April Bonus:
One-Page LBO Model included free with enrollment.
Ends 4/30.
Here's the exact output from the advanced 3-Statement Model you'll build from scratch. Then, you can use AI to check for errors, audit assumptions, & create diligence questions. Learn more below.
Over 91,000 professionals have taken my courses.
Average rating: 4.9 out of 5 stars.
⭐⭐⭐⭐⭐
When Should You Enroll?
This program is perfect for you if:
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Your business is "flying a little blind" and you need a financial model to get better visibility on profit and cash.
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You're worried about a possible cash crunch and need a tool to figure things out before all hell breaks loose.
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Your current model (that's been used for years) needs a rebuild.
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Your company is PE-backed and your new owners have asked you to "put together an operating model" or create a budget.
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You already work in private equity and need a model to acquire or manage your portfolio companies.
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You need (or want to learn) the format investors understand before taking your company out to market.
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You're hearing about AI constantly, but want more confidence seeing it in action before integrating AI into your workflow.
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Have a unique situation?
Ask me here.
"I am so pleased you personally reply to your emails and don't use a virtual assistant." |
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"Your courses are game changing..."
"I wanted to reach out and say thank you — your courses have been truly game-changing and have accelerated my career trajectory. Your 13-week cash flow course was instrumental in helping my team build a model that extended runway for our Series C tech startup, and your three-statement modeling course was critical when I was tasked with rebuilding our corporate model.
Since completing your courses, I was promoted to Sr. FP&A Manager and recently stepped into an FP&A Director role. We also expensed your program for one of my direct reports, and the improvement in his modeling capabilities has been night and day. I’m now working in a mid market PE-backed environment and continue to reference your material regularly. Thank you for the real-world, high-impact training — it has made a meaningful difference." ⭐⭐⭐⭐⭐  — Adolfo Fuentes, FP&A Director ✓ Verified Buyer |
Why Take This Course When AI Can Build Models?
AI is here to stay, and it's changing the way we build and interact with financial models.
Excel skills are still deeply important, but hanging your hat on being an "Excel ninja" is no longer enough. The edge now goes to people who can build efficiently, interpret what the model is telling them, and make a recommendation.
But you still need to know if the model actually makes sense. AI will give you a confident, wrong answer before it admits it doesn't know something. The people who catch that are the ones who've built models from scratch.
Pretend I'm an investor. I don't care if you used AI or pen and paper. I just want to know if investing in this company will make me money, and I'm relying on your business expertise to help make that decision. So if you come to me and say you "vibe modeled" the forecast in 14 seconds using AI, but don't know anything about the business, not only will I not write you a check, I'll consider you an absolute clown.
That's why this program teaches fundamentals first, AI second. In Week 1, you build 3-Statement Models and 13-Week Cash Flow Forecasts from scratch. In Week 2, you see exactly how I'm integrating AI into my workflow -- with downloadable skills and prompts you can use immediately.
Meet Your Instructor
Meet Your Instructor
Hey, I'm Chris Reilly.
I've spent 15+ years in Private Equity and FP&A, and I teach financial modeling for Wharton Online/Wall Street Prep and LinkedIn Learning.
My courses have been taken by more than 91,000 professionals with an average rating of 4.9 out of 5 stars.
This is the training I wish existed when I was getting absolutely crushed at the office working late nights and weekends. You'll stop spinning your wheels and finally get clarity on the health of your business.
One-time payment. Lifetime access. And a moneyback guarantee that doesn't expire.
(And yes, you can reach me directly by email. I respond to everything personally.)
My courses have been taken by more than 91,000 professionals with an average rating of 4.9 out of 5 stars.
This is the training I wish existed when I was getting absolutely crushed at the office working late nights and weekends. You'll stop spinning your wheels and finally get clarity on the health of your business.
One-time payment. Lifetime access. And a moneyback guarantee that doesn't expire.
(And yes, you can reach me directly by email. I respond to everything personally.)
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"...best-in-class tools that I’ve seen..."
"I’ve led FP&A functions in Fortune 100 companies, and your approach and teachings are amongst best-in-class tools that I’ve seen."
⭐⭐⭐⭐⭐  — Tom Klein, Fractional CFO ✓ Verified Buyer |
What You'll Learn
-
Build detailed models from scratch, not templates:
Step-by-step instructions to build monthly Three Statement Models and 13-Week Cash Flow Forecasts completely from scratch. -
Get your Balance Sheet right, every time:
Learn the 2 critical steps to make it balance every time, the right way
(no more plugging retained earnings!). -
Nail the Statement of Cash Flows:
Learn the only 3 formulas you need to tie your Cash Flow Statement perfectly to the Balance Sheet. -
Master the structures that actually matter:
Headcount, EBITDA, working capital, bonus and tax accruals, capex, depreciation, debt schedules, cash flow sweeps, covenants, and circularity breakers. -
Simplify cash flow forecasting:
Using real bank, AR, and AP data, build a 13-Week Cash Flow Template you can update in 10 minutes every week. -
Catch errors before they cost you:
90% of spreadsheets contain errors. Learn to consolidate them in one place so you know immediately when something breaks. -
Use AI to optimize what you've built:
Get downloadable AI skills and prompts to audit assumptions, check for errors, and generate diligence questions on your finished models.
