Chris Reilly (Financial Modeling Education)
I will help you become a Financial Modeling expert without spending a fortune on traditional education.
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Want to know the secret that always made me the best Financial Modeler at my company?(hint: it's ๐ฃ๐ค๐ฉ Excel shortcuts)โ Itโs mastery of the ๐ง๐ต๐ฟ๐ฒ๐ฒ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐.๐๐๐ง๐'๐จ ๐ฉ๐๐ ๐ฉ๐ง๐ช๐ฉ๐:โโโโโโโโโช๏ธ I can build FP&A Models b/c I know the Three Statements.โช๏ธ I can build SaaS Models b/c I know the Three Statements.โช๏ธ I can build LBO Models b/c I know the Three Statements.โช๏ธ I can build M&A Models b/c I know the Three Statements.โญ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐ถ๐ป๐ด ๐๐ต๐ฒ ๐ง๐ต๐ฟ๐ฒ๐ฒ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐ ๐ต๐ฎ๐ ๐ฎ๐ฑ๐ฑ๐ฒ๐ฑ ๐บ๐ผ๐ฟ๐ฒ ๐๐ฎ๐น๐๐ฒ ๐๐ผ ๐บ๐ ๐ฐ๐ฎ๐ฟ๐ฒ๐ฒ๐ฟ ๐๐ต๐ฎ๐ป ๐ฎ๐ป๐๐๐ต๐ถ๐ป๐ด ๐ฒ๐น๐๐ฒ. ๐ฃ๐ฒ๐ฟ๐ถ๐ผ๐ฑ. โญโโโSo if you've ever felt lost trying to navigate the intricacies of Three Statement Modeling...I'd love for you to check out my ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ ๐ผ๐ฑ๐ฒ๐น๐ถ๐ป๐ด ๐๐ผ๐๐ฟ๐๐ฒ๐.Grounded in best practices, my courses have been featured with the Wharton Online Private Equity Certificate Program, Wall Street Prep, and LinkedIn Learning.Everything is available in one place, comes with bonus features, all at a reduced price.๐๐ค๐ช'๐ก๐ก ๐๐๐๐ง๐ฃ:โโโโโโโ Three Statement Model Basics (learn or brush-up on core fundamentals)โ Advanced Three Statements (perfect for FP&A pros that need a model template)โ 13 Week Cash Flow template (tactical cash management using the direct method)โ Financial Modeling for M&A / Private Equity (learn to evaluate and model an acquisition)โ Case Studies, Templates, & Guides (for continued practice)โ Dashboard (consolidate results with summary that automatically does variance analysis)โ Ultimate Guide to Financial Modeling (free bonus content)โ Private Equity quiz, interview guide, and glossary (free bonus content)โโโHere's what a few people have said:โญโญโญโญโญ "absolute game changer."โญโญโญโญโญ "best money ever spent."โญโญโญโญโญ "the best course on modeling I've taken."โญโญโญโญโญ "this will take you to the next level."โญโญโญโญโญ "your courses are underpriced for the value they provide."โโโAll my years of pain & confusion packed into a few small files,with instructional videos that never expire so you can go at your own pace.To be clear, this is one of my paid products.๐๐๐ญ๐ฉ ๐๐ฉ๐๐ฅ๐จ ๐ป:โโโโโโYou can click the "Visit my website" link above or check the comments below โคต๏ธHope to see you there.โChris
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Ben Dunlap
Computer geek learning Finance
1w
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just subscribed and bought your introductory 3-statement course -- looking forward to it!
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Joseph Yerant
Senior Executive | Chief Operating Officer with 15+ years of deep experience scaling and growing companies ranging from start-ups to Fortune 500 companies.
1w
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I can attest having taking Chris' courses they are created in a simplistic, straightforward, and easy to understand manner. He takes the complexity out of what many CFOs for whatever reason create when developing statements, including the crucial 13 week cash flow statement. Thank you Chris for the A+ material.
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Vadim Kondratiev
Finance Director / Independent financial consultant
1w
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well, but isn't understanding of the three statements a must for any financial model? a bit weird to see a modeler proud of understanding it.
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Izualo Campbell
Attended Edinburgh Napier University
1w
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Where can I get this template?
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Muhammad Salman Jawed (FCCA, ACA)
Strategic Finance Professional and a tech enthusiast with 10 plus years experience of supporting businesses achieve sustainable growth
1w
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Really liked the way you have shown revolver separately.
