Financial Modeling Education

Financial Modeling Courses for Investment Banking, Private Equity, and FP&A.

Founder

Mission Capital Consulting

Leesa Sleep

Board Member

TitleCard Capital Group, LLC

Vice President

Lariat Partners, LP

Associate

Hilton

Senior Analyst

FTI Consulting

Consultant

👇50% off all Financial Modeling Courses this week only.

Ever found yourself facing a last-minute request to build a financial model, feeling so overwhelmed you literally couldn’t think straight?  Then read this 👇

I've been there.  I remember EXACTLY how it feels, and it 𝘴𝘶𝘤𝘬𝘴.

After being up until 2am the previous night, I had my head in my hands at a Colorado Rockies’ game, so insanely overwhelmed because I felt unprepared building a financial model.

Today, I can build in 2 𝘩𝘰𝘶𝘳𝘴 what used to take me 𝘸𝘦𝘦𝘬𝘴, and it’s definitely 𝘯𝘰𝘵 because I’m smarter, it’s because... 𝗜 𝗞𝗻𝗼𝘄 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗗𝗼.

What most people don’t realize is that Financial Modeling can be broken down in systematic steps you can repeat every time, so you’re not always recreating the wheel from scratch.

So that’s why I created the 𝗨𝗹𝘁𝗶𝗺𝗮𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 𝗣𝗿𝗼𝗴𝗿𝗮𝗺: teach everything I 𝘸𝘪𝘴𝘩 I knew back then—𝙖 𝙥𝙡𝙖𝙮𝙗𝙤𝙤𝙠—to hopefully save just one Analyst from spending all weekend at the office.

Fast forward, here’s what things look like today:

🏆 Trusted by over 43,000 students with 4.9/5.0 Star average rating

🏆 Over 100,000 followers on LinkedIn & other social media platforms

🏆 Recognized by Business Insider and Financial Modeling World Cup

🏆 Featured by Wharton Online, Wall Street Prep, & LinkedIn Learning

In just 8 hours, you'll learn to build the 𝘦𝘹𝘢𝘤𝘵 Financial Models I use with real Investment Banks, FP&A Teams, and Private Equity Firms—models you can use immediately—no fluff or insufferable corporate jargon.

Enroll today, and make sure you never spend another night, weekend (or vacation) burned out at the office 👉 https://www.financialmodelingeducation.com/

"Training is fantastic..."
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"Best money ever spent..."
⭐⭐⭐⭐⭐

"Absolute game changer..."
⭐⭐⭐⭐⭐

"Best course I've taken online..."
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"Most comprehensive course I've taken..."
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"I have taken several modeling courses, this one is the best..."
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Check it out here 👉 https://www.financialmodelingeducation.com/

Chris Reilly

Check out this video...

How you can use SUMPRODUCT to spot errors in your model 👇

~~~
📥 𝘱.𝘴. 𝘩𝘦𝘳𝘦'𝘴 𝘵𝘩𝘦 𝘥𝘢𝘴𝘩𝘣𝘰𝘢𝘳𝘥 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘷𝘪𝘥𝘦𝘰 👉 https://lnkd.in/efdpVuxX 
~~~

𝗧𝗵𝗲 𝗳𝗼𝗿𝗺𝘂𝗹𝗮

Here's the formula: =SUMPRODUCT(--iserror([range]))

Note: In the video I incorrectly say "double negative 🙃," but Matthew Herbert of BizTrix pointed out that:

"The double minus is an operator, not negation. The double minus is the unary operator and it explicitly converts logical values into numbers (true converts to 1 and false converts to 0). ISERROR returns a logical value. This is why SUM(ISERROR(range)) or SUMPRODUCT(ISERROR(range)) returns 0 but placing the unary operator in front of ISERROR returns >0 when there is an error."

I have no idea what that means, but sounds good to me.

(Even as an experienced user and instructor there's always something new to learn!)


