NAIL FINANCIAL MODELING
Formula are the connective tissue of financial models. Get step-by-step tuition and learn the essential formula to prepare you for constructing best practice models.
Group Director of Data Analytics European Tyre Enterprise Ltd.
“As a past M&A advisor and latterly a direct investor (via corporate and project finance), I can safely say that Kyle has been the best trainer I’ve ever seen. He’s been able to take my team, some with little knowledge of financial modelling, to a highly competent level in a short period of time”
You’ve probably heard of a SUMIF, have used a VLOOKUP, and successfully put together an INDEX MATCH a few times. Or maybe you’ve never used them, but need to start building a financial model and need to nail it.
No-one taught me how to use formula, until I’d constructed 100mb models that were hugely inflexible, had hardcoded dates (use EOMONTH instead), used SUMIFS to slice and dice inputs every which way. It wasn’t that I didn’t know how to use formula. I just didn’t know how to use them efficiently. And I didn’t know when they broke.
In this module, I’ll give you loads of practical examples, and save you (probably years) of time figuring it out yourself. I’ve taught financial modeling classes for many years now to top institutions (Macquarie Capital, World Bank, PWC, Deloitte… the list goes on). And I found that many people in finance were in the same boat. They’d pulled the knowledge together. And maybe taken a course.
Not only is this course based off my years of finding peoples gaps - I’ve reverse engineered best practice financial models, used to raise hundreds of millions of dollars. And I present the top ten formulas, and more.
Financial modeling is hard. See it simplified like never before.
“The model Kyle built for us is at the core of every management discussion and conversation with investors… including our recent $1bn raise for clean-energy investments” - Jack Stark, CFO, Generate Capital
Kyle has trained project finance and infrastructure modeling to some of the worlds top PF organisations, including the World Bank, Macquarie Capital and many others. Kyle was the Head of Training EMEA at Mazars Global Infrastructure Finance, formerly Corality Financial Group. Kyle has worked on infrastructure debt & equity advisory mandates and enjoyed a brief stint with a large project finance bank performing credit analysis.