Lilliana Pemberton
Chief Financial Officer, Meridian Property Group
Real Transformation Stories
These aren't hypothetical success stories. Our clients share honest accounts of how proper financial modeling changed their business operations.
Meridian Property Group - January 2024
Lilliana's team was spending entire weekends reconciling different financial reports. Budget variance analysis took two weeks each month, and scenario planning was nearly impossible.
Meridian Property Group - December 2024
The integrated financial model now handles variance analysis automatically. Scenario planning happens in real-time, and the team focuses on strategic analysis rather than data compilation.
Client Success Details
Each engagement teaches us something new about financial modeling challenges. Here are specific examples of problems we've solved and approaches that worked.
Manufacturing Cost Analysis
A Brisbane manufacturing company needed to understand their true product costs across seven production lines. Their existing system couldn't handle variable overhead allocation properly.
Built activity-based costing model that revealed two products were actually loss-makers. Client redirected resources to profitable lines.
Retail Chain Expansion
Sydney retail chain wanted to expand into Melbourne but couldn't model different market conditions, rent structures, and customer patterns effectively.
Created location-specific models that helped identify optimal store sizes and inventory mixes for new markets.
Technology Startup Valuation
Perth tech startup needed robust financial models for Series A funding. Investors wanted detailed unit economics and cohort analysis capabilities.
Developed comprehensive SaaS metrics dashboard that became central to their investor presentations and ongoing management.
Healthcare Practice Consolidation
Medical practice group was acquiring smaller clinics but couldn't properly evaluate acquisition targets or integration costs.
Built acquisition evaluation framework that standardized due diligence and identified synergy opportunities.
Construction Project Margins
Adelaide construction firm was winning bids but struggling with project profitability. Job costing was reactive rather than predictive.
Implemented project-level P&L tracking that alerts to margin issues while there's still time to adjust course.
Restaurant Group Performance
Multi-location restaurant group couldn't compare performance across venues due to different lease structures, staff models, and local market factors.
Created normalized performance metrics that revealed operational best practices transferable across locations.
Specific Industry Knowledge Matters
Generic financial models rarely work in practice. Each industry has unique metrics, seasonal patterns, and regulatory requirements. We've spent years understanding these nuances across Australian markets.
Property development projects modeled
Healthcare practices analyzed
Retail locations evaluated
Manufacturing cost studies
How Transformations Actually Happen
Every successful engagement follows a similar pattern. Here's what the process looks like from the client's perspective.
Discovery Phase
We spend time understanding your actual workflow, not just your stated requirements. This usually reveals assumptions that need challenging.
Model Architecture
We design the financial model structure based on your specific decision-making needs, not generic templates. This foundation determines long-term success.
Build and Test
Development happens iteratively with constant client feedback. We test against historical data and edge cases to ensure reliability.
Training and Handover
Your team learns to use and maintain the models effectively. We focus on building internal capability, not dependence.
Ready to Transform Your Financial Analysis?
These success stories represent months of collaborative work with committed clients. If you're ready to invest in proper financial modeling, let's discuss your specific situation.