Stop Wasting Nights & Weekends on Worthless Financial Models
Build what ACTUALLY matters and become the go-to Financial Modeler in just
43,000+ Students, 1,000+ Reviews (4.9/5 βββββ)
Featured by Wharton Online, Wall Street Prep, and LinkedIn Learning.
The Ultimate Financial Modeling Mastery Program
A self-paced program that teaches you to build job-ready financial models used in Investment Banking, FP&A, SaaS, and Private Equity.
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Learn from an industry veteran and one of the most recognized names in financial modeling.
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Build Three Statement Models (+SaaS), Cash Flow Forecasts, and LBO Models from scratch.
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Designed for finance professionals who need real-world modeling skills (not just theory).
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No fluff or wasted time -- just the structured playbook I wish I had when I started.
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"Absolutely Outstanding..."
"Purchasing this program was the best money I have invested in a long time. Chris's process, procedure and teaching style demystifies all aspects of building robust forecasting models. I learned more from this single program than I did from any course in my MBA, and at 1/10th the cost. Thanks Chris!" βββββ  β Chance Chaffin, FP&A VPβ Verified Buyer |
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"Best course I have taken online..."
"I have years of experience in FP&A and have my CPA and I cannot stress how valuable this course was for me." βββββ  β Gregory Massi, FP&Aβ Verified Buyer |
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"...best-in-class tools that Iβve seen..."
"Iβve led FP&A functions in Fortune 100 companies, and your approach and teachings are amongst best-in-class tools that Iβve seen." βββββ  β Tom Klein, Fractional CFOβ Verified Buyer |
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Iβve received a ton of messages from people who are interested in the program but are having a hard time affording it right now. So -- even though this goes against the advice of basically everyone I know -- Iβve decided to offer theΒ full program at a lower price,Β and will try to as long as I can. For context, hereβs the regular pricing: β Buying the courses separately costs $1,045 βΒ The normal bundle price is $729 (30% discount) βΒ But this month, everything is only $249Β (75% off). Thereβs no "catch" -- this is my response to the DMs and emails I've received, in hopes of making things more accessible for everyone. To be super clear: Iβll be checking each month to see if I can keep the price at this level. Β If itβs not sustainable, I may have to raise it. So if youβve been on the fence, nowβs a great time to enroll. As always, the program comes with lifetime accessΒ and a full money-back guarantee, so thereβs no risk. Hope this helps π. |
Ever felt so overwhelmed building a model you literally couldn't think straight?
I'll never forget when the Managing Partner said, "Chris, I need your recommendation on this deal by Monday."
(it was Friday afternoon)
I was so overwhelmed I completely froze.
I was an Excel whiz, but quickly realized I was not such a great "Financial Modeler."
(turns out, they're different things)
Hereβs what I struggled withβ¦
Sound Familiar?Β π
β Not sure where to start: The painful realization that I didnβt actually know what to do first.
β Iβm not cut out for this: Everyone else understands this better than I do.
β Balance Sheet wonβt balance: I remember Assets + Liabilities = Equity (or something like that), but I canβt get this to work.
β Lost on the Statement of Cash Flows: I know the answer is sitting on the balance sheet, but I canβt get it to match!
β Worried about errors: Are my formulas correct? Is this thing even close to right? I donβt want to look stupid in front of my boss (or shoot, maybe even get firedβ¦)
β This is too complicated: 40 million tabs, color schemes I donβt understand, random hardcodes everywhere. How can I even manage this?
β Stressful all-nighters: Worst of all, Iβm sacrificing time at home with my family, stuck working on this damn spreadsheet.
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I remember exactly how that stress feels. (and let's be honest, it sucks) My head in my hands, feeling insanely burned out. Some of the worst moments of my career. Thatβs why I created the UltimateΒ Financial Modeling Mastery Program -- it teaches everything I wish I knew when I felt so overwhelmed. You'll get the exact playbook to build comprehensive, error-free financial models used by real Investment Banks, FP&A Teams, SaaS Businesses, and Private Equity Firms. ...and you can master it done in 1 day. |
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"Easy to follow..."