𝗨𝘀𝗲 𝗰𝗮𝘀𝗲

I will often put this SUMPRODUCT formula in the upper-left corner of a given sheet, and use it as a quick check/scan to see if any errors pop up.

Maybe something helpful you can add to your model 🙂.



~~~

👋 Hey, I'm Chris Reilly -- I teach financial modeling the way I 𝘸𝘪𝘴𝘩 someone taught me.

🎓 I can help you master Three Statement Modeling and 13 Week Cash Flow Forecasting in only 8 hours -- and you'll complete your first working model in just 45 minutes.

↪ https://bit.ly/FMECourses

I can help you master Three Statement Modeling & 13 Week Cash Flow Forecasting in 8 hours.

Hey so that model you just emailed your boss...

...did you check it for errors?


For real though, how closely?

(slamming F2 saying "looks good looks good looks good" isn't a strategy)

I hate to break it to you, but 90% of all spreadsheets contain errors.

(𝘎𝘰𝘰𝘨𝘭𝘦 𝘪𝘵)

That's an A- in being wrong.

Not great.

The truth is, Excel's amazing flexibility also exposes our 𝘩𝘶𝘮𝘢𝘯 limitations —

We make mistakes.

All of us.

———

If there is software out there that can be:

▪️ a grocery list, and;

▪️ a time keeper, and;

▪️ billion-dollar LBO, then;

𝘴𝘶𝘳𝘦𝘭𝘺 the human mind can find a way to make a mistake.

(I've done it plenty of times)

———

That's why the first thing I do with every file is build "error checks."

It's a separate tab.

I call it "QC" for "Quality Control."

Others call it "QA" ("Quality Assurance").

Others call it "Errors" or "Validations."

Doesn't matter what you call it, 𝘺𝘰𝘶 𝘫𝘶𝘴𝘵 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘪𝘵.

———

You link all your possible errors to this one place.

▪️ Does my Balance Sheet balance?

▪️ Does my Statement of Cash Flows match the Balance Sheet?

▪️ Are my Covenants in compliance?

▪️ Does my Cash go negative?

Then at the top, you put a "𝗠𝗔𝗦𝗧𝗘𝗥 𝗖𝗛𝗘𝗖𝗞 𝗖𝗘𝗟𝗟."

The Master Check Cell references all the 𝘰𝘵𝘩𝘦𝘳 errors below.

And ~𝗣𝗿𝗼 𝗧𝗶𝗽~ you link this Master Check Cell to cell A1 of 𝘦𝘷𝘦𝘳𝘺 𝘰𝘵𝘩𝘦𝘳 𝘵𝘢𝘣 in your workbook.

That way, when something goes wrong (and it will),

you are 𝘪𝘮𝘮𝘦𝘥𝘪𝘢𝘵𝘦𝘭𝘺 notified (in cell A1), and you can investigate.

𝗤𝘂𝗶𝗰𝗸 𝘁𝗶𝗽:

▪️ press "ctrl + [ " on cell A1

▪️ it will bring you to your "QC" tab

———

I've got an example in the image below.

You can see my list of possible errors,

and my "Master Check Cell" at the top.

For complicated files I will have hundreds of these.

It is the first and last tab I 𝘢𝘭𝘸𝘢𝘺𝘴 check before hitting "send" in my email.


𝙉𝙚𝙭𝙩 𝙎𝙩𝙚𝙥𝙨 ⤵️

📥 Stay organized with this modeling checklist 👉 https://lnkd.in/eVTU67fY 

✅ Master this error-checking technique with step-by-step videos 👉 https://bit.ly/FMECourses

Regeneron

Senior Manager, Site Budgets & Contracts

Manager, Site Budgets Lead

Joulé

Site Budget Lead

Ipsen

●	Reviewed and negotiated Confidential Disclosure Agreements (CDAs), Clinical Study Agreements, HCP engagement letters, Sponsorship Agreements, and Marketing Exhibits to support clinical and marketing activities.
●	Managed the legal department budget of $1.5M for FY2019. Worked with Finance on monthly accruals and invoice management.
●	Partnered with Procurement to conduct due diligence assessment on law firms.
●	Reported on key operational metrics, mainly Total Spend to improve decision-making for legal matters.

Associate Director

Alliance Foundation Trials, LLC

●	Designed strategic, analytical, tactical and operational support for projects with revenues.
●	Served as Subject Matter Expert (SME) for policies and procedures, such as clinical budgeting, cost share requirements, CPT code set-up, medical practice guidelines, federal regulations, contract interpretation, statement of work (SOW), amendment and contract termination.
