Performance monitoring
With our financial modelling expertise supported by advanced data analytics, we can provide you with the tools to assess and optimise your assets and portfolio performance.
Financial models are at the heart of what we do. But it’s not just about building exceptional, easy to use models - we focus on the project, not just the spreadsheet. Our deep understanding of transactions, our clients' needs, the context of the deal and the complexity of the transaction, drives our approach and enables our clients to better understand their business, manage uncertainty and optimise returns.
Financial modelling
Our simple, transparent and easy-to-understand financial models serve multiple purposes: ongoing monitoring of the performance of an asset/business, accurate forecasting of operational cashflows, reporting project health to stakeholders, including lenders and shareholders, sensitising key variables and being able to analyse the impact. We have built 1000+ operational models.
Portfolio monitoring
Using our top-down portfolio models that extract key information from asset models and consolidate the cashflows, we help you track each asset in the portfolio across a common set of financial measures, helping you understand the value and risks across specific assets or the portfolio as a whole, visualising the impact of changes in macro environment / sensitivities.
Data analytics
Our models incorporate a wide range of scenarios and sensitivities. With flexibility embedded in our models, we can assess various factors impacting performance of the asset or portfolio. To bring insight and clarity to your projects, we utilise PowerBI to develop visual dashboards of key outputs from the various scenarios for easy comparison.
Management reporting
Actionable and regular reporting provides transparency of the key financial and non-financial performance metrics. Easy to access, visual reports collate the data from internal systems, spreadsheets, third party sources for effective management reporting.
Business planning modelling
All businesses need to plan for a range of scenarios and strategies. A robust and intuitive model allows these scenarios to easily be set up and the results on the key business metrics analysed, without time spent ‘fighting against’ the model.
Training
(Modelling, Data analytics)
We regularly provide financial modelling and project finance training to banks, funds and project sponsors. Typical training is structured around three core skill areas: Excel/financial modelling, project finance and project analysis. Training is tailored to your teams needs and encompasses a mixture of lectures, discussion sessions and practical examples.
Our added value
We make the complex simple - regardless of the asset, entity structure or geography. We focus on the project, not just the spreadsheet.
We organise large and complex data into a structured information resource, and in return provide you with visually impactful and action oriented insights to improve performance, save you time and give you confidence to make better, more informed decisions.
Model-build approach and structure is tailored to your project and your stakeholders’ needs, however, all our models are easy to update, analyse and navigate, using short workings that are intuitive to follow.
Experience of 1,700+ modelling mandates across variety of sectors in the last two decades allows us to anticipate issues before they manifest.
Our clients
“Amberside Advisors created a fully customised operational model to track, monitor and forecast the performance of our investment portfolio and our financial sustainability. Amberside understood the project, and what we were trying to achieve which enabled them to provide the right financial model for our needs. This included bespoke modelling of our business/non business VAT methodology and modelling of different investment asset classes. They designed a well-structured, easy to review model and dashboard to help us manage our project, and help us establish what we need to achieve to meet our targets. We look forward to working with them in the future.”
Jeremy Godfrey, Finance Director, Milton Keynes Parks Trust Limited
Enhancing solar asset management with a planning model and scenario analytics
