For individuals – Training Job-Ready Experts for Instant Impact

From Beginner to Expert: Achieve Confidence in Financial Modeling

Gain career primed confidence, win the offer, and stand out as a highly respected expert for financial modeling workstreams at your firm.

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Financial Modeling LLC offers courses year-round in NYC, available both in person and live online. Our hands-on approach means clients build multiple models from a blank Excel sheet in each course. We adjust our practical teaching and content to meet you at your current level, building your confidence in your technical skills. It doesn’t matter if you come from a non-target school, non-finance, or other “non-ideal” background, our training prepares you for the most demanding roles in investment banking, private equity, and other top finance positions. We believe that anyone with the motivation to become an expert financial modeler can do so with the right training and guidance. This is our mission.

Packages

All our “Expert” packages include comprehensive fully-integrated 3-statement operating models, with detailed working schedules such as Debt, Depreciation, and Working Capital, all built from scratch.

In-Person Learning

Contact us for a quote on personalized 1-on-1 or small group seminars. We keep group sizes small, with a maximum of 4-5 people, to ensure you have plenty of opportunities to ask questions and engage in a fun, efficient learning environment. This setup also allows you to network with like-minded individuals, exchange ideas, and make valuable professional connections.

The Complete Financial Modeler

$199
/ Hour

20 hours

Excel and Financial Model Architecture
Financial Accounting
Working with Financial Reports

3-Statement Models

Credit Models

LBO Models

DCF Valuation Models

M&A Models

Our best value offer, the Complete Financial Modeler, is a 20-hour comprehensive training program spread over 4-8 weeks.

For special requests, we can customize the standard package to focus more deeply on specific areas. This can be discussed during our introductory phone call before training begins.

Expert Valuation
Package

$219
/ Hour

3×2 hours Sessions

Calculating Terminal Value (TV) and Present Value (PV)

Discounted Cash Flow (DCF) Valuation

Comparable Company Analysis (Comps)

Precedent Transaction Analysis

Building Switches for Scenario Analysis

Sensitivity Analysis

The Expert Valuation Package covers the three main valuation methodologies used by investment banks. You’ll learn to tackle the complexities of deriving a firm’s value and how to present your findings using the football field chart, a common tool to visualize valuation ranges for clients and investors.

Expert Leveraged Buyout (LBO) Package

$219
/ Hour

3×2 hours Sessions

Deriving Investor Returns via IRR and MoM
Modeling Payment-in-Kind (PIK) Securities

Building Switches for Scenario Analysis

Sensitivity Analysis

Value Creation

The Expert LBO Package teaches the structure of LBO models used by investment banks and private equity firms worldwide. You’ll learn the purpose of LBO models, address complexities in the analysis, and incorporate scenarios and sensitivity analyses. Finally, you’ll learn to present your results effectively with sensitivity tables and value creation charts.

Expert Mergers & Acquisitions (M&A) Package

$239
/ Hour

3×2 hours Sessions

Accretion/Dilution Analysis
M&A Accounting
Balance Sheet Combinations

Building Switches for Scenario Analysis

Sensitivity Analysis

Value Creation

The Expert M&A Package offers in-depth knowledge of M&A modeling. You will learn to assess the attractiveness of M&A deals through accretion/dilution analysis and understand the key accounting impacts of an M&A deal, e.g., the treatment of goodwill and intangible assets. By the end of the course, you’ll confidently build a fully integrated M&A model from scratch.

Expert Credit Modeling Package

$219
/ Hour

3×2 hours Sessions

Covenant Testing
Testing Leverage and Net Leverage
Testing Coverage Ratios

Building Switches for Scenario Analysis

Interest Rate Sensitivity Analysis

Detailed Debt Schedule Construction

In our Expert Credit Modeling Package, you will learn to create integrated 3-statement models with all relevant working schedules. We will guide you through a real-world case study, demonstrating how an investment bank would model acquisition financing, bridge loans, and refinancing options.

Interview-Ready
Package

$149
/ Hour

5 hours

Behavioral Questions
Technical Questions
Tackling Brain Teasers

90-Minute Recorded Mock Interview

Our Interview Prep Package is tailored to focus on behavioral, technical, or a combination of both skills. It concludes with a 90-minute recorded mock interview of real-world difficulty. This recording allows you to review and analyze your performance, similar to how athletes review game footage for improvement. This package has been highly successful for our clients.

Do you have a special request?


Industry Expertise: Our instructors are seasoned finance professionals with proven track records.

Practical Focus: We emphasize hands-on exercises and real-world case studies to solidify your learning.

Career-Driven: Our curriculum is designed to give you a competitive edge in the job market.

Personalized Support: We provide individual guidance and feedback to ensure your success.

Flexible Learning: Choose from live online, self-paced, or in-person options to fit your schedule.

Still have questions? Contact us directly. We’re here to help!

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Do you have an inquiry? Schedule a free initial consultation

Schedule a consultation here info@financial-modeling.com

Opening hours

Appointment by
prior arrangement

ADDRESS

777 McCarter Hwy, Newark, NJ
1541 NE 42nd Ct, Pompano Beach, FL

Telephone

+1-754-249-7916