"Chris has a unique ability to humanize financial modeling and make this complex topic easy to follow and even easier to understand." βββββ  β Oana Labes, MBA, CPA, Founder of Financiarioβ Verified Buyer |
Become the go-to
Financial Modeler in 8 hours.
Letβs be honest. Β You need this quick.
A 6-week cohort sounds nice on paper, but you donβt have the time.
Finance moves too fast.
So I took 15+ years of experience and packed it into 8 hours of content.
(and btw, the program includes an extra 15 hours of content for those who want to go deeper on SaaS and Private Equity)
What You'll Learn
βοΈ Build models in hours, not days (or weeks!): Follow a step-by-step playbook to build detailed Three Statement Models and 13-Week Cash Flow Models from scratch. Β Includes a SaaS Template and LBO Model if you want to go deeper.
βοΈ Get your Balance Sheet right every time: Learn the 2 critical steps to get the Balance Sheet right, every time (no more plugging retained earnings!).
βοΈ Accurate Statement of Cash Flows: Learn the only 3 formulas you need to make sure your Cash Flow ties perfectly to your Balance Sheet.
βοΈ Master advanced structures: Learn to model headcount, EBITDA, working capital, bonus payments, tax payments, capex, depreciation, debt schedules, cash flow sweeps, covenants, investment returns, and circularity breakers, and learn a TON of Excel shortcuts along the way.
βοΈ Simplify cash flow forecasting: Build a 13-Week Cash Flow Template that you can update in 10 minutes (everyone overcomplicates this).
βοΈ Remove errors before they cost you: 90% of spreadsheets contain errors (Google it). Β Learn to consolidate all errors in one place so youβre immediately notified when something is wrong.
βοΈ Spend more time at home: Maybe this sounds clichΓ©, but itβs true -- you can stop burning the midnight oil cranking away on garbage spreadsheets. Β Learn the playbook, get your time back.
Why this Program?
β Trusted by over 43,000 students, 1,000+ reviews.
π« Featured by Wharton Online, Wall Street Prep, and LinkedIn Learning.
β‘ No fluff or insufferable corporate jargon -- just real-world financial modeling skills you can use immediately.
π° It's a one-time cost.
π You get access forever.
π Full refund if you donβt find it helpful.
(no strings attached)
Create scalable financial models you can use again and again -- used by actual Investment Banks, FP&A Teams, SaaS Businesses, and Private Equity Firms.
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"Worth much more than price paid..."
"Category mapping by itself was worth much more than the price paid. Would have saved me an untold number of hours over the years." βββββ  β Founder, M&A Advisory Firmβ Verified Buyer |
Hi β I'm Chris Reilly. Iβve helped 43,000+ finance professionals build Financial Models for real jobs in Investment Banking, FP&A, SaaS, and Private Equity.
Chris Reilly: 15+ year career in FP&A, Private Equity, and Entrepreneurship.
"I can teach it because I've done it,
and have the credibility to prove it."
Hey, Iβm Chris Reilly, the creator of the UltimateΒ Financial Modeling Mastery Program.
Thatβs a picture of me smiling, but I promise I didnβt feel that way back then.
After being up until 2am the previous night, I had my head in my hands at a Colorado Rockiesβ game, so insanely overwhelmed because I felt unprepared building a financial model.
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Today, I can build in 2Β hours what used to take me weeks, and itβs definitely not because Iβm smarter, itβs because... I know what to do. (and why I'm doing it) |
What most people donβt know is that Financial Modeling can be broken down in systematic steps you can repeat every time, so youβre not always recreating the wheel from scratch.
So thatβs why I created the UltimateΒ Financial Modeling Mastery Program: teach everything I wish I knew back thenβa playbookβto hopefully save just one Analyst from spending all weekend at the office.
