel is the world’s best data analysis tool. It’s already changed the world & we’re still only scratching the surface! We provide AMAZING Excel solutions that enable companies to grow faster, reduce costs & reduce risks Assist Growth Control Cost Process Improvement Financial Modelling Reporting Training Reduce Risk
  • 2. Asia-Pacific Clients Mining, Oil & Gas, & Energy Finance, Manufacturing, Agribusiness & IT Property, Services, & Construction PETRONAS
  • 3. • 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), Excel Expert (MOS) BCom (Accounting & Information Systems), CISA, MAICD, FAIM, F Fin, Author, International Presenter Chartered Accountant (ACA), Excel Expert (MOS), BSc (Hons) Accounting & Financial Management, Author, Presenter Yury Tokarev Chartered Accountant (CA), Excel Expert (MOS) PhD (Finance & Economics), GradDip (Accounting), BBS, Presenter Key Consultants
  • 4. Automate repetitive manual processes save time & cost, improve accuracy Reduce risk of error in complex processes standardise processes Analyse results to drive decisions rather than just collating and cleansing data Examples • Board/Management Packs • Budget Packs • Integrating Systems/Web • Project & Document Controls • BAS & Tax Automation • Roster Planning • Onboarding • Remuneration Statements • Payroll/Timesheet Automation • Quoting/Costing • Journal Automation • Property Management • Financial Adviser Applications • Workflow & Approvals Assist Growth Control Cost Reduce Risk Reporting Training Process Improvement “You and your team are some of the best folks I have met and worked with in Perth.” “In my opinion Jeff, you and your guys have made a great contribution to the Planning and analysis side of our work and have been a great asset to us and of course we get to push the Big Button on your spreadsheets!” Alan, Planning Manager, Multi-national oil & gas client Financial Modelling
  • 5. Assist Growth Control Cost Reduce Risk Reporting TrainingProcess Improvement Flexibility Efficiency Automation Automation Document Control Reporting & Progress Monitoring • Validation of incoming data & comparison summaries on reports at two points in time. • Summarising multiple date fields from 5,000 row documents into Actual v Planned progress charts Workforce Planning and Budgeting System • Auto-population of 200+ Cost Centre templates & automatic collation at Department & Company level • Integrated cost allocation module plus reporting and analysis Cashflow Forecasting • Forecast multiple sources of cashflows based on patterns of historic actuals allowing for non-bank days • Graphical representation of historic and future cashflow patterns at any chosen date. Report Automation • Extract Property data direct from main database. • Flexible reporting on historic and future cashflows • Single source of data entry removing multiple sources of “the truth” Financial Modelling MultipleDaysofTimeSaved
  • 6. Assist Growth Control Cost Reduce Risk Financial Modelling Reporting TrainingFinancial Modelling Process Improvements Accurately analyse the future Run scenarios & sensitivities to test assumptions, business models & show what-ifs P&L, Cash Flow and Balance Sheet Financial forecasts for businesses, projects or transactions Best practice development standards Ensuring robust, flexible, user-friendly models Examples • Capital raising (debt/equity) • Budgeting/forecasting • Project analysis • Buying/selling business • Valuations • Investment decisions • Financial products Source Data Manual Assumptions and/or linked to systems Calculations Clearly defined inputs, calculations and outputs. Focus on robustness. Reports Key Metrics EBITDA, NPV Ratios Scenarios Flexible assumptions. Instant Scenario Tables. Version Control “We have hired Access Analytic to construct financial models for a number of clients. They often go beyond expectations, finding useful ways to analyse data and incorporate the resulting trends into 3-way forecasts. Our clients have been blown away by the robust financial models and the insight these models have provided into their business.“ Andrew Birch, CEO, Vantage Performance
  • 7. Assist Growth Control Cost Reduce Risk Financial Modelling Reporting TrainingFinancial Modelling Forecasting & Capital Raising Budget Systems AutomationModel Audit Sample of Recent Findings: • Aeronautical client: $800m error • Logistics Operator: 150 High Risk items identified • Major Infrastructure Equity Raising Model: 28 High Risk items identified Other industry results: • Magellan Fund: $1.3b profit was a $1.3b loss! • TransAlta Corporation: $24m write-off • C&C Group: shares fell 15% due Excel error • Credit Suisse: fined $9.5m over Excel errors 90% of Complex Models contain errors. Stop them becoming problems! Our experienced staff and specialised auditing software ensure you can make decisions with confidence Process Improvements
