Become a Financial Modelling Pro
A two-day sprint through six modules — from model architecture and driver-based revenue and expense builds to statement linking and error-proofing. You finish holding a complete three-statement model you built yourself from an empty workbook.
Taught by someone who built these on live transactions at Citi, Rothschild, Morgan Stanley and Bank of America, then used them on the buyside. Not a template walkthrough.
Price
$999
Length
2 days
Format
Live online
Cohort
Max 20
Dates confirmed on enrolment
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What you can do after two days
- Build a complete, balancing three-statement model from an empty workbook — not from a template you did not write.
- Structure a model so someone else can audit it: input/calculation/output separation, colour conventions, no hidden hardcodes.
- Build revenue and expenses from drivers rather than growth percentages, with fixed and variable cost split explicitly.
- Model working capital from DSO, DIO and DPO, and explain the cash conversion cycle behind the numbers.
- Link the three statements and the fixed-asset roll-forward so the balance sheet balances without a plug.
- Debug a model that does not balance in minutes, using a sequence rather than by hunting.
- Use AI where it genuinely speeds the build — and recognise where it quietly breaks a model.
The two days
Six modules, three each day. Day one is the architecture and the builds. Day two is the schedules, the integration, and proving the thing works.
Day one
Architecture and the builds
- 1.
Model architecture, formatting and best-practice conventions
Input, calculation and output separation. Colour conventions so a reviewer can audit a tab at a glance. Consistent rows, no hardcodes inside formulas, and the file and version discipline that lets a model be handed to someone else.
- 2.
Driver-based revenue and expense builds
The topline built from what the business actually runs on — volume and price, subscribers and ARPU, cohorts, capacity utilisation or contracted pipeline — and the cost side built with fixed and variable split explicitly, so operating leverage behaves the way the business does rather than as a flat margin assumption.
- 3.
Working capital and the cash conversion cycle
Receivables, inventory and payables modelled from DSO, DIO and DPO rather than as a percentage of revenue — the version that can be benchmarked and defended. Why a profitable, growing business runs out of cash, and what a negative working capital model looks like.
Day two
Schedules, integration and error-proofing
- 4.
Capex, depreciation and the fixed-asset roll-forward
Opening PP&E, plus capex, less depreciation, to closing. Maintenance versus growth capex and why the split changes the free cash flow conversation. The three places depreciation has to appear, and what breaks when it appears in two.
- 5.
Linking the income statement, balance sheet and cash flow
Net income to retained earnings and to the top of the cash flow statement. Closing cash back to the balance sheet. The debt schedule, the cash sweep, and handling the interest circularity deliberately — iterative calculation with a circuit-breaker, or opening balances.
- 6.
Balancing the model and error-proofing
The debugging sequence for a model that will not balance, worked in order rather than by hunting. Building check rows that fail loudly, aggregating them into one master flag, and the four-layer review pass you run before a model leaves your desk.
You leave with your own model file.
Not a completed template handed out at the end — the workbook you built, with the build checklist and the four-layer review standard to run against future work.
Who it is for
- Analysts and associates who learned modelling by inheriting someone else’s file and have never built one from scratch.
- Students and graduates heading into banking, private equity, equity research or corporate finance who want the mechanics before the desk.
- Corporate finance, FP&A and strategy professionals who own a model internally and need it to withstand a lender or board.
- Career changers with strong commercial judgement and no formal modelling training.
Prerequisites
Working Excel — comfortable with formulas, referencing and navigation — and basic familiarity with what the three financial statements are. No prior modelling experience required, and no assumption that you have built one before.
Start free, if you prefer
The written versions of the core material are free and always will be. The course is the live, reviewed version of the same discipline.
Frequently asked questions
- What does the Become a Financial Modelling Pro course cover?
- Six modules across two days. Day one covers model architecture, formatting and best-practice conventions; driver-based revenue and expense builds; and working capital and the cash conversion cycle. Day two covers capex, depreciation and the fixed-asset roll-forward; linking the income statement, balance sheet and cash flow; and balancing the model with error-proofing. You build a complete three-statement model from an empty workbook across the two days.
- How much does the course cost and how long is it?
- $999 for the full two-day sprint. Cohorts are capped at 20 so there is time for individual feedback on your own file, and all sessions are recorded for later review.
- Do I need prior financial modelling experience?
- No. You need working Excel — comfortable with formulas, referencing and navigation — and basic accounting familiarity with what the three statements are. The course builds the modelling from there. It is aimed at people who have never built a model from scratch, including those who have edited plenty of models built by other people.
- What is the difference between this and an online self-study modelling course?
- You build your own file live, and it gets reviewed. Self-study courses are efficient for mechanics but nobody ever tells you that your model architecture will not survive a data room, because nobody looks at it. The sprint format exists so the feedback loop on your own work happens while you are building, which is where the learning actually is.
- Is this an AI course?
- No — it is a modelling course that is AI-complemented. The mechanics come first: you build the model yourself, by hand, because that is the only way the structure sticks. AI is covered where it genuinely helps — pulling and sanity-checking historicals, drafting assumption documentation, stress-testing your own logic — and equally where it quietly produces something that looks right and is not. If you want AI workflows as the main subject, that is the separate AI in Finance bootcamp.
- Who teaches it?
- Surojit Chakraverti — investment banking at Citigroup, Rothschild, Morgan Stanley and Bank of America, then the buyside at hedge funds including Third Wave Capital. The material is what is actually used on live transactions rather than a generic curriculum.
- What do I leave with?
- The three-statement model you built yourself, the build-order checklist, the four-layer model review standard, and recordings of both days. The model is yours to reuse as a starting architecture for future work.
- Is this course suitable for interview preparation?
- It covers the mechanics that modelling tests examine — build order, balancing, debt schedules, sensitivity structure — so it is directly useful. But it is a craft course, not an interview course. If your immediate need is a private equity modelling test or a technical interview round, the free guides and the interview prep paths target that more directly.
Two days, and you build it yourself.
$999 · six modules · live online sprint · cohorts capped at 20 · recordings included.
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