👇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

Maldives Inflight Catering, Hulhule Island Hotel 

Financial Controller

Public Utility Corporation , Seychelles 

Electricity Network South Mahe Project Finance by Saudi Fund for Development and Arab Bank for Economic Development in Africa - BADEA

Project Accountant 

Self-employed

Consultant for GST matters , Filing of Returns  Tax Audit , Year end closing , preparation of  Accounts for Tax Audit

Professional Accountant

Tioman Island Resort Bhd.

Head of the Resort Finance , Reporting to General Manager / Director of Finance and Chief Operating Officer., Resort having 300 plus Rooms , 7 F&B Outlets , Spa , Dive Center , and 18 hole Golf Club 

Preparation of Final Accounts- P&L and Balance sheet and related reports, Review of Risk factors, Yearly preparation of Budget and Cash flow - actual and estimation, Cost Control through comparisons of various cost and expenses , more control on cost by introducing new methods and measures, regular internal audit and checks, payment of statutory dues and taxes on time and verification of Tax returns.
Responsible for Statutory and Internal and Midterm audit and its reports for higher management, filing yearly Return, information and reports for Shareholders and directors, Training of Staff for their progress and knowledge, Introducing Policy and Procedures for benefit of organisation and audit compliance's

Assistant General Manager ( Finance )

Berjaya Praslin Ltd , Praslin,  Seychelles

Preparation of Yearly Budget , Monthly P&L accounts , Balance sheet , Various Cost Control reports and analysis , compliance's from department heads , preparation of monthly Vat returns and set claims,

To conduct interim and yearly statutory audit by BDO Associates, Mahe , Seychelles and implementation of auditors recommendations and its reporting to Head Office. Further to liaise for company tax and yearly returns and compliance on tax matters.

To introduce policy and procedure to improve cost and overall control To conduct Internal Audit by Berjaya Audit Division, Malaysia –

Training and educating the staff on regular basis – many staff trained from clerical level now working in Seychelles as Night Auditor, Officer, Cost controller and Assistant Accountant in other hotels.

Special recognition –promotions while working Berjaya , Seychelles

1)	Promoted from Chief Accountant to Financial Controller  after taking over the management  from Seychelles Government  and another promotion as Assistant General Manager with transfer to Malaysia in 2013. 

2)Handling Multi Property Finance & Report - Berjaya Group was  having 3 resorts in Seychelles 
I was handling and looking the accounts of Berjaya Mahe Beach ( one of largest hotel in Seychelles till the year 2006 ) up to finalization and get audited along present job as Financial Controller of Berjaya Praslin Beach Resort. 

3)The Finance department was newly set up and re- organized during the year 2006 when Berjaya Management took over the full shareholding of the resort from COSPROH.

Berjaya  Praslin Beach Resort - Seychelles Government  Undertaking 

Working Department Head – as Chief Accountant & handling 11 Staff, Reporting to General Manager Resort  and Malaysia Corporate Office., at Kuala Lumpur.

Preparation of Resort Yearly Budget , Monthly P&L accounts , Balance sheet , Various Cost Control reports and analysis , compliances from department heads , preparation of monthly Vat returns and set claims,

To conduct interim and yearly statutory audit by BDO Associates, Mahe, Seychelles and implementation of auditor’s recommendations and it’s reporting to Head Office.

To prepare and organised  the preparations of  Internal Audit - by Berjaya Audit Team at Malaysia and implements the prior audit recommendations and  reply the audit queries 

To liaise for company tax and yearly returns and compliance on tax matters with Auditors, Training and educating the staff on regular basis.

Chief Accountant

Hind Development Pvt Ltd , Singapore

Company having Hotel and 2 Restaurants in Singapore & Real estate business & Service apartments, Restaurants at Hong Kong & Off Shore Company at Mauritius managed by Jhunjhunwala family.

Handling all Finance and accounts of Hotel and Restaurants at Singapore, Preparation of yearly budget and forecast and cash flow

Preparation of monthly profit and loss, Balance sheet and various Cost Control Reports To get the explanations from Hotel Manager, F&B Manager for variances against budget Handling Statutory Audit and Interim Audits Singapore business

Organize and prepared up to date the accounts from old records and papers for Jhunjhunwala family for few years. While organizing the family accounts – I had to stay and worked group office at Hong Kong for few months.

Review and supervising of monthly P&L and Balance sheet of other group companies and Trading activities at Dubai ( Watch business ) and call explanations from Branch

Expert and Proficient in Finance , accounting , Pre- Opening procedures  & accounts set up, Responsible for  Internal and statutory audits, filing Company  &  VAT returns .
Specialist in area of Cost and Control on expenses because  cost matters for remote islands and resorts and it is need of hour also. Successful leader and popular trainer for island staff.
Last position held as Assistant General Manager ( Finance ) at Berjaya Tioman Resort , Malaysia , the report having 350 plus rooms , 18 Hole golf club, 7 F&B Outlets , Dive Center , Spa , area spread over 210 acres.

taplio

The Battle

Chris Reilly

Kiran Bambawale

Followers

Posts

Engagements

Likes

Performance ScoreChris Reilly's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Chris Reilly

Kiran Bambawale

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Chris Reilly's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreChris Reilly's LinkedIn Performance