Our staff consist of leading financial modellers with diverse skills and experience. They have built and maintained financial models for a range of companies, from listed entities to leading private companies, across a range of industry sectors. They have an in-depth understanding of clients’ businesses and aim to provide the highest level of service.
Ryan Barrett
Director
Ryan is an experienced consultant with a background in corporate strategy and financial modelling. Ryan’s background and experience assists him with identifying the need for a financial model, defining requirements, developing the model and embedding the model within a well-defined corporate process.
Ryan has built and maintained financial models for clients in the financial services, retail, manufacturing and media industries. Many of Ryan’s models have been corporate planning models which allow clients to align their internal strategies and views on external factors to produce driver based financial plans. Other modelling experience includes the development of leverage finance models, M&A valuation models, property fund valuation models and corporate finance ‘deal origination’ models.
Ryan holds a Masters of Applied Finance degree with Macquarie University and a Bachelor of Commerce in Finance and a Bachelor of Science in Psychology from Monash University.
Henry Wu
Director
Henry is an expert at financial modelling and spreadsheet development. He has built and maintained models that are actively being used in the retail, manufacturing, energy, financial services and transportation industries.
While working in the Investment Banking division of J.P. Morgan, Henry developed models used to value transactions and inform corporate finance decisions. These models were developed for both listed and privately owned companies within the transportation, packaging and gaming sectors.
Henry is a CFA charter holder and holds a Bachelor of Commerce in Actuarial Studies from the University of Melbourne. As an expert financial modeler, Henry has presented Excel training courses to a wide range of industry participants on the development of effective financial models.