Limited modeling experience

I am leaving banking for a F500 strategic finance role.

The team works closely with corp dev, FP&A, other finance groups and requires strong modeling skills.

I am good in Excel but rarely do any intensive modeling.

I will definitely enroll in a modeling course but I am still worried that I’m in over my head.

Appreciate any advice / anecdotes for learning modeling skills quickly!

2 Comments
 

Strategic finance modelling is going to be very different from the traditional modeling that most investment banking analysts are used to (3 statement, DCFs, acc/dil, LBOs, etc). It's much less formulaic and more ad-hoc and opportunistic, so I would make sure I understand the business model and the key KPIs that drive the business which would really help you build your models more thoughtfully. 

 
Most Helpful

Perferendis sit eos enim magni velit nemo numquam. Aut et velit hic. Praesentium tenetur et quibusdam mollitia ut excepturi dolorum. Corrupti fugiat veritatis mollitia voluptas.

Reiciendis vel esse molestiae consequuntur aut et. Sunt omnis nesciunt autem eius nobis velit.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”