Financial Modeling That Actually Makes Sense

Stop wrestling with spreadsheets that break when you look at them wrong. Our program teaches you to build models that investment banks and private equity firms actually use – no fluff, just practical skills you'll apply from day one.

Get Started in September 2025
Financial analyst working with complex modeling software on multiple screens

What You'll Actually Learn

This isn't theory from textbooks. We break down real deals, teach you how analysts think, and show you the shortcuts that save hours of work.

Valuation Fundamentals

DCF models that don't explode when you change an assumption. Comparable company analysis that considers actual market conditions. Precedent transactions that tell a story.

  • Three-statement modeling from scratch
  • Working capital schedules that balance
  • Sensitivity tables people can read
  • Terminal value calculations explained plainly

LBO & M&A Modeling

Build leveraged buyout models the way PE firms do it. Structure M&A deals with proper synergy analysis and accretion/dilution math that investment committees expect to see.

  • Debt schedules with actual covenants
  • Management rollover structures
  • Returns waterfalls that make sense
  • Purchase price allocation basics

Real Estate & Project Finance

Development models with construction timelines. Operating properties with lease-by-lease detail. Infrastructure projects with proper debt sizing and coverage ratios.

  • Cash flow waterfalls for multiple partners
  • Construction period modeling
  • Lease escalations and renewals
  • IRR calculations that auditors accept

Advanced Excel Skills

The keyboard shortcuts and formula tricks that separate junior analysts from productive ones. Error checking methods that catch mistakes before your MD sees them.

  • Dynamic named ranges and INDEX/MATCH
  • Conditional formatting for error checking
  • Macro-free automation techniques
  • Model audit trails and documentation

Scenario & Sensitivity Analysis

Build scenarios that reflect actual business risks. Create data tables that help decision-makers understand trade-offs without getting lost in numbers.

  • Tornado charts for key drivers
  • Monte Carlo basics for the curious
  • Break-even analysis that matters
  • Management case vs. reality adjustments

Industry-Specific Applications

Every sector has quirks. Tech companies with revenue recognition complexity. Energy projects with commodity hedging. Healthcare with reimbursement modeling.

  • SaaS metrics and cohort analysis
  • Retail store-level economics
  • Manufacturing capacity constraints
  • Subscription business unit economics

Learn From People Who've Done The Work

Our instructors have built models for billion-dollar deals and fixed models that were completely broken. They know what works and what doesn't.

Marcus Hyland - Lead Financial Modeling Instructor

Marcus Hyland

Lead Instructor - LBO & Valuation

Spent eight years at a middle-market PE firm analyzing deals across manufacturing and services. Built hundreds of LBO models and learned the hard way that complexity doesn't equal quality. Now teaches analysts how to build models that actually help make decisions instead of just filling slides.

Favorite thing to teach: how to structure debt schedules so they don't break when terms change. Pet peeve: circular references that could've been avoided with better model architecture.

Elena Voss - Real Estate Finance Specialist

Elena Voss

Real Estate & Project Finance

Modeled over B in development projects across Asia. Knows why your waterfall doesn't tie out and how to fix it without rebuilding everything.

Rebecca Tan - Tech Sector Modeling Expert

Rebecca Tan

Tech & SaaS Modeling

Former venture capital analyst who valued 200+ early-stage companies. Teaches you to model businesses that don't have clean historical financials.

Sara Kline - Corporate Finance Instructor

Sara Kline

M&A & Restructuring

Investment banking background with a focus on distressed situations. Shows you how to model companies when the future is highly uncertain.

Program Timeline

Six months of instruction, practice, and feedback. Classes run twice weekly in the evenings, with weekend sessions for model reviews and case work.

Sept 2025 Weeks 1-4

Foundations & Excel Mastery

Start with proper model structure and Excel techniques. Build your first three-statement model from actual company financials. Learn error-checking methods that catch problems early.

Oct 2025 Weeks 5-12

Valuation Methods Deep Dive

DCF modeling with proper terminal value calculations. Comparable company analysis using real market data. Build sensitivity tables that actually inform decisions.

Nov-Dec 2025 Weeks 13-20

LBO & M&A Structures

Leveraged buyout models from scratch. Debt schedules with realistic terms and covenants. Accretion/dilution analysis for merger scenarios. Returns calculations that pass audit review.

Jan-Feb 2026 Weeks 21-26

Specialized Applications & Capstone

Industry-specific modeling for your sector of interest. Real estate development or project finance deep dives. Complete a full deal model from scratch as your final project.

Students collaborating on financial modeling project in modern learning environment