Fast forward, hereβs what things look like today:
π Trusted by over 43,000 studentsΒ with 4.9 Star average rating
π Over 100,000 followers on LinkedIn & other social media platforms
π Recognized by Business Insider and Financial Modeling World Cup
π Featured by Wharton Online, Wall Street Prep, & LinkedIn Learning
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"Absolute game changer..."
"As an analyst just over a year into the job, this resource has been an absolute game-changer." βββββ
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"Most comprehensive course I've taken..."
"I'm no stranger to financial modeling, having worked in investment banking and FP&A, but this program is probably the most comprehensive one I've completed, including CFI FMVA and WSP FP&A." βββββ  β Casey Brown, FP&A & Strategic Financeβ Verified Buyer |
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"This one is the best..."
"I have taken several modeling courses, this one is the best. Logical, concise and useful." βββββ  β Cole Lambert, Financial Analystβ Verified Buyer |
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"You won't regret buying..."
"You won't regret buying this course.Β Chris has a great teaching style that breaks everything down into it's simplest form." βββββ  β Abdul Said M Kamara, Finance & Accountingβ Verified Buyer |
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"A master of what he's saying..."
"All Chris' lessons are very well explained, he's a master of what he's saying and you can notice not only by his professionalism and quality of models, but most of all from the way he can easily simplify hard topics." βββββ  β Giorgio Gragnaniβ Verified Buyer |
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"Training is fantastic..."
"Chris walks through each section thoroughly and makes a complex topic easy to understand. Look forward to more courses from Chris!" βββββ  β Vito Cadamuro CPA, CGA, Finance Executiveβ Verified Buyer |
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"Cuts through the fluff..."
"I can say that after 15 years of financial modelling and countless days wasted, Chris manages to cut through the fluff and bring home the key points simply and effectively." βββββ  β Bruce McFarlane, Financeβ Verified Buyer |
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"Learned a ton..."
"I had the pleasure of going through your program and learned a ton. We plan to implement the monthly model you put together as a way to analyze our deals moving forward." βββββ  β Associate, Mid-Market Private Equity Firmβ Verified Buyer |
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"Wish I took this years earlier..."
"I wish I took this course years earlier, could have saved good amount of time and struggle. Thank you!" βββββ  β Elena Skaritanov, CFOβ Verified Buyer |
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"Best money ever spent..."
"Best money ever spent. Β Financial modeling classes don't get any better than this one right here. This course is an incredible find and worth every penny." βββββ  β Associate, Private Equityβ Verified Buyer |
Program Overview + Course Samples
 * Note from Chris:The 3 courses above only take 8 hours.
When you complete them,
you will be ahead of 99% of financial modelers.
(seriously, you wouldnβt believe the stuff I see)
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Earn Completion Certificates
Each course in the Program includes a Completion Certificate with the total video runtime, which can be useful if youβre tracking professional development hours (not NASBA-accredited; see FAQ for details). Perfect for your next interview, your resume, or social media.
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"Value surpasses its cost..."
"This program was very informative and detailed. I think anyone looking to get into PE or corporate finance would find that the value of this program surpasses its cost. Great content." βββββ β Private Equity Professionalβ Verified Buyer |
Program Highlights
Master Income Statement Forecasting.
Create clean, easy-to-follow Income Statement forecasts that distinguish between fixed and variable line items, and learn the "build, then link" philosophy to ensure your Three Statement Model always works correctly.
Finally get the Balance Sheet right, every time.
Finally, say goodbye to the most frustrating part of Financial Modeling: Learn the 2 critical steps you need to make your Balance Sheet balance, every time (no more plugging).
Confidently build the Statement of Cash Flows.
Hard to believe, but there are only 3 formulas you need to master the "indirect method" and get your Statement of Cash Flows to work, forever. We build it early in the course, then set it and forget it (no plugging or "fixing it later").
Learn SaaS Revenue Modeling.
