Real Results from Real People

Financial modeling taught by practitioners who've built careers around it

These aren't textbook examples. They're actual experiences from professionals who came through our programs and went on to build meaningful careers in finance across Australia.

Career Paths Worth Following

Each person brings their own background and challenges. What they share is the decision to invest time in learning something that actually matters in finance work.

Financial analysis workspace showing modeling tools and data visualization
Career Switch

From Marketing to M&A Analysis

Worked in brand management for six years before realizing the numbers side interested me more than the creative. Started our program in September 2023, finished by March 2024. Now I'm doing merger analysis for a mid-size advisory firm in Sydney.

Financial modeling session with spreadsheets and analytical tools
Skills Upgrade

Building Beyond Basic Excel

I thought I was decent with spreadsheets until I started working with actual financial models. The program helped me understand how professionals structure their work — not just formulas, but how to think about valuation problems properly.

Industry Move

Making the Jump to Private Equity

Coming from an accounting background, I knew debits and credits but had zero experience with LBO models or portfolio company analysis. The learning curve was steep — took me eight months to get through the material while working full-time. But it opened doors I didn't think were available to someone with my resume.

What Actually Makes Someone Ready

Here's what we've noticed after working with hundreds of people trying to break into finance or level up their careers: technical skills matter, but they're only part of the equation.

The ones who do well after finishing our program share something else. They can explain their work to non-technical stakeholders. They understand why certain assumptions matter more than others in a model. They know when to dig deeper into numbers and when the answer is "good enough."

Most hiring managers care less about perfect Excel technique and more about judgment — can you build something that actually helps make decisions?

That's what we focus on. Real scenarios, messy data, incomplete information. Because that's what the job looks like.

Our next cohort starts in August 2025. If you're considering a move into financial analysis or corporate development, now's a reasonable time to start preparing. Most people need six to nine months of consistent work to feel confident in interviews.

View Program Details
Professional financial analysis environment showing real-world modeling applications

Who Teaches This Stuff

Our instructors aren't career educators. They're people who've spent years working in investment banking, private equity, and corporate finance — and can explain what they do in plain English.

Portrait of Rhys Pemberton, program instructor

Rhys Pemberton

Lead Instructor

Spent eight years in M&A advisory before joining Heliquora in 2022. Still consults on deals part-time, which keeps the course material grounded in what actually works.

Portrait of Simone Driscoll, valuation specialist

Simone Driscoll

Valuation Specialist

Built financial models for over 200 transactions during her time in investment banking. Now focuses on teaching DCF and comparable company analysis to people who need to understand the why, not just the how.

Portrait of Vernon Callaghan, program advisor

Vernon Callaghan

Program Advisor

Works in private equity but helps design our curriculum to match what firms actually look for when hiring. Reviews student work and provides feedback on portfolio projects.