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

Theory is great until someone sends you 17 blurry PDFs and says "hey what's our business worth?"

This is the wake-up call that happens in the real world.

Businesses still need cash to operate, and they need profit if they eventually want to sell, but 9 times out of 10 the underlying data is a mess, and the "finance team" isn't sophisticated enough to build a forecast.

That's where YOU come in, right?  Just jump in and "stand up the model."

It's easy enough to understand on paper, but when you open that blank spreadsheet, suddenly, you can just freeze up.

Having spent over 15 years in Private Equity & FP&A, I know exactly how that feels.

When it's just you, some incomplete data, and AI isn't helping at all, how do you move forward?

That's where I can help -- I teach you to build (and own) the financial models that run real companies -- completely from scratch.

(𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘩𝘢𝘵'𝘴 𝘵𝘩𝘦 𝘰𝘯𝘭𝘺 𝘸𝘢𝘺 𝘵𝘰 𝘳𝘦𝘢𝘭𝘭𝘺 𝘭𝘦𝘢𝘳𝘯, especially in an unstructured environment).

This is financial modeling in the real world.

🌐 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 👉 https://www.financialmodelingeducation.com/ 


———

𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁:

🏆 Trusted by over 91,000 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


———

𝗥𝗲𝘃𝗶𝗲𝘄𝘀 𝗳𝗿𝗼𝗺 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗮𝗹𝘂𝗺𝘀:

"𝘛𝘳𝘢𝘪𝘯𝘪𝘯𝘨 𝘪𝘴 𝘧𝘢𝘯𝘵𝘢𝘴𝘵𝘪𝘤..."
⭐⭐⭐⭐⭐

"𝘉𝘦𝘴𝘵 𝘮𝘰𝘯𝘦𝘺 𝘦𝘷𝘦𝘳 𝘴𝘱𝘦𝘯𝘵..."
⭐⭐⭐⭐⭐

"𝘈𝘣𝘴𝘰𝘭𝘶𝘵𝘦 𝘨𝘢𝘮𝘦 𝘤𝘩𝘢𝘯𝘨𝘦𝘳..."
⭐⭐⭐⭐⭐

"𝘉𝘦𝘴𝘵 𝘤𝘰𝘶𝘳𝘴𝘦 𝘐'𝘷𝘦 𝘵𝘢𝘬𝘦𝘯 𝘰𝘯𝘭𝘪𝘯𝘦..."
⭐⭐⭐⭐⭐

"𝘔𝘰𝘴𝘵 𝘤𝘰𝘮𝘱𝘳𝘦𝘩𝘦𝘯𝘴𝘪𝘷𝘦 𝘤𝘰𝘶𝘳𝘴𝘦 𝘐'𝘷𝘦 𝘵𝘢𝘬𝘦𝘯..."
⭐⭐⭐⭐⭐

"𝘐 𝘩𝘢𝘷𝘦 𝘵𝘢𝘬𝘦𝘯 𝘴𝘦𝘷𝘦𝘳𝘢𝘭 𝘮𝘰𝘥𝘦𝘭𝘪𝘯𝘨 𝘤𝘰𝘶𝘳𝘴𝘦𝘴, 𝘵𝘩𝘪𝘴 𝘰𝘯𝘦 𝘪𝘴 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵..."
⭐⭐⭐⭐⭐

🌐 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗵𝗲𝗿𝗲 👉 https://www.financialmodelingeducation.com/

Chris Reilly

Private equity & FP&A veteran that teaches you to build the financial models that run real companies | 🎓 91,000+ students

This simple Gantt chart helped me navigate a bunch of due diligence in PE.  Grab a copy & modify as needed 👇

~~~
📥 Here's the template 👉 https://lnkd.in/eDJqaFfR 
~~~


𝗧𝗵𝗲 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗦𝘁𝗲𝗽𝘀:

𝟭. 𝗥𝗲𝘃𝗶𝗲𝘄 𝘁𝗵𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗲𝗮𝘀𝗲𝗿

Examine the initial pitch highlighting the company's value proposition.


𝟮. 𝗦𝗶𝗴𝗻 𝗡𝗗𝗔

Protect sensitive information with a Non-Disclosure Agreement.


