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Financial Modeling Training That Works in Real Business
Your analysts spend hours building models that miss critical scenarios. They catch errors too late. They can't explain assumptions when executives ask. We train finance teams to build models that actually support decisions—not just fill spreadsheets.
Talk About Your Team's Needs
What We Keep Hearing From Finance Managers
Models Break Under Pressure
Your team builds forecasts that work fine until someone changes one input. Then formulas break, references fail, and you're rebuilding from scratch during budget season.
Can't Defend the Numbers
Executives ask why revenue grew 12% instead of 15% in Q3. Your analyst freezes. The model has the answer somewhere, but explaining it clearly? That's different.
Takes Too Long to Update
Market conditions shift. You need new scenarios by tomorrow. But updating the model means three people working late because nobody structured it for quick changes.
Junior Staff Need Supervision
Every forecast from newer analysts needs complete review. They know Excel, but building models that hold up to scrutiny? You're essentially redoing their work.
No Consistent Standards
Each person on your team builds models differently. Handoffs become nightmares. Training new hires takes weeks just to understand existing files.
Missing Risk Scenarios
Your models show what happens if things go according to plan. Great. But when suppliers raise prices or customers delay payments? You're scrambling to model that retroactively.
How We Actually Train Your Team
We don't teach Excel functions. Your analysts already know VLOOKUP. We teach them how to think through business problems, structure models that survive real use, and explain their work to people who don't live in spreadsheets.
Start With Your Actual Work
We look at the models your team currently uses. Not textbook examples—the messy forecasts that drive real decisions. Then we rebuild them together, fixing structural problems your analysts didn't know existed.
Build Models Under Realistic Pressure
During training, we simulate the stuff that actually happens. Executives change requirements mid-project. Data arrives incomplete. Deadlines move up. Your team learns to handle this without panic or all-nighters.
Practice Explaining Complex Numbers
Half of financial modeling is building it. The other half is defending it in meetings. We spend serious time on this—how to walk someone through assumptions, respond to skeptical questions, and make CFOs trust your numbers.
Results From Teams We've Trained
Miriam Chen
Before Training (March 2024)
Her team of four analysts supported monthly forecasts for 15 product lines. Every month-end was chaos. Models broke when they added new products. Senior leadership kept asking for sensitivity analysis they couldn't provide quickly. Miriam spent 60% of her time fixing her team's work instead of doing her own job.
During Program (June-August 2024)
We rebuilt their core forecast model together during the program. Not from scratch—we kept what worked and fixed structural problems. Her analysts initially resisted changing their methods, but after seeing how much faster the new structure was, they got on board. We practiced scenario building until they could produce what-if analysis in under an hour.
Four Months After (December 2024)
Month-end closes now take two days instead of five. When the CFO asked for emergency reforecasts during Q4 budget reviews, Miriam's team delivered three scenarios in 48 hours. Her junior analyst presented directly to executives for the first time—and handled their questions without help. Miriam now spends her time on strategic analysis instead of fixing spreadsheets.
Current Status (March 2025)
They've trained two new hires using the standards we established. Their models have become the template other departments ask to copy. Miriam told us she finally feels like a finance manager instead of a spreadsheet firefighter.
Programs Starting Fall 2025
We run small cohorts so we can focus on your team's specific challenges. Programs begin September 2025 with follow-up sessions through November. Early registration opens in June.