Josh Aharonoff – Financial Modeling Fundamentals Course

Financial Modeling Fundamentals by Josh Aharonoff is a build-along Excel course for finance professionals developing practical FP&A modeling skills. Josh demonstrates how to turn financial data into a connected model that supports business planning and communicates a financial story.

Financial modeling skills you’ll build

• Build professional three-statement financial models that connect income, balance sheet, and cash flow
• Create drivers tabs that centralize assumptions and make models easy to update and audit
• Implement error checks that catch formula problems before executive presentations
• Design Budget vs Actuals dashboards that spot business issues early
• Apply professional Excel shortcuts that cut modeling time from hours to minutes
• Present financial stories that make non-finance executives lean forward instead of checking phones

Financial modeling for FP&A

Financial planning and analysis requires more than preparing reports from historical numbers. The course focuses on using financial data to explain where a business may be headed and to make the numbers useful in planning discussions.

Inside Financial Modeling Fundamentals

The training follows a step-by-step build-along format, with Josh constructing models as he teaches. Excel templates and downloadable resources accompany the video modules; the materials include documents, PDFs, spreadsheets and videos.

• Three-statement integration: Link the income statement, balance sheet and cash flow statement so that a change to a revenue assumption flows through the model.
• Drivers tab architecture: Organize assumptions in one place to make a model easier to revise and audit.
• Error checks and validation: Add checks that identify formula problems before a model is presented.
• Budget vs Actuals dashboards: Compare budgeted figures with actual results to bring business issues into view.
• Professional Excel techniques: Use shortcuts and Name Manager techniques while constructing financial models.

About Josh Aharonoff

Josh Aharonoff is a CPA and the founder of Your CFO Guy and Mighty Digits. He has more than 450,000 followers across platforms and is known for CFO dashboards.

His experience includes Big 4 accounting and fractional CFO work with startups and eight-figure companies. His YouTube content also covers accounting, FP&A and Excel, with downloadable templates for each video.

Who the course is for

The course is intended for accountants seeking practical modeling experience for an FP&A transition, as well as finance professionals who want to make their models clearer and more useful to executives.

It also suits Excel users moving beyond isolated spreadsheets and professionals preparing financial plans for CEOs, investors or boards. Basic spreadsheet skills are assumed; the focus is FP&A modeling rather than investment banking or M&A valuation.

Financial risk

Financial models rely on assumptions and do not guarantee future results.

Frequently asked questions

What does Financial Modeling Fundamentals cover?

The course covers three-statement modeling in Excel, including assumptions, validation, dashboards, shortcuts and financial communication. Its emphasis is on practical FP&A modeling.

Who is the course for?

It suits accountants moving into FP&A, finance professionals building models for decision-makers and Excel users who want to work with connected financial statements.

Do I need advanced Excel skills?

Advanced skills are not required, but the course assumes basic spreadsheet knowledge. Professional techniques are taught as you build alongside Josh.

What materials are included?

The course includes video training, build-along exercises, Excel templates and downloadable resources. Materials include documents, PDFs, spreadsheets and videos.

Who is Josh Aharonoff?

Josh Aharonoff is a CPA and founder of Your CFO Guy and Mighty Digits. His background includes Big 4 accounting and fractional CFO work with startups and eight-figure companies.