𝟯. 𝗥𝗲𝘃𝗶𝗲𝘄 𝗖𝗜𝗠

Analyze the Confidential Information Memorandum for key business insights.


𝟰. 𝗕𝘂𝗶𝗹𝗱 & 𝗠𝗮𝗻𝗮𝗴𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹

Create and maintain a financial model to assess the deal's viability.


𝟱. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆

Determine the growth potential within the target industry.


𝟲. 𝗖𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Assess company culture compatibility for integration.


𝟳. 𝗦𝘂𝗯𝗺𝗶𝘁 𝗜𝗢𝗜 / 𝗟𝗢𝗜

Express acquisition interest with an Indication of Interest or Letter of Intent.


𝟴. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗠𝗲𝗲𝘁𝗶𝗻𝗴𝘀

Engage in discussions with the target company's leadership.


𝟵. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗼𝗳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 (𝗤𝗼𝗳𝗘) 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀

Examine the consistency and quality of the company's earnings.


𝟭𝟬. 𝗖𝗼𝗻𝗱𝘂𝗰𝘁 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Validate the target's market position and competitive advantage.


𝟭𝟭. 𝗦𝗼𝘂𝗿𝗰𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴

Secure necessary funding to execute the acquisition.


𝟭𝟮. 𝗔𝘀𝘀𝗲𝘀𝘀 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗥𝗶𝘀𝗸𝘀

Evaluate potential risks in operations and technology.


𝟭𝟯. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗘𝗦𝗚 𝗙𝗮𝗰𝘁𝗼𝗿𝘀

Consider the company's environmental, social, and governance performance.


𝟭𝟰. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗧𝗲𝗮𝗺 𝗮𝗻𝗱 𝗛𝗥

Assess the competence and fit of the company's leadership and employees.


𝟭𝟱. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗟𝗲𝗴𝗮𝗹 𝗮𝗻𝗱 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲

Verify adherence to relevant laws and regulations.


𝟭𝟲. 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗮𝗻𝗱 𝗦𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲

Examine key relationships for potential risks and synergies.


𝟭𝟳. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗣𝗼𝘀𝘁-𝗠𝗲𝗿𝗴𝗲𝗿 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻

Plan for a smooth and efficient post-acquisition transition.


𝟭𝟴. 𝗙𝗶𝗻𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴

Finalize terms, financing, and overall deal structure.


𝟭𝟵. 𝗖𝗹𝗼𝘀𝗲 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹

Complete the acquisition and begin the integration process.


💡𝗡𝗢𝗧𝗘:

This won't cover everything, so 𝗮𝗱𝗷𝘂𝘀𝘁 𝘁𝗵𝗲 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲 𝗮𝘀 𝗻𝗲𝗲𝗱𝗲𝗱.

You can see the "modeling portion" lasts throughout diligence.

I can teach you to build it here: https://bit.ly/FMECourses

Great to join Paul Barnhurst on Financial Modeler's Corner!  We talked AI, dynamic arrays, and the future of modeling.

A couple key takeaways:

🔹 Build at least ONE three-statement model from scratch before touching AI - you'll learn accounting, finance, and business understanding simultaneously.
 
🔹 AI in experienced hands is powerful - but those hands need fundamental knowledge to validate outputs and catch hallucinations.

Listen to the full episode here: https://lnkd.in/gNrtTMvX

Which part of a three statement model trips you up the most?
Full quiz here 👉 https://lnkd.in/eccYpT-R

Which part of a three statement model trips you up the most?

The author can see how you vote. Learn more

Busuu

FP&A Director

The Economist

Achievements:
Defined pricing strategy to mitigate inflationary pressures, growing lifetime value by £60m
Partnered Education business to grow from zero to £2m revenue inside 2 years
Finance transformation; offshored and automated key processes using Anaplan

Responsibilities:
Leading global monthly forecast, budget and strategic planning processes. Using analytical rigour and commercial acumen to manage 1.2m subscriber base/400k new subs annually
P&L ownership of business units with turnover £220m, direct costs £45m, marketing £35m
Finance lead on our largest projects – product & pricing  strategy, finance transformation
Guardian of customer lifetime value (CLTV), consumer economics and investment appraisal metrics, providing actionable insights to help drive improved decision making
Developing a team of 6 through clear objective setting, regular reviews and open feedback

