Learn How to Build Three-Statement Financial Models and LBO Models
Our 93% Success Rate Speaks For Itself
Our coaching sessions will cover the following.
- Learn how to build complex three statement financial models and LBO Models
- Understand the fundamentals and different assumptions of financial modeling
- 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 understanding of DCFs and Accretion / Dilution Merger Models
- Master the paper LBO and all its variants
- 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
- 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!










Financial Modelling Coaching Packages
Coaching sessions are customized to your needs. Any materials reviewed during the sessions will be sent to you (financial models / templates, slide decks, case studies) | |
Includes 3 hours of coaching, all materials from the above packages, as well as:
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Includes 5 hours of coaching, all materials from the above packages, as well as:
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Includes 8 hours of coaching, all materials from the above packages, as well as:
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Includes 10 hours of coaching, all materials from the above packages, as well as:
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Our Coaching Methodology
Real Case Studies
Become an expert on all financial models including DCFs, merger models, 3-statement financial modelling, 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

- Corporate Development
- Finance Resume Review
- Financial Modelling Coaching
- Investment Banking
- Investor Relations
- Private Equity
- Venture Capital
- 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
Josh greatly assisted me in preparing for my Bain, BCG and McKinsey interviews. He helped to curate interviews that developed my weaknesses and helped me to identify my strengths. His cases were through, creative and challenging. Our cases were broadly focused at first but Josh was able to identify the places I needed to improve in order to advance. Josh’s feedback was an asset to my improvement in the case interview circuit. He’s an intelligent and highly driven finance professional who greatly assisted in achieving my interview goals and I’m confident he can do the same for you.
Management Consulting Professional
Josh has been invaluable in helping me improve my financial modeling skills and sharpen my understanding of material details in private equity transactions. Josh is a great teacher and is able to effectively communicate and pass on his experience and knowledge gained as an investment banker and private equity professional. Josh does not only teach the basics but can readily break down and simplify complex industry concepts. Josh was not only great in teaching the technical aspects of the job but also helped to develop my strategy to succeed in interviews. Overall, I am Josh has been outstanding in helping me transition from a non-traditional background in corporate law to finance.
Portfolio Manager, NorthWest Healthcare Properties REIT
Joshua Jia is probably one of the most knowledgeable and hardworking professionals you will ever meet. He has immense industry experience and also significant knowledge of the finance industry in general. I have benefited immensely through Josh’s help throughout the job searching and recruiting process in the finance industry and have landed a number of sought after roles. I hope that you will be able to benefit from this as well. Josh’s help will not only open doors for now, it will also open doors for your future career opportunities. The investment is well worthwhile.
Corporate Finance Professional
Josh is a leader in interview preparation and career development. Josh was instrumental in helping me land a job at a leading global investment bank in NYC. Josh continues to be a source of guidance and mentorship as I progress through my career. I highly recommend working with Josh to secure your next job in the financial industry.
Investment Banking Analyst at Moelis (NYC)
Josh greatly assisted me in preparing for my interviews in both investment banking and corporate development. He provided me with practical, actionable advice drawn from his experience interviewing with numerous employers that helped me overcome my weaknesses, highlight my strengths and tailor my message to the employer in question. He was incredibly patient with me as I went through the interview process and was very helpful throughout. If you’re looking for someone to transform your interview skills, there is no better person than Josh.
Corporate Development Professional at Multinational Corporation
Josh has been a phenomenal mentor of mine since I was in first-year university. His extensive experience in investment banking and private equity made him the perfect interview prep coach, especially since he has gone through the recruiting process himself. In addition, he has a knack for giving intuitive explanations for financial concepts, ensuring that I fully understood the theory as opposed to simply memorizing the answers to a list of interview questions. His friendly disposition also made him a pleasure to interact with. In the end, I was able to secure an investment analyst position on the buy-side upon graduation. I definitely would not have been able to get there without his help, so many thanks to Josh for helping me jumpstart my career!
Investment Analyst at Mackenzie Investments
Josh’s personal advice were essential for me when I was looking for a job. His experiences and expertise in the finance industry allowed him to teach me some of the most practical and useful financial concepts. Moreover, Josh international experiences also helped me to explore different opportunities in regions like China and Hong Kong. Josh was very attentive throughout the whole process. He helped to improve my resume tremendously by cutting out the unnecessary materials and highlighting personal strength. Most importantly, his deep understanding of interviewers’ intentions was what really helped me. By the end of my sessions with Josh, I was not only able to receive job offers, I also gained knowledge about the industry which I believe that will able to benefit me for a lifetime.
Private Equity Associate at CCB Trust (Beijing)
Josh was incredibly helpful when it came to prepping for interviews. Whether he was giving me advice technical or behavioural questions, everything he helped me with was instrumental in helping me get a job in investment banking, and then in private equity. If your goal is to break into the industry, there’s no one I would trust more than him!
Private Equity Associate at Alignvest
Josh is a great mentor and was a crucial component of my career development early on, and the guidance he provided me on financial modeling and LBO modeling gave me a step up in both recruiting and work. He is extremely competent with regards to teaching financial concepts for individuals both new and familiar with finance, and is always happy to share honest advice. They are both genuinely care about your success and I would recommend him to anyone interested in developing the necessary skills to pursuing a career in finance early on.
Daniel Cheung, Investment Analyst at Highbridge Capital
I just wanted to take the time to thank and give much-deserved credit to Finance Interview Coach. My resume review could not have gone better. The coaches were thorough and asked all the right questions in order to capture all of my highlights. They took the time to fully understand my story and position it in the best way on my resume. Their knowledge of the Finance industry was evident in his suggestions which I would have never thought of. They also took the time to answer any miscellaneous questions I had in detail. The process was outstanding all around. I would definitely work with the company again and recommend this service to anyone looking to transform their resume.
Sr. Finance Manager, ABB Optical Group (Florida)
Schedule Your Consultation 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.