Projects involving making sense of ‘numbers’ in businesses or activities.

Accounting-related issues

  • Rebuilt a commercial bank’s Chart of Accounts in line with National Bank of Cambodia guidelines
  • Investigated a commercial bank’s General Ledger accounting system preparatory to cutting over to a computerised accounting system (Cambodia)

Asset sales

  • ‘Information Memorandum’ for potential purchasers of a government-owned bank (Cambodia)
  • ‘Invitation to Offer’ document required for the sale process to sell a government-owned bank (Cambodia)
  • Analysis of the issues to consider as part of selling a holding in an Australian banking entity

Competitor analysis

  • Competitor analysis of a significant Australian banking competitor
  • Analysis of the strategic options facing a major Asian bank
  • Corporate profile of a major property investor


  • Study team leader of data warehouse study (The Philippines)
  • ‘Request for Tender’ document (The Philippines)
  • Managed property valuation process (Australian not-for-profit)
  • Implemented an investment policy for an Australian not-for-profit, after policy approval by the Board

Policy-related issues

  • The Treasury, Canberra, wrote papers on:
    • EFIC [Export Finance and Insurance Corporation]: Concessional Financing Facility
    • EFIC: Approved Lending Programme
    • Financial markets implications of corporate collapses
    • Credit card pricing

Client-defined analytical projects

  • Investigated the possible sale of assets of non-performing finance companies
  • Elicited an offer for shares in a health care group
  • Joint venture proposal in the telecommunications industry
  • Study of regional banks in the USA

Quantitative analysis

  • Allocated insurance costs to individual operational sites (Australian not-for-profit)
  • Designed a variance report for presentation of budget items to Board (Australian not-for-profit)
  • Assessed tenders for triennial property valuation process (Australian not-for-profit)
  • Investigated motor vehicle changeover costs (Australian not-for-profit)


  • Analysis of a UK acquisition opportunity
  • Analysis of an investment opportunity: a regional bank in the Pacific
  • Initial analysis, field visit and preliminary negotiations for acquisition of bank branches in South Pacific
  • Analysis of a USA bank