Financial Modeling for Modern Business Teams
We help Filipino companies build internal financial analysis capabilities. Real training programs designed for teams that want to make better decisions with numbers, not just spreadsheets.
Talk About Your Team's Needs
How Teams Actually Learn Financial Modeling
A realistic path from spreadsheet confusion to confident analysis
Before Training
The Spreadsheet Struggle
Most finance teams we meet already use Excel. But their models break when assumptions change. One manager at a manufacturing company told us they spent three days rebuilding forecasts after a supplier changed payment terms. That's the kind of friction we address first.
Months 1-2
Building Foundation Skills
We start with scenario planning—because that's what actually matters in volatile markets. Your team learns to build models that flex when business conditions shift. No theory lectures. Just practical techniques they'll use the following week.
Months 3-4
Real Projects, Real Problems
Around month three, teams bring their actual business challenges. A retail client modeled expansion costs for three new locations. An export company built currency hedging scenarios. This is where the training becomes genuinely useful rather than just educational.
Months 5-6
Independent Analysis Capability
By the end, your team should handle quarterly forecasts without calling us. They'll spot modeling errors before they reach management. One logistics company now runs weekly cash flow scenarios that used to take their CFO an entire day.
Training Approach
Why Companies Choose Our Programs
Declan Ortiz runs our corporate training. He spent eight years building financial models for BPO companies before switching to education. That background shows up in how we structure programs—focused on what finance teams actually need rather than comprehensive curriculum.
We limit cohorts to 12 participants because modeling skills need individual feedback. Larger groups become lectures. Smaller teams get stuck when everyone has similar knowledge gaps.
Flexible Scheduling
Sessions fit around quarterly close cycles and busy seasons
Your Data
Training uses sanitized versions of your actual business models
Ongoing Support
Six months of email access after training concludes
Custom Focus
Choose emphasis areas based on your industry challenges
What Your Team Will Actually Build
Practical capabilities that improve decision-making next quarter, not someday
Revenue Scenario Models
Build forecasts that account for seasonal patterns, market shifts, and contract renewals. Teams learn to model multiple outcomes instead of single projections that become obsolete.
Cost Structure Analysis
Understand how fixed and variable costs behave under different volume scenarios. Particularly relevant for manufacturing and service companies managing capacity decisions.
Cash Flow Forecasting
Map working capital needs across different growth rates. Several export clients use these models to optimize credit lines and manage foreign currency timing.
Investment Evaluation
Compare expansion options, equipment purchases, or market entries using discounted cash flow. Focus on realistic assumptions rather than optimistic projections.
Sensitivity Testing
Identify which variables most impact outcomes. One distribution company discovered their profitability was more sensitive to fuel costs than volume changes—completely shifted their hedging strategy.
Model Validation Techniques
Learn to audit models for logic errors and circular references. Prevent the embarrassing moments when executive presentations reveal broken formulas.