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
I had the pleasure of working with Josh, Stella, Dante, and Karl before my MBA Summer Associate interviews. I go to a M7 business school that has a strong reputation in finance, but still felt like I needed some additional prep because of how competitive our recruiting class for banking is. I loved how the coaches all had real life experience in investment banking or private equity, and have real experience working and recruiting at reputable firms. The coaches tailored a comprehensive training program that refined my responses to both behavioral and technical questions. Furthermore, every coach went above and beyond to check in on my progress and provide detailed written feedback on every session to prevent any redundancy across the different sessions. I felt like I was more prepared for nuanced questions than some of my MBA peers and found myself able to smoothly answer difficult conceptual questions.
I feel truly blessed to have been able to work with everyone and I strongly recommend everyone who is going through a similar process to make the same investment I did. It’s so important that you represent yourself in the best way possible to get a job that can change your life! Due to the high quality of my preparation, I was able to confidently navigate my interviews with no mistakes and ended up signing an offer to work at a NYC bulge bracket! Looking back at it, working with these coaches was one of the best investments I’ve ever made – a true no-brainer considering that interviews are some of the most important tests of one’s life! Josh, Stella, Dante, and Karl are some of the best coaches out there, and it was a true blessing to have them in my corner during recruiting.
Equity Research Summer Associate at Bulge Bracket Bank, Financial Institutions Group
Thanks to Josh, I landed a job at a top investment bank after my first Superday, despite having zero related experience. I first met him through group training at a target MBA program, where his expertise and excitement for coaching immediately stood out, and I decided to work with him one-on-one. His ability to simplify complex concepts was crucial to my success. During our multiple one-on-one sessions, Josh went above and beyond—dedicating time at odd hours and using a teaching style that helped me not only master the technical steps but also understand the intuition behind each answer. This personalized approach gave me the confidence to excel in my interviews. I couldn’t have done it without his commitment and patient guidance. If you’re serious about breaking into investment banking, working with Josh is a game changer.
Sophia Menick, Investment Banking Summer Associate, Lazard (NYC)
Finance Interview Coach was immensely helpful in getting my resume ready for my recent career search. The coaches were extremely thoughtful, attentive, and helpful throughout our interaction. With their help I have been able to secure interviews with firms that I would not have been able to prior to him helping me refine my resume.
Analyst (Originations), White Oak Global Advisors (San Francisco)
From the moment Finance Interview Coach and I connected, they were very professional and quick to respond to me. The coaches offered to review my resume and give it a professional update so that I would attract more potential employers to my profile. They did a superb job with sending me a thorough questionnaire to learn more about me and my previous work experience which thus led to him generating a very polished resume for me. The process took less than a week and I was very pleased with their work. After they was done working on my resume I immediately starting filling out applications for finance positions that I was interested in. I received many call backs and in person interviews, which led me to receiving a full time job in corporate finance for a company that I love working for. I know that I wouldn’t be where I am today without his help. Thank you again to the company and I look forward to working with them in the future.
Wealth Mgmt. Branch Analyst, Morgan Stanley (Atlanta)
Finance Interview Coach provided superior service in helping me revise and critique my resume. Throughout the resume review process the company provided thorough and concise feedback to ensure my resume was of the highest quality to present to employers. Overall, the resume review service offered by Finance Interview Coach was very professional and highly recommended!
Loan Associate, State Street (Boston)
Finance Interview Coach has the ability to hone in on specific aspects of your resume and make them shine. After a phone call and a couple pass-throughs with him, the difference in my resume is night and day. Always friendly and receptive, the Company has managed to make me impressed with my own resume. I’m heading into recruiting season more confident than ever and looking forward to staying in touch with Finance Interview Coach.
Marketing Manager, Xiaomi (Beijing)
Finance Interview Coach recently helped me with my resume. The process began with a bunch of pertinent questions which formed a starting point for the review and then continued with revisions based on subsequent questions I had following the first draft. The resume looks significantly better than what I had before this process. I also learned that I was leaving off things that were perfectly good to be on the resume and stay there. Additionally, the coach was kind enough to take the time to answer some other questions I had, given his experience in the field. Overall, the process was seamless and informative and I highly recommend it if you are at all uncertain about your resume.
Senior Financial Analyst, Avenue M Advisors (Los Angeles)
I had the pleasure of working with Finance Interview Coach when he conducted a resume review session with me prior to the beginning of the recruiting season. One of the things that stood out to me about the session was how thorough the coaches were with their feedback. My resume was not riddled with too many errors, but the Company provided constructive feedback for almost every line of my resume. Not only was he able to give feedback on the resume itself but also he provided his thoughts about how he felt my resume was as it relates to the roles that I intended to apply for. I’m currently in the process of recruiting and now feel more confident about my resume and have begun to receive interview opportunities for the roles that I intended to apply for.
Student, Baruch College
It was 8 months before graduation that I decided to pursue a career in finance. Having worked in completely irrelevant fields, I was lost and I didn’t have any guidance or exposure to the whole finance scene and struggled in figuring out how to break into finance. I knew speaking with the coaches at Finance Interview Coach who knew the ins and outs of recruiting process was one of the things I could do, so I actively sought mentorship opportunities, and I stumbled upon a chance to speak with them. After speaking with him and doing a mock interview, I learned exactly what I lacked in, and what strengths I have, and what direction I should take on to maximize my chances of breaking into the industry. The company has been tremendously helpful with my recruiting, and offered invaluable advice that played a critical role in landing interviews with reputable firms for investment banking, equity research and private equity roles. What I really appreciated was that he was very real and gave advice that were actionable in the very limited timeframe I was given. Their coaches are currently mentoring me and I truly feel that having a mentorship opportunity with the coaches at Finance Interview Coach will help anyone aspiring to be in finance to set out a clear plan that he or she can execute on.
Private Equity Analyst, Red Oak Succession Partners (Toronto)
My experience with Finance Interview Coaches has been more than pleasant. The coaches were prompt, courteous and professional. They took the time to talk to me to truly understand my work experience and my skills. He reformatted my resume, condensed it down to 1 page while preserving the essence. They also helped me with my interview skills, potential areas I could improve on. I have received several interviews from high caliber organizations, and I attribute it all to their help.
Analyst (Data Performance & Risk), Alberta Teachers’ Retirement Fund Board (Edmonton)
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.