Looking for an Excel Based Financial Modeling Class in New York City Metropolitan Area? Advanced Financial Modeling Courses & Financial Modeling Bootcamp for Investment Banking, Private Equity, and Corporate Development in NYC or Live Online – Get your financial modeling professional certificate.
Our primary mission at Financial Modeling LLC is to teach you the skills needed to ace interviews, lead MBA case studies, and secure top bonuses by becoming the #1 ranked analyst or associate in your group. Whether your goal is to become a successful investment banker, performing at prestigious private equity firms, hedge funds, or corporate development roles, our individually tailored approach to financial modeling and valuation training sets us apart from large-scale „one size fits all“ providers, giving you a competitive edge over your peers.
From Classroom to Boardroom: How Financial Modeling Training and Financial Modeling Bootcamp Prepares You for Careers in Investment Banking, Private Equity, Hedge Funds, and Corporate Development Roles
Having personally experienced the interview processes and on-the-job requirements, we created Financial Modeling LLC to alleviate some of the early career stresses in finance related to financial modeling. We understand that you have already worked tirelessly on your degree, grades, internships, and extracurricular activities. Unfortunately, these factors are often not enough to break into and succeed in high finance entry-level roles that pay >$100,000 base salaries plus performance bonuses up to 100%. We would love to schedule a consultation to advise you on the advanced Excel techniques, corporate finance, and accounting skills needed for your specific goals, getting you on the fast track to becoming a modeling expert.
Why learn financial modeling with us in New York City over larger competitors like Breaking into Wall Street, Training the street, NYIM Training, Wall Street Oasis, or Wall Street Prep?
It’s simple: Our active finance professionals provide individually tailored training solutions, delivering all the details you need to achieve your goals through private training or small group sessions of up to five people. This personalized approach ensures a stress-free learning experience, guiding you with the exact knowledge required to stand out in the finance industry. If you decide in the early stages of the course that our format isn’t for you, you can cancel, and we will reimburse 100% of your money. Unlike our tailored approach, many large training providers bundle courses together and rely on the sheer volume of cases and information as their unique selling point. 3-statement modeling, LBOs, valuation, and other models are often bundled together in packages. While this is attractive in principle, the reality is that when preparing for an interview, working on MBA case studies, or on-the-job tasks, nine out of ten times you are under immense time pressure. Having to search through dozens of different cases to find specific answers (or not) adds stress and makes you lose valuable time. To get comparable 1-on-1 coaching, you can expect rates that are 50-100% higher than ours, and you will mostly work with coaches who are no longer actively working in finance.
Do you have an inquiry? Schedule a free initial consultation
Building Your Foundation: The Basics of Financial Modeling
- Financial Model Infrastructure
- Core Accounting Concepts and Applications in Finance
- Excel Skills and Financial Functions Every Analyst Must Know
This section sets the stage by introducing the essentials of financial modeling, emphasizing its significance in various financial sectors, including corporate finance, investment banking, and private equity. Learn how to build a financial model from a blank Excel sheet and navigate Excel with ease, making it a powerful tool in your financial analysis arsenal.
Advanced techniques and real-world methods and applications
- LBO Modeling
- DCF Valuation
- M&A Modeling
- 3-Statement Operating Modeling incl. Credit Models
Dive deep into the complexities of building and auditing financial models, including flexible 3-Statement Credit, LBO, M&A, and DCF Valuation models essential for banking, Corp Dev, private equity, and other finance roles. Explore advanced financial modeling techniques through real-world case studies, bridging the gap between theoretical knowledge and practical application.
From Beginner to Expert: Tailored Financial Modeling Training Paths
Start Simple: Learn foundational financial modeling concepts.
Customized Learning: Choose your preferred training format.
Skill Development: Progress through levels at your pace.
Case Studies: Apply skills using real-world scenarios.
Expert Guidance: Get mentorship from best industry professionals.
Earn Certificates: Gain credentials to enhance your resume.
„Financial modeling is the compass that guides business strategy, transforming numbers into actionable insights.“
Build financial models with our experts
A new standard in financial corporate training – some brief customer testimonials
This course changed my approach to financial analysis. Each module was packed with real-world applications, and Samuel really knows his stuff. It’s practical, insightful, and incredibly valuable for anyone serious about finance.
—Jamie R.
I was initially overwhelmed by financial modeling, but this course made it accessible and engaging. The structured path from beginner to advanced allowed me to build confidence and skills at a comfortable pace. Highly recommended! Thank you Samuel!
—Miguel S.
Fantastic training! The case studies were directly applicable to my job in banking and made the complex concepts much easier to understand. I now use what I learned on a daily basis. It’s a game changer for anyone in finance.
—Anita G.
I cannot praise this course enough! It was comprehensive, with Samuels providing expert guidance every step of the way. The certification I earned has already opened up new career opportunities for me. It’s a solid investment in your future.