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Nathan Liao, CMA Coach
Helping accounting & finance pros pass the CMA exam in 16 weeks and on their first attempt. 82,000+ accountants downloaded my free CMA exam cheat sheet. Click the link below and get yours too๐
1w
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Value packed offer for anyone who needs to gain these specific skills. Does this work with Google Sheets Chris Reilly?
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Rakesh Reezhwani
Minimalist || Credit Analyst || MS Excel and Finance Enthusiast || FRM Level 2 Candidate
1w
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The way facr is used in your statement, similar ratios are used by me in my template. I have used both formula โokay- not okayโ and conditional formatting with colour coding. This has helped me visualise my sheet in one go.
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Cashflow Chronicles
Business Trends and Analysis with a Focus on Founders and Startups. ๐จ๐ฆ๐บ๐ธ
1w
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Excellent post.Thanks for sharing.
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Carlos Bodero Bonini
Environmental Engineering Designer
1w
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Excited to see how mastering those Three Statements can elevate my financial modeling game!
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Peter Evans
โ Asset-Based Lending ๐ฌ Get Terms Now ๐ฌ
1w
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Wow, sounds like a true masterclass in financial modeling! ๐ฅ
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The finance #cfa #cfainstitute #finance
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Chris Reilly (Financial Modeling Education)
I will help you become a Financial Modeling expert without spending a fortune on traditional education.
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One of the biggest mistakes I see people make with LBO Models is trying to make them FP&A Models too. (Here's the difference between them๐ป)๐๐ฝ๐ ๐๐ค๐๐๐กShort shelf life: the primary purpose is to figure out if buying a company is a good idea, mainly by assessing how much debt a company can handle and what the corresponding returns might be.The P&L and Balance Sheet projections are thoughtful but directional: year-over-year growth and other basic assumptions so it's easier to stress-test.It may be useful in the future when contemplating "add-ons" (smaller companies the "platform" company might buy), but by-and-large its primary use case comes to an end once the deal closes.๐๐&๐ผ ๐๐ค๐๐๐กAn FP&A Model, on the other hand, is a planning tool companies use to manage their core operations.Often built with much more operating detail, the FP&A Model is used to create Budgets and Forecasts (which are different things), and also serves as a reporting tool comparing Actuals to Budget.So now we're talking Headcount Schedules, Vendor Schedules, Contractor Schedules, and any other sub-schedule you can think of.This model has a much longer shelf life and is updated on a recurring basis (usually monthly).๐ก๐๐ฒ๐ ๐๐ผ๐ป๐ฐ๐ฒ๐ฝ๐: Think of an LBO Model like the SparkNotes version, and an FP&A Model as the whole book.๐พ๐๐ฃ ๐๐ฝ๐ ๐๐ค๐๐๐ก๐จ ๐ฝ๐๐๐ค๐ข๐ ๐๐&๐ผ ๐๐ค๐๐๐ก๐จ?Sometimes, sure. But in my opinion it's a mistake to do so.Most often what happens is a "fresh rebuild" of the FP&A Model after the deal has closed.This is because the core functionality of the LBO Model (buying the company and adjusting the balance sheet) is no longer needed.So, you're keeping a lot of obsolete complexity in your file that will ultimately bog down the forthcoming FP&A detail (and there will be a lot).๐ผ๐๐ค๐ช๐ฉ ๐๐๐Hey, I'm Chris Reilly. If you've ever felt overwhelmed or frustrated by Financial Modeling (but know how important it is), then please follow my page. I can help you become a Financial Modeling expert without the high cost of traditional education.๐๐๐ญ๐ฉ ๐๐ฉ๐๐ฅ๐จ๐ปLastly, if you want to learn more about FP&A and Private Equity, I cover it in my weekly email series (link in comments ๐)
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TIMONA K. NDIRITU
Finance
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Mastery of the 3-Statement FMCredit to Chris Reilly โ #Finance #FinancialManagement #FinancialAccounting #CPA #FinancialModelling #IncomeStatement #BalanceSheet #StatementOfCashflow #KPI's
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Chris Reilly (Financial Modeling Education)
I will help you become a Financial Modeling expert without spending a fortune on traditional education.
