Do you feel overwhelmed by Financial Analysis?

You will never be scared by financial statements again.

This book contains the most comprehensive yet easy to implement framework so you can analyze financial statements in half the time while tripling your approval rate. 


Financial analysis is not easy, but we made it simple.

Most people get lost in the sea of data, you will not!

The first years of my career, I was overwhelmed by the amount of data on financial statements. It took me hours to make sense of all the numbers.
To be honest with you, I’m not even sure I was making sense of those figures. I compensated for my lack of experience by working longer hours, not knowing what the word weekend meant. 

I was working harder, not smarter. 
A couple of years later, I met a VP of another bank for a job interview. He gave me a case study verbally and asked me what structure and covenants would I use for the deal? To my surprise, I had no clue what the answer was. I was feeling the heat going up in my body. I was embarrassed! I was just copying and pasting the same covenants over and over without realizing the power behind choosing the right covenants.
After this setback, I decided it was the last time I was going through this. If I’m clueless about my job, how can I help my clients? How can I explain my deals to the credit committee? How can I stand out in an industry where everyone else is selling the same thing? I don’t want to become a commodity!


Financial analysis is not easy, but we made it simple.

Most people get lost in the sea of data, you will not!


The first years of my career, I was overwhelmed by the amount of data on financial statements. It took me hours to make sense of all the numbers.

To be honest with you, I’m not even sure I was making sense of those figures. I compensated for my lack of experience by working longer hours, not knowing what the word weekend meant. 

I was working harder, not smarter. 
A couple of years later, I met a VP of another bank for a job interview. He gave me a case study verbally and asked me what structure and covenants would I use for the deal? To my surprise, I had no clue what the answer was. I was feeling the heat going up in my body. I was embarrassed! I was just copying and pasting the same covenants over and over without realizing the power behind choosing the right covenants.

After this setback, I decided it was the last time I was going through this. If I’m clueless about my job, how can I help my clients? How can I explain my deals to the credit committee? How can I stand out in an industry where everyone else is selling the same thing? I don’t want to become a commodity!

There has to be a better way!

"Save years of struggle by using a ready-made framework to improve your financial analysis skills and close more deals."

This is where I went through books, trainings, and asking questions to my peers. Forget about being shy or proud. You have to do whatever it takes to become the best in your field. The first thing I tackled was the financial analysis.

I thought to myself “if the problem is the large amount of data, let’s reduce it!”  This is where I discovered the five-step financial analysis framework.

What are the five critical things that can help you understand the performance of a company? Once you focus on the 5 critical metrics, everything else becomes easier.
The results were amazing. Imagine if you could sit with clients or prospects and right away tell if a transaction made sense. It also reduced drastically the time it took me to complete my credit applications while improving the quality of my analysis. The best thing was that I could use the additional free time I had, to focus on building other skills and closing more deals. I ended up winning the “Best of the best award” for two years in a row.

I decided to translate over 15 years of banking and private equity experience into multiple e-books, programs, and cheat sheets to help you fast-track your banking career.

This book will teach you the most comprehensive, yet the easiest to implement framework to master financial analysis. We will show you how to focus on what matters, so you get rid of the noise. 

There has to be a better way!

"Save years of struggle by using a ready-made framework to improve your financial analysis skills and close more deals."

This is where I went through books, trainings, and asking questions to my peers. Forget about being shy or proud, I would do whatever it takes to become the best in my field. The first thing I tackled was the financial analysis.

I thought to myself “if the problem is the large amount of data, let’s reduce it!”  This is where I discovered the five-step financial analysis framework.

What are the five critical things that can help you understand the performance of a company? Once you focus on the 5 critical metrics, everything else becomes easier.
The results were amazing. I could sit with clients or prospects and right away tell if a transaction made sense. It also reduced drastically the time it took me to complete my credit applications while improving the quality of my analysis. The best thing was that I could use the additional free time I had, to focus on building other skills and closing more deals. I ended up winning the “Best of the best award” for two years in a row.

I decided to translate over 15 years of banking and private equity experience into multiple e-books, programs, and cheat sheets to help you fast-track your banking career.

