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 ⭐⭐⭐⭐⭐)
and featured by...
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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 |
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I know inflation is really high right now, which makes it hard to justify spending money on education (I get it). So, for a limited time, I’m offering the entire program at a huge discount. For context, here’s the regular pricing: ● Buying the courses separately costs $1,045 ● The normal bundle price is $729 (a 30% discount) But right now, everything is only $249 (over 75% off). There’s no "catch" -- I've received a ton of messages saying money is tight, so hopefully this helps people (and I'll go back to regular pricing if it's not sustainable). So if you’ve been on the fence, now’s a great time to enroll. As a reminder, the program always comes with lifetime access and a full money-back guarantee, so there’s no risk. Hope this helps 🙂. |
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"Can't believe how affordable..."
"You're awesome, Chris - thank you! Your courses truly are the best, and I still can't believe how affordable you make them. It shows how much you care about helping others learn. I continually refer people to you." ⭐⭐⭐⭐⭐  — Patrick McMillan, CFO / Transaction Advisor✓ Verified Buyer |
Ever found yourself facing a last-minute request to build a financial model, feeling so overwhelmed you literally couldn’t think straight?
I'll never forget when the Managing Partner told me, "Chris, on Monday, you need to prepare a recommendation on whether or not to move forward with this deal."
(it was Friday afternoon)
I was so overwhelmed I literally froze.
I was an Excel whiz, but quickly realized I was not such a great "Financial Modeler" (turns out, they're different things).
Here’s what I struggled with…
Sound Familiar? 👇
❌ Not sure where to start: The painful realization that I didn’t actually know what to do first.
❌ I’m not cut out for this: Everyone else understands this better than I do.
❌ Balance Sheet won’t balance: I remember Assets + Liabilities = Equity (or something like that), but I can’t get this to work.
❌ Lost on the Statement of Cash Flows: I know the answer is sitting on the balance sheet, but I can’t get it to match!
❌ Worried about errors: Are my formulas correct? Is this thing even close to right? I don’t want to look stupid in front of my boss (or shoot, maybe even get fired…)
❌ This is too complicated: 40 million tabs, color schemes I don’t understand, random hardcodes everywhere. How can I even manage this?
❌ Stressful all-nighters: Worst of all, I’m 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. That’s why I created the Ultimate 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 actual Investment Banks, FP&A Teams, SaaS Businesses, and Private Equity Firms. ...and you can get it done in 1 day. |
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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 |
Become the go-to
Financial Modeler in 8 hours—what you’ll learn.
Let’s be honest. You need this quick.
A 6-week cohort sounds nice on paper, but you just don’t have the time.
Finance moves too fast.
So I packed my 15+ year career into just 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).
After you complete this program, you’ll have a playbook that does this 👇
✔️ Build models in hours, not days (or weeks!): A playbook with step-by-step instructions on how to build detailed Three Statement Models and 13-Week Cash Flow Models from scratch in just a few hours (and a SaaS Template and LBO Model if you want to dive deeper).
✔️ 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!).
✔️ Accurate Statement of Cash Flows: Learn the only 3 formulas you need to master the “indirect method,” so your Statement of Cash Flows ties to your Balance Sheet every time.
✔️ 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.
✔️ Simplify cash flow forecasting: Build a 13-Week Cash Flow Template using the “direct method” that you can update every week in only 10 minutes (everyone over-complicates this).
✔️ Remove errors: 90% of all spreadsheets contain error (google it), but for some reason everyone overlooks this — learn to consolidate all possible errors in one place so you’re immediately notified if something goes wrong in your file (and it will).
✔️ Spend more time at home: Maybe this sounds cliché, but it’s true — you can stop burning the midnight oil cranking away on garbage spreadsheets. Learn the playbook, get your time back.
With over 43,000 students, 1,000+ reviews, and featured by Wharton Online, Wall Street Prep, and LinkedIn Learning, the Ultimate Financial Modeling Mastery Program cuts through the fluff and insufferable corporate jargon to help you confidently build detailed financial models that you can use immediately — all taught in 8 hours.
(all without the high cost of traditional education)
It's a one-time cost and you get access forever, and it comes with a full refund if you don’t find it helpful, no strings attached.
(cool, right?)
Create scalable financial models you can use again and again -- used by actual Investment Banks, FP&A Teams, SaaS Businesses, and Private Equity Firms.
Hi – I'm Chris Reilly. I’ve 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, I’m Chris Reilly, the creator of the Ultimate Financial Modeling Mastery Program.
That’s a picture of me smiling, but I promise I didn’t feel that way back then.
