Financial Analysis Study Materials
Real resources built from actual client work. These aren't theoretical case studies—they're templates, frameworks, and guides that came from solving problems with Australian businesses throughout 2024 and early 2025.
View Learning ProgramFinding Your Starting Point
Different backgrounds need different approaches. Here's how to figure out which materials match where you're coming from.
What's your current role?
Coming from accounting/bookkeeping
You already know the numbers—start with strategic analysis modules. Focus on ratio interpretation and forecasting rather than basic financial statements.
Working in operations/management
Begin with financial statement fundamentals, then move quickly into cost analysis and budgeting. That's where you'll see immediate application to your current work.
How much time can you commit weekly?
5-8 hours per week
Standard path works well. You'll complete the full program in 9-10 months starting September 2025, with time to properly work through practice exercises.
2-4 hours per week
Extended timeline makes more sense—plan for 14-16 months. Focus on one module at a time and really absorb it before moving forward.
What's your software experience?
Comfortable with Excel basics
Jump straight into financial modeling modules. We'll build on formulas you know and introduce advanced functions as you need them for specific analyses.
Limited spreadsheet experience
Start with the Excel fundamentals primer before the main program. It's self-paced and covers everything from basic functions to pivot tables.
Available Resources by Category
Everything's organized by what you're trying to accomplish. Download what you need, skip what doesn't apply to your situation right now.
Financial Statement Templates
Balance sheets, P&L statements, and cash flow templates built for Australian reporting standards. Includes real company examples with notes explaining key line items.
Ratio Analysis Workbooks
Pre-built Excel files that calculate liquidity, profitability, and efficiency ratios automatically. Just plug in your numbers and see how metrics compare to industry benchmarks.
Forecasting Models
Three-statement projection models with scenario analysis built in. These are simplified versions of what we use for actual client work, adapted for learning purposes.
Case Study Archives
Real business scenarios from 2023-2024 (anonymized). Each includes raw data, guided analysis questions, and detailed solution walkthroughs from our analysts.
Dashboard Templates
Pre-formatted reporting dashboards for different business types. Retail, services, and manufacturing versions available with instructions for customization.
Budget Planning Frameworks
Zero-based and incremental budgeting templates with variance tracking. Includes monthly review templates and adjustment worksheets for rolling forecasts.
Cost Analysis Tools
Break-even calculators, contribution margin analysis, and cost allocation models. These are the tools you'll use most often once you're working with real business data.
Reference Guides
Quick-reference sheets for formulas, accounting principles, and analysis frameworks. Print these out—they're designed to sit next to your keyboard while you work.
Typical Learning Progression
This is how most people move through the materials. You can jump around, but this sequence tends to make the most sense for building foundational knowledge first.
Months 1-2
Financial Statement Literacy
Reading and interpreting balance sheets, income statements, and cash flow statements. You'll work with real company reports from ASX-listed firms to practice identifying key information and understanding what the numbers actually mean.
Estimated commitment: 6-8 hours weekly
Months 3-4
Ratio Analysis & Benchmarking
Moving beyond just reading statements to actually analyzing performance. You'll calculate and interpret profitability ratios, liquidity measures, and efficiency metrics—then compare them to industry standards to identify strengths and concerns.
Estimated commitment: 7-9 hours weekly
Months 5-6
Cost Analysis & Budgeting
Practical tools for managing business finances. Building budgets, tracking variances, analyzing costs, and understanding where money's actually going. This is where people usually start seeing immediate application to their current jobs.
Estimated commitment: 6-8 hours weekly
Months 7-9
Financial Modeling & Forecasting
Building projection models and running scenario analysis. You'll create three-statement forecasts, model different business decisions, and learn to present financial projections that stakeholders can actually use for planning.
Estimated commitment: 8-10 hours weekly
Next Program Starts September 2025
Applications open in June. We're limiting the autumn cohort to 35 people so everyone gets proper attention during the learning process. If you're interested, worth getting your name down early.