Our Financial Analysis Methodology

We've spent years refining how we approach financial statement analysis. It's not just about crunching numbers—it's about understanding the story behind them and what they mean for Australian businesses trying to make sense of their position.

Four Core Analytical Frameworks

Ratio Deep Dive

We start with the basics but go deeper than surface metrics. Liquidity, profitability, and efficiency ratios tell different stories depending on industry context and business cycles. Our approach considers seasonal patterns specific to Australian markets.

Trend Mapping

Single-period analysis only gives you a snapshot. We map financial trends over multiple reporting periods to identify patterns, anomalies, and potential warning signs that might otherwise go unnoticed in quarterly reviews.

Comparative Context

Your numbers mean more when placed alongside industry benchmarks and peer performance. We use Australian market data to provide relevant comparisons that actually help with decision-making rather than just academic exercises.

Cash Flow Reality

Profit on paper doesn't always translate to cash in the bank. We examine operating, investing, and financing activities to understand the real financial health of your business—because cash flow problems end businesses faster than low profits.

Meet Our Analysis Team

Lachlan Thornbury financial analyst

Lachlan Thornbury

Senior Financial Analyst

Specializes in cash flow analysis and working capital management for mid-sized Australian enterprises.

Sienna Blackwood ratio analysis expert

Sienna Blackwood

Ratio Analysis Specialist

Focuses on profitability metrics and trend identification across diverse industry sectors in NSW and Victoria.

Freya Kirwan comparative analysis lead

Freya Kirwan

Comparative Analysis Lead

Develops industry benchmarks and peer comparison frameworks tailored to Australian business environments.

Progressive Learning Path

Our educational approach builds skills systematically. Each stage prepares you for the next, with practical application throughout. Programs commence September 2025.

Foundation Module

Weeks 1-4

We start with financial statement fundamentals—balance sheets, income statements, and cash flow statements. You'll learn to read and interpret basic components before moving to analysis techniques.

  • Understanding financial statement structure
  • Account classifications and relationships
  • Basic accounting principles review
  • Introduction to financial ratios

Analytical Techniques

Weeks 5-10

Here's where analysis really begins. You'll calculate and interpret key ratios, understand what they reveal about business performance, and learn when different metrics matter most.

  • Liquidity and solvency analysis
  • Profitability measurement methods
  • Efficiency and activity ratios
  • Market value indicators

Advanced Integration

Weeks 11-16

Single metrics don't tell complete stories. This stage teaches you to integrate multiple analytical approaches, identify patterns across periods, and develop comprehensive assessments.

  • Multi-period trend analysis
  • Industry-specific considerations
  • Comparative benchmarking methods
  • Cash flow forecasting basics

Practical Application

Weeks 17-20

Theory meets practice through case studies based on real Australian businesses. You'll conduct full analyses, prepare reports, and present findings—skills that translate directly to professional work.

  • Comprehensive case study analysis
  • Report writing and presentation
  • Identifying red flags and opportunities
  • Communicating findings effectively

Ready to Develop These Skills?

Our next program begins September 2025. Classes run evenings and weekends to accommodate working professionals. Limited to 24 participants to ensure individual attention.

Enquire About Enrollment
Financial analysis learning environment