—Tasha E.
Need Analysis & Briefing?
I am here for my clients. Taking the time to understand your financial training needs. No matter how complex the challenge. Together we will find a solution.
Solutions & Quotes:
After the first meeting, we work together to create a solution outline. We clarify open questions. Does the solution make sense? Does it fit the budget?
Request appointment or quote?
E-mail: info@financial-modeling.com
I will send you a quote as soon as possible
or create a custom training program for you!
Financial Modeling Classes in NYC – Our clients learn in onsite financial modeling training to build integrated DCF Valuation, M&A, LBO, and Credit Models
We customize your study plan based on your current level, diving into the material at the appropriate complexity. This can range from building your foundational knowledge if you are new to financial modeling to tackling advanced real-world financial modeling projects. We cover everything from ratio analysis and business valuation to detailed cash flow forecasting and sensitivity analysis, which is ideal if you are already on the job. Every aspect of our modeling programs is dedicated to sharpening your skills.
Do you have an inquiry? Schedule a free initial consultation
Frequently Asked Questions:
A frequently asked question we get is how the learning experience for interview prep differs from job-specific training. We firmly believe in hands-on training programs ranging from step-by-step model building blocks to valuation skills in both cases, meaning that you will build models live during the coaching sessions. Our Interview prep is designed to teach you the financial statement, accounting, and excel shortcuts, along with common tips to get you up to speed for excel modeling tests. In our job-specific training, e.g., for an active investment banking analyst, we will focus on more advanced topics and practical skills to arm you for complex problems that will hit your desk in your analyst or associate years. For example, this could be a financial analyst training program focusing on the differences of a corporate valuation model on a public company vs a private company. No matter your goal and current level, by the time you finish our training, you will be armed with knowledge of deeper financial concepts and advanced excel for financial modeling to take your career to the next level.
We believe that a c. five-week course with five two-hour coaching sessions and homework between each session is the best way to get you up to speed. We see many competitors offering things like 5-day financial analyst programs and large group classes, but we believe that these crash courses in finance are not optimal for learning, as you will always be bound to the slowest student in the class and very general topics, that may not fit the specific needs and details for what you are trying to accomplish.
No experience is needed prior to the course. Our instructors will begin at your current level, ensuring you have a solid foundation in the fundamentals of finance, including key finance concepts, accounting and corporate finance principles. Familiarity with Excel is helpful, but not required, as you will learn to master Excel for business applications throughout the course. Our programs are designed to teach you industry best practices, regardless of your starting point.
Yes, we offer industry-leading training for corporate teams. Our corporate training programs are designed to help your team build complex financial models in Excel. These hands-on courses cover essential corporate finance and accounting concepts, historical and current financial data analysis, cash flow modeling, budgeting, planning, and creating sensitivity analysis. From hands-on training style to world-class instructors, our firm provides practical, real-world applications to ensure your team can apply these skills effectively in their roles.
During our training, you can expect comprehensive support to help you master the advanced Excel tricks and financial modeling techniques. Throughout some of the best financial modeling courses NYC has to offer, we provide access to top financial professionals who will guide you every step of the way. You’ll learn industry best practices from experienced financial modeling experts, ensuring you receive top-tier education and assistance. Whether you are attending our courses in NYC or participating online, our team is dedicated to helping you achieve your goals.
The duration of our financial modeling training varies based on the specific program and your current skill level. If you are just starting out, it takes approximately two to three weeks to build your foundation with an excel bootcamp, as well as accounting and finance concepts. Our hands-on financial training covers advanced Microsoft Excel, financial accounting, and corporate finance. Throughout the course, you’ll learn modeling shortcuts, how to interpret financial reports, and other essential skills for careers in finance. All these topics are thoroughly covered in this course, ensuring you gain a comprehensive understanding of finance and financial modeling.
Onsite financial modeling training gives you an opportunity to connect with like-minded individuals and is ideal for training in small groups of 4-5 people. This setting fosters collaboration and networking, which can be particularly beneficial in the New York City metropolitan area. On the other hand, we find that 1-on-1 training is most effective online, where screen sharing facilitates personalized instruction. Online training is also cheaper than in-person training. Both options provide a variety of courses designed to enhance your knowledge of finance, helping you join the financial industry’s elite.
You can expect hourly rates of $200 to $300, depending on the topic, group size, and duration of the booked training program. As an indication, for a single M&A, LBO, or DCF Model interview case study, approximately two hours will be required, depending on your current level.
Yes, we offer a five-day financial analyst bootcamp that covers essential financial modeling skills. This intensive bootcamp includes best practices from experienced investment professionals and an Excel course designed to enhance your proficiency. It’s a great refresher course for those looking to update their skills and knowledge of finance. Our bootcamp provides hands-on training with real-world applications, ensuring you gain the expertise needed to excel in the financial industry.