We bring rigour and clarity to project finance

Operis is a leading advisor in project finance, renowned for its expertise in financial modelling.

Over 30 years of experience

Since its start in 1990, Operis has built on its distinctive strength in financial modelling and supported more than 1,200 projects worldwide.

Master the fundamentals of project finance modelling

Learning in your own time and at your pace, this online, on-demand course gives you the ideal introduction to the fundamentals of project finance modelling.

The Operis team are leading independent advisors in project finance and financial modelling.

We bring rigour and clarity so that our clients can be confident that they have most robust, understandable, and efficient models. We work with clients in a way that is highly supportive, friendly, and flexible.

Operis offers four complementary sets of services:

  • Our advisory service helps create the best project structure in order to attract the finest pricing, contributing to a win rate for our clients well above 50%;
  • Our world-class financial modelling and model audit services give lenders greater confidence that their numbers are right;
  • Our training services have helped thousands of people build their careers over 25 years using our superior financial modelling methodology;
  • Our unique software, the Operis Analysis Kit (OAK) is the world’s leading specialist Excel software add-in for developing, reviewing and interpreting large, complex spreadsheets.

Our Services


We are leading international, independent advisers in project finance. We have particular expertise in infrastructure, renewable and digital projects. Our distinctiveness arises from our breadth of project finance advisory experience and superior service, supported by the depth of our modelling capability.

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We provide world-class financial modelling services for project finance, particularly infrastructure funders. We create a simpler, clearer model that makes it quicker and easier for the client to understand their project and give maximum confidence that any analytical risk has been eliminated.

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Model Audit

Operis undertakes model auditing with the client’s goal of success and completing their transaction at the forefront of our mind. We give clients greater confidence that the numbers are right, and that they will be able to see at a glance if the project is in trouble, which protects them from mispricing the deal.

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Tax & Accounting

Operis provides worldwide model audit tax & accounting services, along with both UK and Canadian tax advisory for non-recourse financed projects in conventional energy, renewables, digital and general infrastructure. Our experts in project finance tax and accounting give speedy, specialist advice to clients as well as working with our advisory and modelling teams.

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Develop and review complex models faster and more accurately with the Operis Analysis Kit (OAK), the world’s leading specialist Excel software add-in for financial modelling and auditing. OAK is seen as the industry standard Excel software add-in for financial modelling and auditing because of its unique functionality, automatability and risk reduction capability.

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Operis is a leading financial modelling business and has been teaching financial modelling for over 20 years. We teach the principles and techniques of financial modelling; essential skills that will give an advantage at all stages of a career in finance.

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Our clients

Experience matters


Experience spanning
79 countries


Over 1,250 projects
undertaken to date


£23bn total project value
undertaken in 2019 - 2020

Global projects
United Kingdom
Asia & Australia
Middle East & Africa
Map of Project Regions
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Social infrastructureSocial infrastructure
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Model Auditor of the Year for North America

The IJGlobal Awards recognise achievements on deals across the infrastructure and energy sectors in all regions around the world.

Operis is proud to have been awarded ‘Model Auditor of the Year for North America’, in recognition of the hard work and can-do attitude our team exemplifies.

Our senior teamShow all

Meet Erwan Erwan Fournis
Erwan Fournis
Global Head of Financial Advisory
Meet Carmen Carmen Wade
Carmen Wade
Financial Advisory, Head of North America
Meet Jun Jun Tao
Jun Tao
Global Head of Model Audit & Financial Modelling
Meet Rui Rui Sobreiros
Rui Sobreiros
Head of Software and Financial Modelling Trainer
KnowledgeView all

Canadian Federal Budget 2021: Interest Deductibility in the Project Finance Sector

Operis T&A team highlights the key points from the Canadian Federal Budget 2021-2022 that will directly affect taxation in the project finance sector.

UK Infrastructure Bank (UKIB): GIB 2.0?

Following the 2021/22 Budget announcement, Head of Advisory, Erwan Fournis, looks at the prospects for the new UK Infrastructure Bank.

Powering the Next Generation of US Colleges

Universities and colleges in the United States are increasingly turning to the private sector for partnerships to safeguard their utility supply.

"We hand-picked them (Operis) because of their combined expertise and the world-class service they provide."

Bird Capital


Please get in touch with either of our regional offices.

Erwan Fournis
Global Head of Financial Advisory

+44 207 562 0444

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Carmen Wade
Financial Advisory, Head of North America

+1 647 243 3840

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Jun Tao
Global Head of Model Audit & Financial Modelling

+44 207 562 0428

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Mark Southall
Associate Director - Model Audit & Financial Modelling

+1 647 846 7384

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Philip Allen
Head of Training [javascript protected email address]

Operis Europe

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+44 207 562 0400
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Operis North America

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+1 647 846 7382
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Discuss your requirements with us

Erwan Fournis
Global Head of Financial Advisory

+44 207 562 0444

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Chris Aldred

+44 207 562 0433

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