Your Roadmap
To Get This Done In 2 Weeks:
No more than 2 hours a day of focused work
(including modeling time)
Two weeks from now, you'll have two invaluable models to manage your long-term planning and short-term cash, and you'll be armed with the proper fundamentals & business judgement to continue leveraging AI. |
What You'll Build
Master Income Statement Forecasting.
Create clean, easy-to-follow Income Statement forecasts that distinguish between fixed and variable line items.
Learn the "build, then link" technique to ensure your Three Statement Model always works correctly.
Learn the "build, then link" technique to ensure your Three Statement Model always works correctly.
Finally get the Balance Sheet right, every time.
Ditch 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)
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 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").
We build it early in the course, then set it and forget it (no plugging or "fixing it later").
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.
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.
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, & raises) that you can apply to your company census and update as new people start.
Headcount!
Yet, everyone butchers this schedule. Master headcount modeling techniques (base, bonus, & raises) that you can apply to your company census and update as new people start.
Master complex Debt Schedules, Cash Flow Sweeps, and Circularity.
Learn to model multiple tranches of debt (Revolver, Senior, Mezzanine + PIK).
Set a cash minimum, build a cash flow sweep, and learn to build a "circularity breaker" to accurately model the interest expense and outstanding debt balances.
Set a cash minimum, build a cash flow sweep, and learn to build a "circularity breaker" to accurately model the interest expense and outstanding debt balances.
Understand Covenants (What Banks Need)
Will your company be compliant 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.
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.
Learn SaaS Revenue Modeling.
Model SaaS contracts by cohort including contract type (New, Renewal, Upsell, Downsell).
Plus: duration, price, billing, churn, implementation, ARR, MRR, and TCV.
Plus: duration, price, billing, churn, implementation, ARR, MRR, and TCV.
Make Sense of SaaS KPIs.
Get dialed on these SaaS KPIs:
ARR, MRR, TCV, GRR, NRR, SaaS Net Magic Number, LTV, CAC, LTV:CAC, CAC Payback Period, Rule of 40, Burn Rate, and Runway.
ARR, MRR, TCV, GRR, NRR, SaaS Net Magic Number, LTV, CAC, LTV:CAC, CAC Payback Period, Rule of 40, Burn Rate, and Runway.
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 👍)
This allows you to update your 13-week cash flow forecast in a few seconds each week.
(no VBA or PowerQuery needed 👍)
Explain Cash Flow variances like a CFO.
Your boss says, "what changed?"
You say, "_____ 🤔."
Learn advanced lookup techniques using the SUMPRODUCT function to create a variance report for your 13-week cash flow forecast.
You say, "_____ 🤔."
Learn advanced lookup techniques using the SUMPRODUCT function to create a variance report for your 13-week cash flow forecast.
Learn to Eliminate Errors.
90% of all spreadsheets have errors.
(google it)
But for some reason...
EVERYONE OVERLOOKS THIS!
Learn to consolidate all errors in one place so you’re immediately notified if something goes wrong in your file (and it will).
(google it)
But for some reason...
EVERYONE OVERLOOKS THIS!
Learn to consolidate all errors in one place so you’re immediately notified if something goes wrong in your file (and it will).
(and so much more...)
Next week, you'll be glad you started today.
👇
All 6 Courses
One Price.
- 🎓 3-Statement Fundamentals: $89
- 🎓 13-Week Cash Flow Modeling: $149
- 🎓 Advanced 3-Statements: $209
- 🎓 Modeling with AI: $199
- 🎓 Pre-Built SaaS Model: $269
- 🎓 Expert LBO Modeling: $329
- ➕ April Bonus: One-page LBO
Separately: $1,244
Bundled: $259
Start the Mastery Program ›
Lifetime Access
One-time Payment
100% Moneyback Guarantee
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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."
⭐⭐⭐⭐⭐  — Chance Chaffin, FP&A VP ✓ Verified Buyer |
Extra Courses
(Included in Your Purchase)
Reinforce What You've Learned Through a Different Lens.
Completion Certificates:
Track Your Hours &
Share Your Achievement.
Every course includes a completion certificate you can use to track hours, show your employer, put on your resume, or share on social media.