Model SaaS contracts by cohort including contract type (New Business, Renewal, Upsell, Downsell), duration, price, billing, churn, and implementation, including KPIs like ARR, MRR, and TCV.
Make Sense of SaaS KPIs.
Get dialed on these SaaS KPI abbreviations -- ARR, MRR, TCV, GRR, NRR, SaaS Net Magic Number, LTV, CAC, LTV:CAC, CAC Payback Period, Rule of 40, Burn Rate, and Runway.
Understand the Net Working Capital.
One of my favorite schedules (because it completes a big chunk of the balance sheet), learn "traditional" and "BASE" modeling techniques to model Accounts Receivable, Accounts Payable, Inventory, Prepaid & Accrued Expenses, as well as Bonus and Tax Accruals.
Accurately Forecast Capex and Depreciation.
Do your company a favor this year and build this schedule now (everyone forgets until the budget is nearly done). Learn "waterfall" and "BASE" modeling techniques to master the Capex and Depreciation Schedules.
Keep track of Headcount.
What's every company's biggest expense? Headcount! Yet, everyone butchers this schedule. Master headcount modeling techniques (base, bonus, and raises) that you can apply to your company census and update as new people come on board.
Master complex Debt Schedules, Cash Flow Sweeps, and Circularity.
Learn to model multiple tranches of debt (Revolver, Senior, Mezzanine + PIK), specify a cash minimum, build a cash flow sweep, and learn how to build a "circularity breaker" to accurately model the interest expense and outstanding debt balances.
Understand Covenants (What Banks Need)
Will your company be in compliance next quarter? Learn why this "financial health check" is one of the most critical pieces of Financial Modeling. Build Fixed Charge and Leverage Ratios to help you automatically fill out your compliance certificate each quarter.
Systematize Data Categorization.
Learn to use "helper formulas" to automatically track bank data by week and by category. This allows you to update your 13-week cash flow forecast in a few seconds each week (no VBA or PowerQuery needed π)
Explain Cash Flow variances like a CFO.
Your boss says, "what changed?" and you say, "_____ π€." Learn advanced lookup techniques using the SUMPRODUCT function to create a weekly variance report for your 13-week cash flow forecast (and create a template to explain the differences to your CFO).
Learn to Eliminate Errors.
90% of all spreadsheets contain error (google it), but for some reason EVERYONE OVERLOOKS THIS β learn to consolidate all possible errors in one place so youβre immediately notified if something goes wrong in your file (and it will).
(and so much more...)
π
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"What I needed..."
"What I needed. Enjoyed it so much, I took the program twice. I just started my career in LLM-MM and this is extremely relevant." βββββ β Finance Analyst, Lower Middle Marketβ Verified Buyer |
The Ultimate Financial Modeling Mastery Program
The Detailed Curriculum
(click to expand)
Detailed Curriculum (Expand Below)
Part 1: Build a Basic Three Statement Model
In the "Build a Basic Three Statement Model" course, you'll learn how to create a fully integrated three statement model, starting with the essentials. This includes forecasting the income statement, cash flow statement, and balance sheet, as well as linking everything together for a complete picture. By the end, you'll have the foundational skills to build and understand a basic three statement model.
Part 2: Build a 13 Week Cash Flow Forecast
In the "Build a 13 Week Cash Forecast" course, you'll learn how to create and maintain a detailed cash flow forecast. The course covers importing data, building summaries, updating forecasts, and performing variance analysis to ensure accuracy. By the end, you'll have a robust model that helps track and project cash flow over a 13-week period that you can re-use every week.
Part 3: Build an Advanced Operating Model
In the "Build an Advanced Operating Model" course, you'll learn how to construct a comprehensive operating model that covers detailed areas such as working capital, fixed assets, debt schedules, and equity. This course takes a deep dive into advanced modeling techniques, including cash flow sweeps, covenants, and circularity breakers, providing you with the tools to manage complex financial operations and forecasts. By the end, you'll be equipped with a sophisticated FP&A Operating Model that can handle the most intricate business scenarios.
