Financial Modeling for Australian Analysts
Learn from practitioners who've built models for ASX-listed companies and private equity firms across Sydney and Melbourne.
We started this program in 2019 after noticing a gap. Fresh graduates had theoretical knowledge but couldn't build a three-statement model under deadline pressure. Senior analysts were promoting juniors who learned everything on the job—often the hard way.
Our instructors have combined 40+ years working in corporate finance, investment banking, and equity research. They teach what actually gets used in Australian markets, not generic textbook examples.
Get Program DetailsWho You'll Learn From
Both instructors are based in Australia and bring real experience from local and international markets.
Lennart Østergaard
Lead Instructor
Lennart spent eight years at a mid-tier investment bank in Sydney, where he built valuation models for healthcare and technology companies. He moved to Australia from Copenhagen in 2014 and now consults for private equity firms while teaching our advanced modeling modules.
DCF modeling, scenario analysis, and building flexible templates that don't break when assumptions change. He's particularly good at explaining why certain shortcuts work and when they don't.
Ruxandra Tănase
Senior Instructor
Ruxandra worked at a Big Four firm in Melbourne for six years, specializing in transaction advisory. She's built financial models for acquisitions ranging from $5 million to $500 million. Before that, she was an equity research analyst covering industrial companies.
Financial statement integration, working capital modeling, and presentation design. She emphasizes building models that your managers can actually follow and audit without asking you 20 questions.
What Students Build
Our autumn 2025 cohort will complete three major projects over 16 weeks.
We don't promise job placement or specific salary bumps. What we can tell you is that past students have used their project work in interviews and on-the-job situations. Several have told us the models they built here were better structured than what they saw at their first employers.
Weeks 1-4: Foundation Model
Build a three-statement model for an ASX-listed company. You'll work with real annual reports and learn to spot common financial statement tricks that throw off projections.
Weeks 5-10: Valuation Project
Create a full DCF model with sensitivity tables and comparable company analysis. This gets detailed—you'll calculate WACC from scratch and defend your assumptions in peer reviews.
Weeks 11-14: M&A Model
Model an acquisition scenario with multiple financing options. You'll learn accretion/dilution analysis and how to present findings to non-financial stakeholders.
Weeks 15-16: Portfolio Presentation
Polish your three models and present them to the group. This simulates the real experience of walking management through your recommendations under time pressure.
How the Program Works
Designed for working professionals—all sessions are evenings and weekends starting September 2025.
Live Sessions Twice Weekly
Tuesday evenings (6:30-9pm) and Saturday mornings (9am-12pm). Sessions are recorded if you miss one, but most learning happens during live Q&A when you're stuck on a formula.
Individual Model Reviews
Each student gets three one-on-one sessions with instructors to review their work. This is where we catch the subtle errors that compound—like circular references or assumption cells hidden in the wrong sheet.
Access to Template Library
You'll get our collection of Excel templates that we've refined over years. These aren't meant to be copied blindly—they're starting points that show best practices for layout and documentation.
Small Cohort Size
We cap enrollment at 18 students. Lennart and Ruxandra can't give meaningful feedback to more people than that. You'll also work in pairs on certain projects, which mirrors how modeling actually gets done in most firms.