Financial Modeling Coaching

Home Services Financial Modeling Coaching
Artboard 1

Learn How to Build Complex Three-Statement Financial Models and LBO Models: We Give You BOTH Coaching and Top Quality Financial Models and Case Studies with Full Solutions - 93% of our clients get a job in their field of choice!

Financial modeling is arguably the most critical skill in the field of finance, but also the hardest to learn or teach. Traditionally, investment banks treated the art of financial modeling as proprietary knowledge.

 

What makes financial modeling so difficult to learn or teach? Certainly, very basic modeling skills are taught in certain universities, but 3-statement financial modeling is a very complex and nuanced form of modeling that can be difficult to grasp.

 

There are so many factors that make it hard to learn: from understanding the fundamentals behind the assumptions made in each model, to learning how to adjust the balance sheet for complex M&A and LBO transactions, to creating a variety of financing scenarios using, it can often be initially overwhelming to even the most intelligent finance professionals.

 

That’s why we at Finance Interview Coach believe strongly in the power of 1-on-1 coaching when it comes to financial modeling. Through our established system of providing gradually more and more difficult case studies, and addressing any roadblocks while providing a wealth of materials and models to study, we have had a very high success rate in teaching all the nuances of financial modeling as it’s done in the industry. We hold ourselves to the highest standards when it comes to the quality of our models and coaching methods, and ensure you have complete confidence in modeling, whether it’s building a simple DCF, a 3-statement financial model, or a complex LBO model simulating all the nuances and complexities of a real private equity transaction.

93% of our clients get a job in their field of choice!

  • Understand all the fundamentals of financial modeling as well as the assumptions driving the model
  • Become an expert in creating the 3-statement model, including balance sheet adjustments and failproof tricks to ensure that your balance sheet balances and that you are as efficient as possible with the modeling process
  • Practice case studies that are modeled off of real CIMs and deals
  • Develop a thorough understanding of DCFs and Accretion / Dilution Merger Models
  • Master the paper LBO and all its variants
  • Understand and model transactions using a provided LBO model template
  • Work with a variety of financing scenarios, including senior debt, junior debt, equity issuances, dividend recapitalizations, mezzanine debt, earn-outs, hurdle rates, and preferred waterfall distributions

One Hour Coaching Session

$199/ Hour

USD

  • Become an Expert on 3-Statement Financial Modeling
  • Leveraged Buyout Case Studies
  • Customized to You
  • Expand Your Network

Bulk Package: 3 Hours (6% off)

$187/ Hour

Bulk Package: 5 Hours (13% Off)

$174/ Hour

Bulk Package: 8 Hours (19% Off)

$162/ Hour

Bulk Package: 10 Hours (25% Off)

$149/ Hour

Our Coaching Methodology

Real Case Studies

Become an expert on all financial models including DCFs, merger models, 3-statement financial modeling, and LBOs; learn how to deal with unique one-time adjustments and a variety of complex financing scenarios

Customized Interview Questions

Case studies based off real CIMs, providing you with detailed guidance and templates on DCF and LBO modeling.

Feedback

Feedback is provided after each question in order to promote learning and memory retention, and written feedback will be provided as well addressing your strengths and areas for improvement

Our Coaches

Josh Jia

Founder, Partner

(IB, PE, Corp Dev, Resume Review, Financial Modeling, VC, IR)

Investment Banking and Private Equity Professional

  • 8 years of experience
  • Principal at Apex Advisory
  • Private Equity Analyst at Imperial Capital
  • Investment Banking Analyst at BMO, Diversified Group
  • Industry experience in headhunting, VC, HF, and ER
  • Founded Limestone Capital
  • Created 1st finance interview prep course at Queen’s
  • Taught course consisting of ~250 slides, six classes, with hundreds of students attending
  • Placed 100+ candidates into IB and PE roles

Equity Research Analyst, Technology Group, Large Bank

Equity Research, Hedge Fund, and Investment Banking Professional

  • 2 years of experience as Equity Research Analyst in Technology group at large bank
  • 7 years of experience in hedge funds and investment banking
  • Experience teaching and lecturing in classroom environment
  • Mentored dozens of professionals to help them secure jobs in equity research and hedge funds

Investment Banking Professional

IB expert with TMT and M&A experience at BB

  • 2+ years of experience covering TMT and M&A at a top Bulge Bracket in New York
  • 1+ year of experience at a Growth Equity fund
  • Have helped lead Intern and Analyst recruitment; have insights into the interview processes at numerous firms
  • Experience teaching and lecturing in classroom environment
  • Mentored numerous professionals and helped them secure jobs in Investment Banking, Growth Equity, and Private Equity

Investment Banking Coach

Experienced student coach in the IB industry

  • Incoming Investment Banking Analyst at Perella Weinberg
  • Current Investment Banking Analyst at Roth Capital Partners
  • Experience coaching 25+ students into Bulge Brackets and Elite Boutiques
  • Had interviews from 8+ Elite Boutiques
  • Advanced industry recruiting knowledge
  • Non-core recruiting & core school recruiting

Rolan Naiman

Coach

(Corporate Banking / Commercial Banking / Private Debt)

Corporate Banking and Private Equity Professional

  • 4 years of experience
  • 2nd year Corporate Banking Associate in BMO’s Power, Utilities & Infrastructure Group (promoted in July 2020)
  • Prior to joining the Power, Utilities & Infrastructure Group, spent 2 years in BMO’s Project Finance Group
  • Focused on P&U and infrastructure
  • Investment management and trading experience at OPSEU Pension Trust as an Analyst in Investment Strategy & Macro Research, Portfolio Construction
  • Previously Analyst in Scotiabank’s FIG Group
  • Previously an Analyst at RBC

Manager of Strategic Finance and FP&A at FAANG

FP&A, Technology Finance, ER and HF Professional

  • Top-ranked Investment Banking & Equity Research VP with 12+ years of experience. Currently a Strategic Finance and FP&A Manager at one of the FANGs
  • Have worked on the buyside & sellside, at bulge brackets & boutiques, covered multiple sectors
  • Been on the hiring committee for Intern, Analyst, Associate & VP recruitment
  • Mentored 115+ professionals & helped them secure jobs in Banking, Research, S&T, HFs, & Strategic Finance / FP&A over the last 12 years, through resume & cover letter reviews, mock interviews, and career coaching
  • Ivy-league graduate with 100% scholarship throughout

Manager of Investor Relations and Corporate Finance

Investor Relations, Corporate Finance, and Investment Banking Professional

  • 5 years of experience as Manager of Investor Relations and Corporate Finance
  • 2 years of experience as Investment Banking Analyst
  • 8 years of coaching and resume review experience

Our Placements

What our clients are saying:

Schedule Your Call Now!

Call Structure

 

After understanding your goals and background, we will provide case studies based off real CIMs, providing you with detailed guidance and templates on three-statement LBO modeling. We will give you a chance to walk through the model, and then we’ll ask you tough qualitative and quantitative questions on all components of your model, just like in a private equity interview.

 

Furthermore, we will test you from a list of curated questions that have been asked in real private equity interviews.

 

Feedback is provided after each question in order to promote learning and memory retention. Concise, written feedback will be provided at the end addressing your strengths and areas for improvement.