This book will teach you the most comprehensive, yet the easiest to implement framework to master financial analysis. We will show you how to focus on what matters, so you get rid of the noise.
 

Now, imagine yourself a few days from now…

Analyzing financial statements in a glimpse of an eye, increasing the approval rate of your transactions, having more free time, and closing more deals.

This book has been thoughtfully designed for finance professionals. 
It will help you build a comprehensive understanding of
the 5-step financial analysis framework.

Here’s a sneak peek to what you’ll learn from reading this book:

Empty space, drag to resize
Financial analysis framework
A simple, yet powerful framework to help you perform financial analysis in no time. It took over 15 years to develop this strategy. It is not available on a university bench nor in any other book. You’ll be saving years of struggles and sleepless nights at work. 
Breakeven Analysis
We go in depth to show you what you can learn from running the most thorough breakeven analysis.



Sensitivity analysis  
Life and business can be very unpredictable. Learn how top bankers look at different scenarios by performing a sensitivity analysis. This book will guide you step-by-step to build it on Excel.    
Cash conversion cycle
This is one of the most critical items, yet the least understood by bankers and business owners. The CCC can make or break a company. By mastering this, you’ll be ahead of the game.  


Capital structure
What’s the optimal capital structure for your clients? It seems like a trivial question, but you’ll understand why it’s important for you to know this. You’ll be surprised about the huge impact it may have.  
Fix deficiencies
Sorry to burst your bubble! You will never get a perfect client. The good news is that we can show you how to fix some deficiencies and help your client along the way. We will help you position yourself as an advisor and stand out from the other bankers. 


Now, imagine yourself few days from now…

Analyzing financial statements in a glimpse of an eye, increasing the approval rate of your transactions, having more free time, and closing more deals.

This book has been thoughtfully designed for finance professionals. 

It will help you build a comprehensive understanding of
the 5-step financial analysis framework.

Here’s a sneak peek to what you’ll learn from reading this book:

Financial analysis framework
A simple, yet powerful framework to help you perform financial analysis in no time. It took over 15 years to develop this strategy. It is not available on a university bench nor in any other book. You’ll be saving years of struggles and sleepless nights at work. 
Breakeven Analysis
We go in depth to show you what you can learn from running the most thorough breakeven analysis.

Sensitivity analysis  
Life and business can be very unpredictable. Learn how top bankers look at different scenarios by performing a sensitivity analysis. This book will guide you step-by-step to build it on Excel.    
Cash conversion cycle
This is one of the most critical items, yet the least understood by bankers and business owners. The CCC can make or break a company. By mastering this, you’ll be ahead of the game.  
Capital structure
What’s the optimal capital structure for your clients? It seems like a trivial question, but you’ll understand why it’s important for you to know this. You’ll be surprised about the huge impact it may have.  
Fix deficiencies
Sorry to burst your bubble! You will never get a perfect client. The good news is that we can show you how to fix some deficiencies and help your client along the way. We will help you position yourself as an advisor and stand out from the other bankers. 

Now, imagine yourself few days from now…

Analyzing financial statements in a glimpse of an eye, increasing the approval rate of your transactions, having more free time, and closing more deals.

This book has been thoughtfully designed for finance professionals. 
It will help you build a comprehensive understanding of the 5-step financial analysis framework. 


Here’s a sneak peek to what you’ll learn from reading this book:

Empty space, drag to resize
Financial analysis framework
A simple, yet powerful framework to help you perform financial analysis in no time. It took over 15 years to develop this strategy. It is not available on a university bench nor in any other book. You’ll be saving years of struggles and sleepless nights at work. 
Breakeven Analysis
We go in depth to show you what you can learn from running the most thorough breakeven analysis.



Sensitivity analysis  
Life and business can be very unpredictable. Learn how top bankers look at different scenarios by performing a sensitivity analysis. This book will guide you step-by-step to build it on Excel.    
Cash conversion cycle
This is one of the most critical items, yet the least understood by bankers and business owners. The CCC can make or break a company. By mastering this, you’ll be ahead of the game.  


