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About SumProduct

About us

SumProduct is a leading modelling and business consultancy firm, specialising in reviewing spreadsheets, providing both training and the development of Best Practice financial models, to create the reporting foundations organisations need to grow and succeed in a dynamic commercial environment. 

 

Established in 2010, SumProduct now has offices in Australia, America and the United Kingdom, which enables us to efficiently and effectively support organisations anywhere at anytime. 

 

While still relatively new, the combined team have over 100 years of experience in the modelling industry, gaining significant expertise to solve the most complex problems.  Our modellers come from a diverse range of business and academic backgrounds with specialised skillsets to enable the co-development of the best modelling solutions and training for our clients. 

 

We bring a fresh perspective, a meticulous, innovative and collaborative approach, and always provide the most up-to-date training and solutions based on our unparallelled expertise in Microsoft Excel and associated tools. 

 

SumProduct has an ever-extending library of thought leadership articles, training courses, magazine items, books, blogs, a YouTube and TikTok channel, and hosts the Excel Virtually Global event, featuring over 50 speakers and 3,500 attendees each year. 


Why SumProduct? 

Our experience and expertise in financial modelling are unrivalled, demonstrated through our extensive range of thought leadership articles, videos, blogs and published books.  There is a new thought leadership piece of content every workday! 

 

We have supported global organisations across multiple sectors and industries to solve the most complex of problems, produce highly specialised financial models, conduct audits and reviews and regularly provide interactive training courses, delivered in a variety of formats to suit any learning preference. 

 

We speak the language of finance and accounting, that’s because we are finance and accounting professionals.  We are highly recognised specialists conducting training, not trainers teaching everyday mundane Excel features and functionalities. 

 

Our directors have been recognised 19 times by Microsoft as a Microsoft Valuable Professional (MVP) in Excel – an award given by Microsoft to technology experts who passionately share their knowledge with the community.  There are less than 130 world-wide.  Indeed, in our US office, our trainer was a long-standing employee of Microsoft on the Excel product team while our Melbourne leader was honoured with the inaugural Lifetime Achievement Award for financial modelling. 

We are Process Matter Experts:  we know the right tools, techniques, tips and tricks for your problems and work with you, the Subject Matter Experts in your business and industry, to positively and strategically collaborate in achieving your business’ goals and objectives in a timely manner. 


Our Expertise

We have undertaken a vast array of modelling assignments over the years, including:

  • Business planning
  • Building three-way integrated financial statement projections
  • Independent expert reviews
  • Key driver analysis
  • Model reviews / audits for internal and external purposes
  • M&A work
  • Model scoping
  • Project finance
  • Real options analysis
  • Refinancing / restructuring
  • Strategic modelling
  • Training
  • Valuations
  • Working capital management

Our Experience

We have worked in a variety of industries and business sectors including:

  • Academia
  • Banking and finance
  • Consulting
  • Energy sector
  • Gaming
  • Government
  • Leisure
  • Manufacturing
  • Mining
  • Not for profit
  • Private equity
  • Property / real estate
  • Retail
  • Transport and logistics
  • Water industries

Our People

SumProduct has access to a network of some of the most experienced staff working exclusively in business modelling.

Our modellers have come from a diverse range of business and academic backgrounds with different skill sets required to co-develop the best modelling solutions for our clients.

To us, it’s all about collaboration.

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