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Financial Analysis Training That Matches Real Business

Practical training for people who want to understand numbers and make better decisions—not become spreadsheet wizards overnight.

Look, most finance courses teach theory. We focus on what actually happens when you're staring at monthly reports trying to figure out if you should expand or hold off. Our September 2025 cohort brings together business owners, aspiring analysts, and people tired of guessing based on gut feeling alone.

Discuss Your Goals

How the Program Actually Works

Three phases over eight months. Each builds on the last, but we're not rushing anyone through formulas they'll forget next week.

1

Foundation Work

Weeks 1-10

We start with the basics—what financial statements actually tell you, how to spot patterns, and why some numbers matter more than others. Real examples from Australian businesses, not textbook scenarios.

2

Applied Analysis

Weeks 11-22

This is where it gets interesting. You'll work with actual financial data, make projections, and learn what to do when things don't add up. We cover forecasting, variance analysis, and decision support that boards actually care about.

3

Strategic Integration

Weeks 23-32

Final phase focuses on presenting insights and building reports that influence decisions. You'll complete a capstone project using a real business scenario—something you can actually show people later.

Participants analyzing financial data during workshop session

Workshop Sessions

Twice-monthly in-person workshops in Castle Hill where we work through problems together. No passive lectures.

Financial modeling session showing real business case analysis

Real Case Work

Every module includes actual business cases from Australian companies—retail, manufacturing, services. The messy stuff.

Who's Teaching This

Three practitioners who've spent years doing financial analysis for businesses across Sydney. They've seen what works and what doesn't—and they're honest about both.

Portrait of Callum Bergstrom, lead financial analysis instructor

Callum Bergstrom

Program Lead

Spent twelve years as CFO for mid-sized manufacturers. Now teaches analysis methods that actually get used in boardrooms, not filed away.

Portrait of Dmitri Kowalczyk, senior finance instructor

Dmitri Kowalczyk

Senior Instructor

Financial controller background with specialty in variance analysis and forecasting. He makes complex models understandable without dumbing them down.

Portrait of Sienna Thorne, strategic finance instructor

Sienna Thorne

Strategic Finance

Former investment analyst who now consults for growing businesses. She focuses on decision-making frameworks and presentation skills.

Program Investment

Pricing is straightforward. We offer flexibility because people have different situations, but the quality stays consistent.

  • Full Program (32 weeks) $4,850 AUD
  • Foundation Phase Only $1,650 AUD
  • Payment Plan (4 installments) $1,275 AUD/month

All materials, workshop access, and one-on-one feedback sessions included. If you complete Foundation and want to continue, we credit your initial payment toward the full program.

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What You Actually Get

Beyond the sessions, you'll have access to resources and support that help you apply what you're learning right away.

  • Sixteen in-person workshops at our Castle Hill location
  • Complete set of templates and models we've developed over years
  • Monthly one-on-one feedback session with instructors
  • Access to case study library with Australian business examples
  • Capstone project review and presentation coaching
  • Six months of post-program support for questions

Some past participants have gone on to analyst roles. Others use these skills in their own businesses or to support better planning in their current positions. We're not promising career transformation—just practical capability you can build on.

Next Cohort: September 2025

We're taking applications now for our September intake. Classes start September 8th, running through April 2026. Workshops are Tuesday evenings and alternate Saturdays—schedule designed for working professionals.