Head of FP&A - Subscriptions

Achievements:
Proposed and agreed a plan with CFO and VP to move to quarterly forecasting, freeing up significant finance team time for more value-add activities

Responsibilities:
Finance leadership of business units with turnover >£200m
Co-piloting alongside the C-suite, enabling the business to adapt and meet deliverables

Finance Director (paternity cover)

Achievements:
Project lead – drove subscription revenue up 20% by working in partnership with pricing consultants; quantifying price elasticity per customer segment, scenario modelling P&L impacts before implementing a price increase across the entire subscriber base
Finance lead - commercial review of entire business ahead of critical data insourcing project Enabled informed decisions on how our business will change post-migration
Implemented cloud-based planning tool, along with a new forecast process, improving accuracy of both P&L and forecasted volumes (to 99% accuracy)

Responsibilities:
Managing £55m marketing budget. Translating regressive model data into actionable insights, enabling e-commerce leaders to balance short term deliverables vs customer lifetime value
Leading global monthly forecast, budget and strategic planning processes
Telling the story behind the figures; presenting regular trading updates to senior leadership, quantifying risk and opportunities from across the business to help us manage to plan
Project manager for all finance initiatives, using communication and prioritisation skills to ensure strategic goals are met in the midst of a fast-moving environment
Overseeing continual process improvements to make business as usual tasks more efficient
Partnering with data science and systems teams to ensure data integrity

Head of Commercial Finance – Subscriptions (3 direct reports)

Achievements:
•	Designed and embedded new processes, enabling the e-commerce team to deliver +30k subs.
•	Project lead - globalising subscriber retention processes, driving £2m efficiencies in budget.

Responsibilities:
•	Partnering e-commerce and retention teams, providing commercial insight and analysis.
•	Management of marketing (£15m) and overheads (£2m) budgets.
•	Coordinating 7 global submissions each month totalling £160m revenue.
•	Partnering social media team to maximise conversion of fans into paid subscribers.

Senior Global Circulation Analyst

Financesoftskills.com

Side hustle: coaching better soft skills for finance professionals

Starbucks

Achievements:
•	Delivered £3.4m of cost reduction initiatives in 2013.
•	Starbucks head office employee of the quarter Q2 2013.
•	Modelled ROI for all initiatives, allowing prioritisation and quicker time to market for new products.

Responsibilities:
•	Presenting weekly results to EMEA board, identifying commercial risks/opportunities.
•	Creating weekly management info pack for EMEA, showing performance against strategic targets.
•	Forecasting, scenario modelling and analysis for direct costs (£100m) and marketing (£12m).
•	Project lead - partnering cross-functionally to identify and deliver £3.4m savings to UK P&L.
•	Investment appraisal for all marketing, pricing and new product launch activity.

Finance Business Partner

Quarterly budgeting and forecasting for business unit with turnover of £60m, including modelling and ownership of complex manpower costs.
Owning the month end reporting process including gap analysis and coordinating submissions from all business units.
Cashflow analysis and tracking of billing progress to ensure maximum cash liquidity.
Delivery of monthly management information packs and review with department heads to highlight commercial risks and opportunities within the business.

Management Accountant

Ernst & Young

Maintenance and review of financial performance for engagements totalling £30M working capital, including analysis and reporting of risk to senior finance staff.
Challenging senior managers and partners to ensure company revenue is maximised. 
Forecasting and budgetary analysis including setting cash collection & revenue targets.

Engagement Analyst

Dell

Assistant Accountant (7 months)
Sarbanes-Oxley (SOX) Internal Controls Officer (10 months)
Credit Controller (10 months)

Contractor: Various Finance and Audit Roles

With over 15 years experience in finance, I am a CIMA qualified professional who leads the global forecast, budget, and strategic planning processes for The Economist's subscription business. I use analytical rigour and commercial acumen to manage a subscriber base of 1.2 million, helping drive revenue growth and profitability.

As the head of FP&A, I partner with the C-suite and business units to define and execute product and pricing strategies, finance transformation initiatives, and customer lifetime value optimization. I also have a passion for coaching and developing finance professionals to improve their soft skills and communication abilities. I run a side hustle at Financesoftskills.com, where I share tips and resources on how to succeed in finance.

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