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
Management
- 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)
Valuation
- 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