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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."
⭐⭐⭐⭐⭐  — Gregory Massi, FP&A ✓ Verified Buyer |
My Promise That You Won't Find Anywhere Else
I understand the hesitation of making this investment. After all, you've probably never met me, and it's hard to know if the Program will help you until you get started.
That's why I run this business on reputation, not fine print.
I have no interest in keeping your money if I don't help you build the skill.
If you join and feel like you haven't significantly improved your financial modeling skills -- whether that's in 30 days or 30 months -- just email me.
I will refund 100% of your purchase, no strings attached.
✔️ New content for free
✔️ For a one-time payment
✔️ And full refund if it's not for you
That's why I run this business on reputation, not fine print.
I have no interest in keeping your money if I don't help you build the skill.
If you join and feel like you haven't significantly improved your financial modeling skills -- whether that's in 30 days or 30 months -- just email me.
I will refund 100% of your purchase, no strings attached.
That means you get:
✔️ Access forever✔️ New content for free
✔️ For a one-time payment
✔️ And full refund if it's not for you
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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."
⭐⭐⭐⭐⭐  — Oana Labes, MBA, CPA, Founder of Financiario ✓ Verified Buyer |
Frequently Asked Questions
Those are all excellent companies. I know many of the founders personally, and you can’t go wrong with any of them. With that said...
The "traditional" programs often teach illustrative, annual models. My program focuses on detailed monthly (and weekly) financial models that I used while working in Private Equity and as a Fractional CFO (so in other words, they're "real-world tested").
Deviating from the traditional "how to" course, I take a lot of time to explain the "why" behind building the models (in addition to "the how"), and do so in a down-to-earth, relatable way (I was never big on corporate jargon).
My program has a distinctly "middle market feel," which means smaller companies (less than $250 million revenue), using internal financials, coming up with your own assumptions, and providing a recommendation back to a CFO or Managing Partner (similar to what you'd experience on the job).
Lastly, you can always reach me directly by email, something not offered by other providers.
The "traditional" programs often teach illustrative, annual models. My program focuses on detailed monthly (and weekly) financial models that I used while working in Private Equity and as a Fractional CFO (so in other words, they're "real-world tested").
Deviating from the traditional "how to" course, I take a lot of time to explain the "why" behind building the models (in addition to "the how"), and do so in a down-to-earth, relatable way (I was never big on corporate jargon).
My program has a distinctly "middle market feel," which means smaller companies (less than $250 million revenue), using internal financials, coming up with your own assumptions, and providing a recommendation back to a CFO or Managing Partner (similar to what you'd experience on the job).
Lastly, you can always reach me directly by email, something not offered by other providers.
You should be comfortable using Excel and have a basic/general understanding of Accounting & Finance.
I address this in detail above, but the short version: this program teaches fundamentals first, AI second.
Week 1 you build from scratch, Week 2 you learn how I'm using AI to optimize.
The people getting the most from AI are the ones who already know what a good model looks like.
Week 1 you build from scratch, Week 2 you learn how I'm using AI to optimize.
The people getting the most from AI are the ones who already know what a good model looks like.
Yes, one of the courses included in the program is a pre-built SaaS Model template (with all three statements).
It 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.
It 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.
Often times, people 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.
The Program isn’t NASBA-accredited for formal CPE credit. However, each course includes a completion certificate showing total video runtime, which many professionals use to track self-directed or verifiable CPD hours. These certificates often satisfy continuing education requirements depending on your licensing body, but you should confirm with them directly.
If formal CPE accreditation becomes available in the future, all eligible students will be notified.
If formal CPE accreditation becomes available in the future, all eligible students will be notified.
Nope! While the Program has a middle-market focus and feel, the skills gained are universal for all Finance Professionals.
I’ve 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 haven’t found that to be a barrier.
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 haven’t 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.
Learn at your own pace and revisit the content whenever you need.
Access future upgrades and additions for free.
Most major training firms are priced for investment banks to buy in bulk, which means they factor in the costs of sales teams and corporate overhead.
I built this program for individuals paying with their own money. Because I run a lean operation, I don’t need to charge corporate rates and can afford to pass those savings on to you.
Low cost doesn't mean low value: My work has been featured by industry leaders like Wharton Online, Wall Street Prep, and LinkedIn Learning. So you're getting world-class instruction trusted by the biggest names in the field, just without the corporate price tag.
I built this program for individuals paying with their own money. Because I run a lean operation, I don’t need to charge corporate rates and can afford to pass those savings on to you.
Low cost doesn't mean low value: My work has been featured by industry leaders like Wharton Online, Wall Street Prep, and LinkedIn Learning. So you're getting world-class instruction trusted by the biggest names in the field, just without the corporate price tag.
