In this episode of CFO Weekly, Chris Reilly, Founder of Financial Modeling Education, joins Megan Weis to share practical insights to simplify and master financial modeling. Learn why understanding the three financial statements is universal across industries, how to effectively tell financial stories, and practical strategies for both small businesses and large enterprises to leverage financial modeling.

With a diverse background spanning consulting, FP&A at Hilton Worldwide, and middle market private equity, Chris has transformed his decade of hands-on experience into practical, accessible educational content. As a financial modeling educator and contractor since 2020, Chris focuses on breaking down sophisticated financial concepts into systematic, repeatable steps, enabling professionals to build in hours that previously took weeks.

What You’ll Learn:

How to master the four universal pillars of financial modeling
The systematic three-step approach to breaking down complex financial models into manageable components
Why understanding the three financial statements is crucial for modeling any industry or company size
The power of monthly vs. annual modeling for revealing critical business insights and seasonal patterns
Why intellectual curiosity is essential for advancing in financial roles and creating proactive value

Learn more about Chris:

Chris Reilly on LinkedIn
Financial Modeling Education Website

Episode resources:

Personiv's Website
Personiv on LinkedIn
Personiv on Facebook
Personiv on Twitter

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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