●	Worked closely with Head of Operations and met project management needs with clear and concise plans, including milestones, accountabilities, dependencies and risks/mitigations.

Clinical Budget Analyst/CPA Candidate

PAREXEL

●	Spearheaded management of CDAs, Clinical Site Agreements and Budgets and Amendments process for seven (7) clinical development programs worth $250M.
●	Prepared a strategic plan for all country-specific Clinical Study Agreements (CSA) and country-specific budgets for various therapeutic areas.
●	Triaged workflows and contract costs for all assigned studies and individual contracts as bids received from 100+ global research sites.

Site Contract Lead

Manpower

●	Drafted, negotiated and executed Confidential Disclosure Agreements (CDAs), Request for Proposals (RFPs), CSAs, and developed Budgets for 13 clinical programs, totaled $200M.
●	Managed the clinical outsourcing metrics and maintained trackers to assist the clinical study leads with budget management and status updates.
●	Created and managed Key Performance Indicators (KPIs) that ensured programs tracked against timelines.

Strategic Sourcing Analyst II/Consultant

Update Legal

●	Generated, reviewed and negotiated Confidential Disclosure Agreements, Consulting Agreements, Software Licenses, Material Transfer and General Service Agreements.
●	Managed CRO relationships, including sponsor oversight of operational functional activities, e.g., study management, monitoring, site management, and project master files.
●	Served as SME for research policies and procedures such as clinical budgeting, agency regulations, conflict of interests, contract interpretations, and grant closeouts.

Senior Budget and Contract Consultant

Averion International

Led flow of information throughout proposal development/RFP process including contract interpretation, data analysis/research, budgeting for domestic and international projects. 
●	Created proposal development and RFP process based on researchers’ internal specifications including contract interpretation, proposal text, data analysis/research, budgeted for 30+, globally. 
●	Negotiated 8 major therapeutic proposals worth $200M of revenues.

Proposal Developer

Wyeth Pharmaceuticals

●	Negotiated clinical site budgets and amendments for 26 clinical programs involved in Phases I - Phase III.
●	Ensured compliance with purchasing policies and procedures, ethical practices, company values and 
●	adherence to laws and regulations, such as Stark Laws, Medicaid, and the Sunshine Act.

Grants Coordinator

●	Processed Request Public Disclosures for 15 clinical research projects.
●	Organized Material Transfer and Research Collaboration Agreements.
●	Reviewed and analyzed 250 material transfer and research collaboration agreements that complied with governing laws, rules, regulation and policies.

External Research Assistant

I am an accomplished Contract and Budget Leader and my specialty is assisting Pharmaceutical, Biotech, Medical Device, Clinical Research Organization and Not-for-Profit organizations achieve great returns with their investments. I do this by forming relationships, managing risks, and timelines while staying within budget. I have been very successful because of my ability to listen, ask thought-provoking questions to completely understand my stakeholder's requirements. What is unique about my approach is my willingness to collaborate with my stakeholders (internal and external) to find solutions and achieve success.
Core Competencies:
 Forecasts & Budgets	 		 Goal-driven			         Project Management
 Federal Regulations 	 		 Risk Analysis			 Clinical Protocol
 Contract Negotiations	 		 Effective Communication	 Problem Solver
 Strong Collaborator	

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