Part 4: Pre-Built SaaS Model Template
In the "Pre-Built SaaS Model Template" course, you can immediately download a fully-built three statement model for a SaaS Start-up. The course covers income statement and balance sheet forecasting, as well as scenario analysis and fundraising. By the end, you'll understand a comprehensive model that tracks common SaaS metrics like ARR, MRR, Contracts, Logos, Churn, GRR, NRR, CAC, LTV:CAC, Rule of 40, Burn Rate, Runway, and the SaaS Net Magic Number.
Part 5: (Go Further) Build an Expert LBO Model for Private Equity
In the "Build an Expert LBO Model for Private Equity" course, you'll gain mastery in constructing a highly detailed and comprehensive leveraged buyout (LBO) model. This course takes you through every critical aspect, including the income statement, balance sheet, debt schedules, and pro forma financials, while incorporating advanced techniques like circularity breakers and detailed cash flow sweeps. By the end of this course, youβll be equipped with the expertise to build a sophisticated LBO model that has been used in real private equity deals.
Part 6: Bonus Pack (Free)
The Bonus Pack includes a variety of case studies, guides, and a quiz designed to reinforce key concepts from the course and give you hands-on practice. With challenges ranging from easy to hard, these resources will help you solidify your understanding of financial modeling, private equity, ROI, and more.
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"Such ease and understanding..."
"Can't say I've run through a course with such ease and understanding before! Chris breaks this down in the way it should be. Keep creating courses, Chris!" βββββ β Jason Phillips, Financeβ Verified Buyer |
Still on the Fence?
Read this...
I understand the hesitation of making this investment...
After all, you've never met me, and it's hard to know for sure if this Program will help you until you get started.
So, just to be clear: I have no interest in taking money from someone who doesn't receive value in return.
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If you purchase, and for any reason don't find it helpful, you can get aΒ full refund with no strings attached. (So you literally have nothing to lose) |
That means you get:
βοΈ Access forever
βοΈ New content for free
βοΈ for a one-time payment
βοΈ with a full refund if it's not for you
So, Ready to Get Started?
Click the button below to get immediate, lifetime access to the playbook, andΒ never stress about building a Financial Model ever again.
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Bundle and Save 75% β‘
- Build a Basic Three Statement Model (Price: $89)
- Build an Advanced Operating Model (Price: $209)
- Build an Expert LBO Model (Price: $329)
- 1,000+ Reviews (4.9/5βββββ)
- Lifetime Access
- Build a 13 Week Cash Flow Model (Price: $149)
- Pre-Built SaaS Model Template (Price: $269)
- Bonus Content (free)
- 43,000+ Students
- 100% Moneyback Guarantee
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p.s., your company will probably buy this for you.
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Frequently Asked Questions
The Ultimate Financial Modeling Mastery Program is a self-study program that teaches you to build advanced Three Statement Models, 13 Week Cash Flow Forecasts, and LBO Models that are required for real jobs in Investment Banking, FP&A, SaaS, and Private Equity. Everything is explained in a simple, jargon-free way.
Yes. The core skills can be mastered in the first 3 courses, which are only 8 hours. However, the Program has about 23 hours of TOTAL content, because there's a pre-built SaaS Model Template, AND the advanced private equity LBO course is a 13-hour simulation. I consider it a "bonus" course because it reinforces a ton of the learning in the advanced operating model course, but takes things one-step further by teaching you to model an LBO transactionβcritical for anyone who works in private equity. Remember, you get lifetime access so you can revisit the content anytime.
I'm not going to bash other products; there's plenty of good stuff out there, but they often teach illustrative, annual models that can only take you so far. The difference with this Program is (1) you'll learn to build detailed monthly and weekly financial models that are used in real Investment Banking, FP&A, SaaS, and Private Equity settings (2) you'll learn not just the "how," but the "WHY" behind everything we do, and (3) you can reach out to me anytimeβsomething not offered by other providers.
