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
Industry Partner
Investment Banking Professional
- Financial Modelling Coaching
- Investment Banking
- Private Equity
- 2+ years of experience covering TMT and M&A at a top Bulge Bracket in New York
- 1+ year of experience at a Growth Equity fund
- Have helped lead Intern and Analyst recruitment; have insights into the interview processes at numerous firms
- Experience teaching and lecturing in classroom environment
- Mentored numerous professionals and helped them secure jobs in Investment Banking, Growth Equity, and Private Equity
- Ivy-league graduate with 100% scholarship throughout
Industry Partner
Private Equity Associate
- Financial Modelling Coaching
- Investment Banking
- Private Equity
- 3+ years of experience in Private Equity at a $40bn AUM US-based large-cap fund in London, focused on Infrastructure / Industrials
- 1+ year of experience in TMT Investment Banking at a Bulge Bracket in London
- Conducted interviews for both buy- and sell-side intern / analyst roles and co-led internship programs
- Teaching and lecturing experience at a top Russell Group university
- Mentored professionals into roles within Investment Banking and Private Equity
- Oxbridge graduate with a partial scholarship
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)
Finance Interview Coach did a great job on my resume review. He was encouraging and offered perspective that increased my confidence with the job search. I was changing industries and was concerned I wouldn’t be able to break into investment banking, but through his encouragement and help I was able to get an investment banking analyst position within a few weeks. I received many compliments on my resume through the job search which played a huge part in me receiving the offer. I would recommend their service for any student or professional wanting to get into investment banking.
Investment Banking Analyst, Agentis (Vancouver)
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)
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)
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
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)
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 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)
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 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)
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.
