1-on-1 & Small Group Coaching

Applying for a financial modelling job?

Prepare for speed, structure and the most important standard calculation blocks ready at hand. An experienced professional will guide you through the preparation process.

Are you a relative newbie (less than 2–3 years experience or a model auditor)?
If so, an initial foundational course is better for you. Learn about the 4-Day Financial Modelling Course →
View Courses & Book Slot →
Over 20 years of financial modelling experience across Operis, Mazars, BDO, fluent in Named-Ranges, FAST, and SMART modelling styles. Initially mainly in major infrastructure projects, and the last 10-15 years mainly on renewable energy projects.

How is the 3 Hour Training Structured?

A targeted session tailored to your background, target firm, and exam strategy.

1
Introductions & Experience Assessment

We begin by looking at the exact job and company you are aiming for.

Experience Level: This test preparation is intended for experienced financial modellers (3 years plus).

Type of test: There are at least three kinds of modelling tests:

  • A do at home test
  • A 2-4 hour test building CF, P&L and BS, and the occasional macro
  • A 1-2 hour test, building a CF, with some general questions and sometimes fixing a circular model, or a model with a BS that doesn't balance

We will decide which one is most appropriate and we will take an example test from one of these categories.

2
Style Alignment, Formatting & Keyboard Speed

Modelling Style: We identify whether you are most comfortable with Operis Named-Ranges, FAST, or SMART, and align with the target firm's expectations.

Basic Mechanics & Keyboard Muscle Memory: We utilize keyboard skills to build speed. Shortcut cheat-sheet provided.

Formatting Crash Course: A fast crash course in creating the few most used custom formats.

3
Preparing for Test-Day Execution
  • What to Expect & Question Analysis: How to approach test questions systematically.
  • Prioritisation & Quick Wins: Distinguishing mandatory items from what can be skipped for the test.
  • Layout Adaptation & Common Sense Review: Modifying templates upfront and conducting final checks before submission.

Key Calculation Blocks for Your Toolbox

Standardized calculation mechanics ready at hand on test day.

Cover Ratios

DSCR, LLCR, and PLCR ratio calculations with CFADS alignment.

NPV and IRR

Timing and relevant cash flows, partial periods, and XNPV / XIRR logic.

Flags & Formatting

Timeline flags and quick formatting for formula auditing.

Indexation

Compounding index factors, inflation step-ups, and period timing.

Depreciation

Straight-line, declining balance, and asset life controls.

Repayment Methods

Sculpted debt, linear principal amortisation, annuity, and bullet structures.

Dividends

Distributable reserves constraints, cash sweep hierarchy, and dividend logic.

3-Statement Setup

A way of quickly setting up a P&L, Cash Flow, and Balance Sheet.

Course Pricing & Options

Select the format that best fits your schedule and budget.

Small Group Training

£150 / person (3 Hours)

Intensive 3-hour test preparation in a small cohort (2 to 3 people max).

Postponement Policy: Minimum 2 attendees required. If only 1 person registers, the course gets postponed and your payment remains valid for the next session.
Book Group Slot (£150)

4-Day Financial Modelling Course

Designed for relative newbies familiar with Project Finance (e.g. Model Auditors) wanting to master model building from scratch.

Complete Model Build Training

£750 / person

If you are an auditor, analyst, or finance professional who understands Project Finance concepts but has never built full financial models from scratch, this comprehensive 4-day course covers the entire build cycle from blank sheet to dynamic 3-statement model.

  • Format: 4 full training days.
  • Group Size: Minimum 2 people, Maximum 4 people.
  • Investment: £750 per person.

Key Topics Covered:

Flags

Timeline flags and operational switches.

Funding

Sources & uses, equity contributions, and debt drawdown logic.

Named-Range Macros

Create automation macros using named ranges.

Operations

Revenue drivers, generation, availability, and operating expenses.

3-Statement Financials

P&L, Cash Flow Statement, and Balance Sheet integration.

Tests Page

Error checking, balance checks, and integrity controls.

Depreciation

Various methods and asset life schedules.

Senior Debt

Various repayment methods and sculpting mechanics.

Cover Ratios

DSCR and LLCR calculations and alignment.

Distributions

Dividend mechanics and shareholder returns.

MRA

Maintenance Reserve Account setup and transfers.

DSRA

Debt Service Reserve Account funding and sizing.

Valuation

Project and equity valuation methodologies.

Cockpit

Summary dashboard and key outputs overview.

Macro Optimising

Optimising macroeconomic assumptions and sensitivity outputs.

Scenario Worksheet

Case selection and scenario toggles.

Postponement Policy: Requires a minimum of 2 participants. If fewer register, the start date will be postponed and payments remain 100% valid for rescheduled dates.
Register Interest for 4-Day Course →

About Me

Rob van Veen | Experience Overview

An engineer by training (Delft University in The Netherlands), I worked for the first 10 years of my career in engineering, project managing oil and gas, and large infrastructure projects, mainly in Southeast Asia.

In 2002 I moved to London, where I initially worked as a Technical Advisor with Currie & Brown, in risk modelling and insurance valuations. Currie & Brown sent me on a training course in financial modelling at Operis (named-ranges modelling) and I was hooked, and became a financial modeller.

I joined Operis, and worked there for about 5 years, from there I moved to Mazars (FAST modelling) where I worked for nearly 10 years. During those years Mazars bought Corality and switched to SMART modelling.

Following that I worked for more than 5 years at a renewable energy developer IX Renewables in Japan, where I built financial models for renewable energy projects (floating offshore wind).

Mid 2025 I moved back to London and started a new role as Associate Director with BDO in the Financial Modelling team.

Select Course & Reserve Slot

Submit your details to choose your time slot and complete payment.

Payment & Postponement Terms: Online payments are processed securely via Stripe. Group sessions require a minimum of 2 enrolled participants. If a group course is postponed due to minimum seat requirements, your payment remains 100% valid for rescheduled dates.