Capital structure
What’s the optimal capital structure for your clients? It seems like a trivial question, but you’ll understand why it’s important for you to know this. You’ll be surprised about the huge impact it may have.  
Fix deficiencies
Sorry to burst your bubble! You will never get a perfect client. The good news is that we can show you how to fix some deficiencies and help your client along the way. We will help you position yourself as an advisor and stand out from the other bankers. 


Buy Your Copy Today and

Get These FREE Bonuses!

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Who is this program for?

Check if you are the right candidate.

Finance Graduates

If you are a recent graduate in finance and would like to get the right tools to succeed in your career, this training is definitely for you

Finance Professionals

The most valuable investment you can make is to invest in yourself. If you want to increase your value in the job market, this program will answer your needs.

Young Bankers

You are a young banker who wants to learn the ins and outs of finance to delight your clients, close more deals and increase your compensation? Then you're knocking at the right door.

Frequently Asked Questions

How thick is the book? 

It’s 74 pages of pure proven methods to perform financial analysis.
We encourage you to read it multiple times to get a good grasp of the material.

Is it another dry, hard to read book? 

The book is not a word document turned into a PDF. It uses practical examples, and we used graphic design to better illustrate the concepts and create a great use experience. 

What’s so different about this book? 

The huge difference is definitely the unique framework we share. It will accelerate your learning and save you years of trials and errors. Most importantly, it will help slash by more than half the time you need to analyze financial statements.

The other difference is the design of this book. We leveraged the power of visuals to create the best learning experience for you.

What if this book is not for me?

No worries. We offer a 14-day 100% money-back guarantee for the book. We trust you and we’re convinced that you’ll get real value from this unique framework. Just send an e-mail to [email protected]

If you decide to get a refund, we would love to hear your feedback though. Our aim is to continuously improve so we can give the best to our students.

What if I’m not yet a banker but I aspire to become one? 

That’s good too. This book will help you nail the interview case studies. Our purpose is to tell you what’s on the other side so you can speak the same language as your peers and fast-track your career. 
If you want to get the right tools to succeed in your career, this e-book is definitely for you!

Frequently Asked Questions

How thick is the book? 

It’s 74 pages of pure proven methods to perform financial analysis.
We encourage you to read it multiple times to get a good grasp of the material.

Is it another dry, hard to read book? 

The book is not a word document turned into a PDF. It uses practical examples, and we used graphic design to better illustrate the concepts and create a great use experience. 

What’s so different about this book? 

The huge difference is definitely the unique framework we share. It will accelerate your learning and save you years of trials and errors. Most importantly, it will help slash by more than half the time you need to analyze financial statements.

The other difference is the design of this book. We leveraged the power of visuals to create the best learning experience for you.

What if this book is not for me?

No worries. We offer a 14-day 100% money-back guarantee for the book. We trust you and we’re convinced that you’ll get real value from this unique framework.

If you decide to get a refund, we would love to hear your feedback though. Our aim is to continuously improve so we can give the best to our students.

What if I’m not yet a banker but I aspire to become one? 

That’s good too. This book will help you nail the interview case studies. Our purpose is to tell you what’s on the other side so you can speak the same language as your peers and fast-track your career. 

About the Instructor

Passionate banker with over 15 years of global banking experience, including 7 years operating as a corporate banker in the MENA region (covering North Africa and Kuwait) and over 8 years in Canada.

 

I have a strong background in business development and relationship building with corporate and commercial clients. I have been fortunate enough to have structured multiple complex transactions, thereby building the required skills to provide strong value to my clients.

I believe that banks have a key role to play in building strong economies, and bankers should position themselves as partners with their clients (focusing on value creation). This mantra allowed me to strengthen my relationship with my prospects and clients, culminating in winning "Best of the Best" award two consecutive years.

About the Instructor

Accomplished banker with over 15 years of global banking experience, including 7 years operating as a corporate banker in the MENA region (covering North Africa and Kuwait) and over 8 years in Canada.

Extensive background in business development and relationship building with corporate and commercial clients. I had the opportunity to structure multiple complex transactions, building the required skills to provide added value to my clients.

I believe that banks have a key role to play in building strong economies, and bankers should position themselves as partners with their clients (focusing on value creation). This mantra allowed me to strengthen my relationship with my prospects and clients, and win 'Best of the Best' award two years in a row.
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