Yes! There are several "buy now, pay later" options.
If available in your country, you'll see them on the checkout screen.
If available in your country, you'll see them on the checkout screen.
Simply make the purchase and email me your receipt.
I'll create a custom invoice for you with your company name, billing address, etc.
I'll create a custom invoice for you with your company name, billing address, etc.
You're protected by a 100% money-back guarantee with no expiration.
If you're not happy, I'll refund your full investment, no strings attached.
If you're not happy, I'll refund your full investment, no strings attached.
Every video comes with a discussion board and you'll have direct access to me via email (I don't outsource to a VA or use AI chatbots).
I'm here to support you every step of the way.
I'm here to support you every step of the way.
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p.s., have a question you don't see answered?
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The Detailed Curriculum
If you're detail-oriented like me, this section shows you every lesson in the program.
Detailed Curriculum (Expand Below)
Day 1: Build a Basic Three Statement Model
After you complete this course, you'll have a complete understanding of how the three statements connect together. Only 45 minutes.
Days 2-3: Build a 13 Week Cash Flow Forecast
After you complete this course, you'll have a fully built 13-week cash flow model that references real bank data, as well as AR and AP data that you can update each week with your team.
Days 4-7: Build an Advanced Three Statement Model
After you complete this course, you'll have an industrial grade, monthly FP&A model that that can be used for budgeting and internal planning. When I was in PE, this is the model I used to manage our portfolio companies.
Week 2: How I'm Modeling with AI
To be updated often: an over-the-shoulder look at how I'm integrating AI into my financial models. After you complete this course, you'll have a set of pre-built AI skills, prompts, and use cases to help you optimize your financial models.
Extra 1: Pre-Built SaaS Model Template
After you complete this course, you'll have a fully-built SaaS Model that can be customized as needed. It includes 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.
Extra 2: Build an Expert LBO Model for Private Equity
After you complete this course, you'll understand the rigor that is required to build a detailed LBO model completely from scratch, create your own assumptions, and make a recommendation to the managing partner.
ROI from Program Alums
How this program has changed careers.
-
Promotion: "Since completing your courses, I was
promoted to Sr. FP&A Manager and recently stepped into an FP&A Director role." -
Education: "I learned more from this single program than I did from
any course in my MBA. Best money I have invested in a long time." -
Business: "Instrumental in helping my team build a model that extended
runway for our Series C tech startup." -
Time: "After 15 years of financial modelling and countless days wasted, [this program]
cuts through the fluff and brings home the key points simply and effectively." -
Cost: "I think anyone looking to get into PE or corporate finance would find that the
value of this program surpasses its cost."
Reviews
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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."
⭐⭐⭐⭐⭐  — Tishan Jayasekera, Private Equity Associate ✓ Verified Buyer |
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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."
⭐⭐⭐⭐⭐  — Casey Brown, FP&A & Strategic Finance ✓ 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." ⭐⭐⭐⭐⭐  — Cole Lambert, Financial Analyst ✓ Verified Buyer |
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"You won't regret buying..."
"You won't regret buying this course. Chris has a great teaching style that breaks everything down into its simplest form."
⭐⭐⭐⭐⭐ .png){kind=icon} — Abdul Said M Kamara, Finance & Accounting ✓ 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 from how he simplifies hard topics."
⭐⭐⭐⭐⭐ .png){kind=icon} — Giorgio Gragnani ✓ 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!"
⭐⭐⭐⭐⭐  — Vito Cadamuro CPA, CGA, Finance Executive ✓ 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."
⭐⭐⭐⭐⭐  — Bruce McFarlane, Finance ✓ 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."
⭐⭐⭐⭐⭐ .png){kind=icon} — Associate, Mid-Market Private Equity Firm ✓ 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!"
⭐⭐⭐⭐⭐  — Elena Skaritanov, CFO ✓ Verified Buyer |
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"Best money ever spent..."
"Best money ever spent. Financial modeling classes don't get any better than this one right here. This course is an incredible find and worth every penny."
⭐⭐⭐⭐⭐ .png){kind=icon} — Associate, Private Equity ✓ Verified Buyer |
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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."
⭐⭐⭐⭐⭐  — Private Equity Professional ✓ Verified Buyer |
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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."
⭐⭐⭐⭐⭐ — Finance Analyst, Lower Middle Market ✓ Verified Buyer |
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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!"
⭐⭐⭐⭐⭐ — Jason Phillips, Finance ✓ Verified Buyer |
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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!"
⭐⭐⭐⭐⭐ — Senior Director of Finance ✓ Verified Buyer |
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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 :)"
⭐⭐⭐⭐⭐ — Investment Banking Senior Associate ✓ Verified Buyer |
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*Don't forget: your company will probably buy this for you.
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