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An entire FP&A Operating Model fits on one page...โโโ๐Unfortunately I can't cover everything in one post, so if and when the time is right, I offer refreshingly straightforward Financial Modeling Courses for FP&A and Private Equity Professionals. The link is in the comments if you're interested (if not, that's cool too ๐) โคต๏ธโโโ๐ฃ๐๐ฟ๐ฝ๐ผ๐๐ฒ ๐ผ๐ณ ๐ข๐ป๐ฒ-๐ฃ๐ฎ๐ด๐ฒ๐ฟTo present all the high points of the model in an easy-to-follow format that can also be forwarded in an email.๐๐ป๐ฐ๐ผ๐บ๐ฒ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐Covers the "big stuff" only like Revenue, Gross Profit, Net Income, and EBITDA.๐๐ฎ๐น๐ฎ๐ป๐ฐ๐ฒ ๐ฆ๐ต๐ฒ๐ฒ๐Also covers the "big stuff" like Cash and Debt Balances (these are usually the two "must know" items).๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐ ๐ผ๐ณ ๐๐ฎ๐๐ต ๐๐น๐ผ๐๐A summary of the 3 Sections (Operating, Investing, Financing) and ending cash (make sure this matches your Balance Sheet!).๐๐ผ๐๐ฒ๐ป๐ฎ๐ป๐๐Compliance check for the primary covenants, in this case Fixed Charge Coverage Ratio (FCCR) and Leverage Ratio.๐ฅ๐ฒ๐๐๐ฟ๐ป๐Investor returns on the company (if applicable) showing the Equity Value, ROI, and IRR.๐ฉ๐ถ๐๐๐ฎ๐น ๐๐ถ๐ฑ๐Produced as-needed for the audience. In this example I show Capital Spend (broken out by Maintenance and Growth) as well as Net Working Capital.You would adjust this section for the KPIs your company wants to see.๐ฅ๐ ๐ ๐๐น๐ฒ๐๐ฎ๐๐ผ๐ฟ ๐ฃ๐ถ๐๐ฐ๐ต:โโโโโโโโโโ๐I give away my knowledge for free, but want to be transparent that I sell stuff too. So if and when the time is right, I offer refreshingly straightforward Financial Modeling Courses for FP&A and Private Equity Professionals. The link is in the comments if you're interested โคต๏ธ
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Jeff Erickson
Forecastr | Startup Advisor | Angel Investor
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Are you still building your financial models in spreadsheets?Forecastr makes financial modeling easy for founders ... and for CFOs.We have been working with founders and fractional CFO firms to help them be able to create better financial models in a fraction of the time it typically takes in spreadsheets.What are the advantages of building a financial model in Forecastr?โ Build your financial model 10x fasterโ Easier to use than Excel or Google Sheetsโ Connect your financial model to your accounting softwareโ Automate reporting to investors & Board membersโ Easily run, save and store new scenariosโ Expert guidance & support from Forecastr's team of professional analystsโ Guardrails that prevent you from 'breaking' the financial modelโ Get listed on Forecastr's INVESTOR CONNECT platform_______COMING IN JUNE!We are excited to be teaming up with Intuit, Escalon Services, Inc., The Startup Stack and Founderpath to do a FREE educational "Financial Model Teardown" next month!Mark your calendars for Tuesday, June 6th at 12pm MT. More info coming soon!And reach out to me if you would be interested in a free financial model review leading up to this event.#finance #financialmodeling
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Jide Oyewole
Financial Accountant | | Finance | | (FMVA)ยฎ | CFI IN VIEW | |
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An entire FP&A Operating Model fits on one page...
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Forecastr
5,354 followers
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Are you still building your financial models in spreadsheets?Forecastrmakes financial modeling easy for founders ... and for CFOs.We have been working with founders and fractional CFO firms to help them create better financial models in a fraction of the time it typically takes in spreadsheets.What are the advantages of building a financial model in Forecastr?โ Build your financial model 10x fasterโ Easier to use than Excel or Google Sheetsโ Connect your financial model to your accounting softwareโ Automate reporting to investors & Board membersโ Easily run, save and store new scenariosโ Expert guidance & support from Forecastr's team of professional analystsโ Guardrails that prevent you from 'breaking' the financial modelโ Get listed on Forecastr's INVESTOR CONNECT platform_______COMING IN JUNE!We are excited to be teaming up withIntuit,Escalon Services, Inc.,The Startup StackandFounderpathto do a FREE educational "Financial Model Teardown" next month!๐ Mark your calendars for Tuesday, June 6th at 12pm MT. More info coming soon!And .... if you would be interested in a free financial model review leading up to this event, we will provide a link for you in the comments below.#finance#financialmodeling
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Wilson Izekor
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Understanding the three statements is fundamental and foundational for all finance professional.
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