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..."
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"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

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

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

Financial Insight Zambia

As a Business Analyst at FIZ I;
● Conduct financial reporting 
● Research financial data
● Analyse the local business environment 
● Conduct financial statement analysis
● Author articles on the business environment in Zambia, that are published on fizambia.com .

Business Research Analyst

THE NATIONAL PENSION SCHEME AUTHORITY

As part of the customer service staff, my daily duties, to the least, included:
●Extensive management of siebel financial services system.
●To receive and assess both NAPSA and ZNPF claim forms.
●To conduct due diligence on claims received.
●To guide members on benefits accrued to them by following the Authority's laid down procedure.
●To attend to member KYC queries as and when they arise.
●To register new members.
●To renew member life pension and beneficiaries' certificates.
●Education of members and would-be employers on ECIS.
●Client/member relation management.

Customer Service Staff

Concept Pro Incorporation

As an Investment & Financial Business analyst, I was professionally Involved in the following:
● Financial statement analysis 
● Financial modelling
● On-boarding of green project developers.
● Investment appraisal and advisory
● Business research.
● Development of business proposal documents
● Facilitating meetings with project developers
● Client relations management.
● Enterprise start-up consultations.
● Private Financing Advisory Network ( PFAN ) project developers on-boarding.
● Identified discrepancies in financial data and recommended corrective actions to resolve them.
● Analyzed trends in financial performance to identify areas for improvement.
● Prepared detailed reports on financial status of clients' investments.
● Conducted research into industry-specific market conditions and competitor analysis.
● Drafted presentations summarizing key findings from financial analyses.
● Financial modeling; prepared monthly balance sheets, income statements, cash flow statements, budgets.
● Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
● Analyzed financial statements to assess company health and identify investment opportunities.
● Built and strengthened client relationships to form long-lasting, profitable bonds.
● Illustrated concepts with charts and graphs showing historical and forecasted trends.

Investment & Financial Business Analyst

Whence Financial Services (WFS)

● Developed loan documents and gathered necessary information from clients.
● Conducted credit checks to verify customer eligibility for loans.
● Reviewed financial statements and other records to assess customers' ability to repay loans.
● Provided advice and assistance to customers in order to help them make informed decisions regarding their loan options.
● Negotiated terms of repayment with customers who experienced difficulty repaying loans on time.
● Processed loan applications and submitted.
●Maintained up-to-date knowledge of lending regulations, policies, procedures, and products offered by the organization.
● Assisted customers with completing loan applications accurately and thoroughly.
● Advised clients on the best type of loan product that suits their needs.
● Analyzed customer's credit reports, income statements. in order to determine creditworthiness.
● Responded promptly to all customer inquiries regarding financing options and services provided by the company.
● Prepared periodic reports detailing progress towards meeting established sales goals for loans processed.
● Performed administrative duties such as filing paperwork, preparing letters of commitment and denial, sending out disclosure packages.
● Built relationships with clients and used knowledge of consumer marketplace, products and finance to fully understand clients' personal plans and introduced suitable loan services.
● Gathered and documented client financial information and application details meeting lending requirements and accurately representing client status.
● Analyzed potential marketing opportunities to develop future business prospects and build pipelines and supported offsite and outbound promotions and sales campaigns.
● Delivered high levels of customer service to facilitate smooth processes.
● Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.

Loan Consultant

Colwyn Foulkes Limited 

Plant Production Worker

Excel

Plant Production worker

A professional with experience working in pensions, investment consultancy and a financial lending institution. I have gained valuable skills that, to the least, include; financial modeling, financial reporting, business financial analysis, investment analysis, credit risk analysis, sales & customer relations management.

#OpenToWork

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