While AI tools and plug-ins can speed up model building, they donβt teach you the "why" behind the numbers. This Program goes beyond structural basics and teaches you not just how models work, but WHY . This transforms you from a "model builder" into a Strategic Thinker (like a CFO)βsomeone who can build, customize, and troubleshoot models confidently. Imagine investors drilling into your model details, and youβre sitting there like a deer in the headlights, unsure how to defend the figures (π¬ yikes). Understanding the "why" means you can explain, modify, and defend your model on the spot, making you a trusted strategic partnerβnot just a tool user.
Often times, students will take this program if they're looking to switch jobs or careers, and (not surprisingly) they don't want their current boss finding out. So, they ask to remain anonymous.
Yes, Course 4 in the program is a pre-built SaaS Model template (with all three statements) that covers "all things SaaS" like contract forecasting, ARR, MRR, Unearned Revenue, Logos, Billings, Churn, GRR, NRR, CAC, CAC:LTV, Rule of 40, Burn Rate, Runway, and the SaaS Net Magic Number.
While the Program is not yet NASBA-accredited for formal CPE credit (application in progress), itβs designed to support your professional development goals. Each course includes a completion certificate with total video runtime to help you track hours for self-directed learning. Some students find these certificates meet continuing education requirements, though I recommend checking with your accrediting body to confirm eligibility. Iβm actively working toward NASBA accreditation and hope to offer certified CPE credit soon!
Nope! While the Program has a middle-market focus and feel, the skills gained are universal for all Finance Professionals.
Iβve had many international students take the course and find it highly valuable. Just to be clear: the models are built using US GAAP conventions, but the core techniques -- like forecasting cash flow, building three statement models, and analyzing deals -- generally apply across accounting standards. So, while the program doesn't teach IFRS or other non-US accounting standards specifically, most international students havenβt found that to be a barrier.
You get unlimited, lifetime access . Learn at your own pace and revisit the content whenever you need. Access future upgrades and additions for free.
I know most people assume thereβs some angle or catch, but the truth is: (1) I want to make this program accessible to everyone, (2) Iβve received a ton of messages from people saying money is tight, and (3) as a small business, I have (some) flexibility to charge less than the big platforms. Itβs a win-win. To be clear -- low price doesnβt mean low value: my work has been featured by Wharton Online, Wall Street Prep, and LinkedIn Learning
Yes! Currently there are 3 "buy now, pay later" options available at checkout: (1) Affirm, (2) Afterpay / Clearpay, and (3) Klarna.
Every video comes with a discussion board and you'll have direct access to me via email (I don't outsource to a VA). I'm here to support you every step of the way.
Click the button below and you can get started π
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"Best out there!"
"For someone with no formal modeling training, I have been searching for resources to help expand my toolkit. This program kept it simple while creating a very robust & repeatable model. Thank you!" βββββ β Senior Director of Financeβ Verified Buyer |
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p.s., have a question you don't see answered?
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More Student Reviews
Don't Need Them All?
You can buy the courses individually, but you'll miss out on bundled pricing and bonuses.
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Buy Individually
$89.00
Build a Basic Three Statement Model
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Buy Individually
$149.00
Build a 13 Week Cash Flow Forecast
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Buy Individually
$209.00
Build an Advanced Operating Model
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Buy Individually
$269.00
SaaS Model Template
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Buy Individually
$329.00
Build an Expert LBO Model for Private Equity
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"Highly practical and super insightful program!"
"This well-paced program truly transforms the way you look at financial modelling, even if you are an experienced professional. It provided me with many highly useful insights, techniques and tidbits to greatly augment and further my financial modelling skills. The course has ample amount of detailing, while never losing sight of overall simplicity and utility. Absolutely loved investing time and money in this one :)" βββββ β Investment Banking Senior Associateβ Verified Buyer |