After being up until 2am the previous night, I had my head in my hands at a Colorado Rockies’ game, so insanely overwhelmed because I felt unprepared building a financial model.
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Today, I can build in 2 hours what used to take me weeks, and it’s definitely not because I’m smarter, it’s because... I know what to do. (and why I'm doing it) |
What most people don’t know is that Financial Modeling can be broken down in systematic steps you can repeat every time, so you’re not always recreating the wheel from scratch.
So that’s why I created the Ultimate Financial Modeling Mastery Program: teach everything I wish I knew back then—a playbook—to hopefully save just one Analyst from spending all weekend at the office.
Fast forward, here’s what things look like today:
🏆 Trusted by over 43,000 students with 4.9 Star average rating
🏆 Over 100,000 followers on LinkedIn & other social media platforms
🏆 Recognized by Business Insider and Financial Modeling World Cup
🏆 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." ⭐⭐⭐⭐⭐
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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 it's simplest form." ⭐⭐⭐⭐⭐  — 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 not only by his professionalism and quality of models, but most of all from the way he can easily simplify hard topics." ⭐⭐⭐⭐⭐  — 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." ⭐⭐⭐⭐⭐  — 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." ⭐⭐⭐⭐⭐  — Associate, Private Equity✓ Verified Buyer |
Program Overview + Course Samples
Learn Three Statement Modeling Basics in Only 45 Minutes
Believe it or not, Three Statement Models can be broken down into 5 simple steps. Master the basics in this short, 45-minute course and lay the foundation for the more advanced content.Perfect for new professionals just getting started or experienced professionals looking for a refresher.
Build a 13 Week Cash Flow Template You Can Reuse Every Week
Using actual bank data, AR and AP Aging Reports, learn to master the "direct method" and build a 13 Week Cash Flow Model you can update in less than 10 minutes every week.This is the same model I use with real companies every week.
Create an Advanced Three Statement Operating Model Anyone Can Understand
This is "the big one." Learn to create an extremely detailed three statement FP&A Operating Model (built by month) that simplifies budgeting, internal reporting, and capital raising.This is the exact three statement model I use to manage FP&A Clients and Private Equity portfolio companies.
 * 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 wouldn’t believe the stuff I see)
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Save Time and Download a Pre-Built SaaS Model Template
Completely pre-built, this SaaS Model Template walks you through a detailed Three Statement Model for a SaaS Start-up and covers things like ARR, MRR, Logos, Billings, & Churn. Complete with scenario analysis and fundraising.Finally understand all the KPIs like Logos, ARR, GRR, NRR, CAC, LTV:CAC, Rule of 40, Burn Rate, Runway, and the SaaS Net Magic Number.
Go further: Master LBO Modeling for Real Private Equity Deals
I consider this a "bonus course" because it reinforces a ton of the learning in the Program. In this 13-hour Private Equity simulation, you’ll take three statement modeling even further to construct an LBO Model and provide a recommendation to the Managing Partner on whether to move forward with the deal.A must-have if you want to work in Private Equity, no exceptions.
Earn Completion Certificates
Each course in the Program includes a Completion Certificate with the total video runtime, which can be useful if you’re tracking professional development hours (not NASBA-accredited; see FAQ for details). Perfect for your next interview, your resume, or social media.
Program Highlights
Learn 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.
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).
Reconcile 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.
Model 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.
Capex and Depreciation Forecasting.
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.
Scalable Headcount Modeling.
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.
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.
What Lenders Need—Financial Covenants.
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.
Automatic 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 👍)
Explain Cash Flow variances.
Your boss says, "what changed?" and you say, "_____ 🤔." 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 — learn to consolidate all possible errors in one place so you’re immediately notified if something goes wrong in your file (and it will).
(and so much more...)
👇
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, you’ll 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.
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, you’ll 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!" ⭐⭐⭐⭐⭐  — Jason Phillips, Finance✓ Verified Buyer |
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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 |
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 a full refund with no strings attached. (So you literally have nothing to lose) |
That means you get:
✔️ Access forever
✔️ New content for free
✔️ for a one-time payment
✔️ 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, and never stress about building a Financial Model ever again.
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Bundle and Save Over 75% ⚡
- 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 (4.9/5⭐⭐⭐⭐⭐)
- 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
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p.s., have a question you don't see answered?
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(and hundreds more...)
👇
Bundle and Save Over 75% ⚡
- 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 (4.9/5⭐⭐⭐⭐⭐)
- 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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*Remember, your company will probably buy this for you.
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Don't Need Them All?
You can buy the courses individually, but you'll miss out on bundled pricing.
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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
