Meet Our Financial Analysis Team
We're a group of finance professionals who've been working together since 2018, helping Australian businesses understand their financial position through detailed company comparisons. Our backgrounds span investment banking, corporate finance, and data analysis.
Marcus Chen, Lead Analyst
Marcus started his career at Macquarie Bank before joining a boutique investment firm in 2015. He noticed that many business owners struggled to benchmark their performance against competitors because the data was scattered across different sources.
After spending three years manually creating comparison reports for clients, he realized there had to be a better way. That's when he started building the frameworks we use today for automated financial benchmarking.
His expertise in both traditional finance and modern data processing helps us deliver insights that are both technically sound and practically useful for business decisions.
Our Combined Experience
How We Approach Financial Comparison
We developed our methodology after reviewing hundreds of financial statements and noticing patterns in how successful businesses structure their finances compared to those that struggle.
Instead of just looking at raw numbers, we examine ratios, trends, and industry-specific metrics that actually predict business health. This approach came from Marcus's background in credit analysis and our team's experience with venture capital due diligence.
What makes our process different is that we don't just generate reports. We spend time understanding the context behind each business's numbers, which helps us identify meaningful comparisons rather than superficial ones.
Data Collection & Verification
We gather financial data from ASIC records, annual reports, and industry databases, then cross-reference multiple sources to ensure accuracy before any analysis begins.
Industry Context Analysis
Each company is evaluated against industry-specific benchmarks and seasonal patterns that affect their sector, not just generic financial ratios.
Trend Pattern Recognition
We examine three to five years of data to identify genuine trends versus one-time events, which helps predict future performance more accurately.
Core Team Members
David Hoffman
Sarah Mitchell
Work With Our Team
If you're looking for detailed financial analysis that goes beyond basic comparisons, our team can help. We typically work with businesses that need comprehensive benchmarking for strategic planning, investment decisions, or competitive analysis.
