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..."
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"Absolute game changer..."
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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

Excel in Communication

I help finance and data professionals communicate more confidently with clients, stakeholders and management; deliver influential pitches and presentations; make an impact in interviews; and ultimately move forward in their careers.

English Communication Coach for Finance & Data Professionals

Advance Your Finance/Data Career 📊 with English Communication Skills 📈 | Specialist English Communication Skills Coach

Do you spend your day working with 𝐝𝐚𝐭𝐚 or 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐬...

But want to be more fluent and confident in English meetings, presentations, pitches or interviews?


Specifically, do you need to improve in any of the following areas...

◾ Drafting + delivering compelling 𝐩𝐢𝐭𝐜𝐡𝐞𝐬/𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧𝐬.
◾ Finding the right words when 𝐬𝐩𝐞𝐚𝐤𝐢𝐧𝐠 𝐢𝐧 𝐦𝐞𝐞𝐭𝐢𝐧𝐠𝐬.
◾ Making a lasting impression in 𝐄𝐧𝐠𝐥𝐢𝐬𝐡 𝐢𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰𝐬.
◾ Taking 𝘭𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 or providing instructions to your team.
◾ Writing clear, concise 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘥𝘰𝘤𝘴/𝘳𝘦𝘱𝘰𝘳𝘵𝘴/𝘦𝘮𝘢𝘪𝘭𝘴/𝘤𝘰𝘯𝘵𝘳𝘢𝘤𝘵𝘴.


If you're motivated by any of the following:

➡ Moving forward in your career.
➡ Seizing the opportunity in job interviews.
➡ Upskilling your communication to become a better-rounded professional.

That's where I can help.

I post content regularly on LinkedIn for precisely these purposes.
Feel free to connect/follow and hit the 🔔 at the top of my profile to stay up to date.


🎯 I run a programme tailored to help investment and data/finance professionals excel in their English communication skills.

Curious? Scroll down to see what my clients have to say for yourself 👇

🗝"Courses well prepared and thoroughly adapted to the Investment Banking environment."
— Felipe, Investment Banker

📈 "Focused on the speaking part of the day-to-day work in the Financial sector (i.e. explaining trends, describing graphs, widening my vocabulary and connectors, speaking with different types of clients, etc.)."
— Hugo, M&A Transaction Services

🗣 "The best part of this course is it's flexible according to the areas I need to improve. Now I am confidently speaking and presenting without any fear to groups."
— Rahul, FP&A


📧 If you are eager to improve, send me a DM so we can have a brief conversation over Zoom.
Or feel free to ask me any questions you might have!

We can discuss your current needs and goals. And I can advise you on a pathway forward to develop your communication skills in English.

📝 You can also check out my website for a more detailed breakdown: https://excelincommunication.carrd.co/

A little about me:
🎵 Music lover — piano, drums, guitar and didgeridoo
🔊 Avid believer that ideas and insights do nothing without the ability to communicate them
🌍 Language enthusiast — currently learning Spanish to make myself and my clients laugh

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