  • 8. Assist Growth Control Cost Reduce Risk Reporting Training Reporting Dashboards • Automatic updates • In-built Alerts and Checks for accuracy • High quality output to engage audience Power BI • Business Intelligence built into Excel • Handle huge amounts of data • Agile reporting implementation – save cost & time • Cloud-based for multi-device, mobile access Finance, HR & Operations • Board & Management Reporting: data-driven decisions • Sales Analysis: x-sell, up-sell, new markets, competitors • Cost Analysis: optimise, re-use, wastage • HR: statistics, culture, productivity • Operations: productivity, process flows, efficiencies “Jeff and his team at Access Analytic have the ability to take complicated information and make it meaningful and useful. They know more about using Excel than anyone and they can either do the analysis for you, or build tools so you can access the information easily. If you need to better understand your numbers, they can help.” David Beard, HR Specialist Process Improvements Financial Modelling
  • 9. Assist Growth Control Cost Reduce Risk Reporting Training Reporting Dashboard & Power BI Finance, HR & Operations Confidence Aqwest • Corporate reporting system, with interactive selection of KPIs • Linked directly into database with on demand refresh capability Chevron People Dashboard • Summarise multiple elements of headcount stats and personnel profiles • Built in data validation and easy updating of new departments / cost centres • Data imported from source system reports, charts and reports update automatically Centurion Garage Doors • Series of dashboard reports for Board & senior management • Business overview for monitoring & exception/variance analysis • Expanded to provide filtered information to branch managers Process Improvements Financial Modelling
  • 10. Power Query Extract & Transform Power Pivot 3D Map Combine & Calculate Visualise & Drill Down Excel Interface Power BI Visualise, Distribute & Interact On-premise & Cloud Data Databases CSV, Excel “Any Source” Millions of rows Assist Growth Control Cost Reduce Risk Reporting Training Reporting Dashboard & Power BI Finance, HR & Operations Confidence Process Improvements Financial Modelling
  • 11. Power BI: would you like to do this? www.accessanalytic.com.au/powerbi
  • 12. World-leading Technology Gartner Feb 2016 BI & Analytics Platforms
  • 13. Assist Growth Control Cost Reduce Risk Training Training • Excel, VBA, Power BI, Financial Modelling • Boost staff productivity & efficiency • Customised  more effective • Groups of 4-30 staff • Half/full day format in your office • Often 50%+ less vs public courses In-house Training Process Improvements Financial Modelling Reporting
  • 14. Assist Growth Control Cost Reduce Risk Reporting Training Training Best PracticeProductivityTailored courses Woodside • Customised 5-day training course for all new analysts to teach the Woodside approach to modelling Chevron - Excel Productivity Programme • The essential guide to Excel’s capabilities, presented in a practical and easy to understand format Financial Modelling • Learn how to build a financial model from the ground up, run scenarios & analyse the results Excel Super User • An advanced course that’s actually advanced! • Advanced functions, introduction to VBA, Power BI, advanced techniques (note VLOOKUP is not “advanced”) “Highly recommend attending this course, Jeff Robson is very approachable and knowledgeable.” "There were a lot of practical examples that could be brought into my daily work. Good & clear explanations of difficult concepts...I'm impressed by the instructor's professionalism & clear explanations of functions that I've never heard of that I could use." “Wyn was a great facilitator. He was engaging and made the topic interesting and relevant to our roles. This was definitely the best Excel course I have been on.” Process Improvements Financial Modelling
  • 15. Access Analytic is a strong team with decades of experience in: • Accounting and corporate finance • Consulting to medium and large organisations • Auditing and risk analysis
  • 16. To learn more about how you can grow faster, control costs and reduce your risks, contact: Jeff Robson jrobson@accessanalytic.com.au www.accessanalytic.com.au Access Analytic Solutions Pty Ltd Suite 143, Level 1, 580 Hay Street Perth, WA 6000, Australia Phone 08 6210 8500 (within Australia) +61 8 6210 8500 (from overseas) 0412 581 486 (within Australia) +61 412 581 486 (from overseas) Email info@accessanalytic.com.au ABN 64 091 625 697, ACN 091 625 697 Contact Us