Capabilities

Business Plans and Cases

Expertise in developing the value proposition and corresponding financial models for new products, services, business ventures and strategic initiatives.

Typical scope includes external market analysis and research, strategy development, financial modelling, producing PowerPoints, presenting ideas to internal/external stakeholders.

Previous experience includes:

  • Launch of new renewable energy products
  • Acquisition of listed and unlisted competitors
  • Evaluation of new professional service line
  • Capital expenditure approvals for contract mining projects
  • Greenfields port development
  • Feasibility analysis of Agricultural farm fund

 

Financial Modelling 

Financial models are a core part of any initiative; a fit-for-purpose model delivers value by providing insights into the key questions. Susan can construct financial models that are dynamic, include sensitivities and scenario analysis, integrate with existing reporting systems, utilise macro’s as required and produce full 3-way financial statements.

Previous models built from scratch includes:

  • complex financing structures to assess financial returns across alternative capital structures
  • Business Acquisition models
  • Sell-side business valuation model
  • Rolling budget and forecasting models
  • Pricing models for retail products
  • CGU Impairment models for annual Audit

 

Strategic Planning 

Expertise in managing complex annual strategic plan and budget processes for large clients (annual revenue between $500m – $10bn)  with multiple business units/projects or who are undergoing amalgamations.

Scope covers project management, stakeholder engagement and facilitation, external market analysis and bench-marking, strategy development, detailed financial modelling, preparation of board level presentations and plans, cascading high level strategy into operational plans and targets for individual teams.

Previous experience includes:

  • Leighton Contractors Mining division
  • Origin Energy Retail division
  • Aviva Investors pan-European retail sales team