📉 You're buried in Excel but unsure how to extract real insight
📉 Struggling to structure your assumptions—not just enter formulas
📉 Templates fail to adapt to the complexity of real businesses
📉 You need more than formulas—you need institutional thinking
What This Book Delivers
✅ Build models that drive actual investment insight
✅ Apply proven best practices and real-world strategy
✅ Create models that go beyond Excel and into decision-making
✅ Avoid the mistakes most analysts don’t even see coming
“This isn’t about building models — it’s about building insight.”
— Sean Hanafin, CEO, Silver Birch Finance
What You’ll Learn
Create models that capture complex business dynamics
Move beyond plug-and-play templates. Learn to design models that reflect how companies actually operate — from revenue drivers to operating leverage.
Deploy sophisticated scenario analysis
Build scenario logic that flexes with changing inputs, uncertainty, and strategic outcomes — a must-have for real-world valuation.
Integrate qualitative industry insights with quantitative logic
Discover how to embed competitive dynamics, market structure, and business model nuances into your modeling frameworks.
Avoid analytical pitfalls even pros make
From assumption bias to spreadsheet sprawl, Geoff exposes common errors and shows you how to build models that are clear, scalable, and decision-ready.
📘 Whether you're in equity research, private equity, asset management, or corporate finance — this book equips you to model with insight, not just inputs.
About the Author
Geoff Robinson
Former UBS Managing Director
Geoff Robinson is a globally recognized expert in financial modeling and investment analysis. With decades of hands-on experience in the finance industry, Geoff brings a rare blend of technical depth and real-world insight.
He’s a 10x #1-ranked Institutional Investor Analyst in the EMEA region — a rare achievement that speaks to his consistent excellence and impact on global investment decisions.
As one of only 7 officially recognized Masters of Financial Modeling, Geoff’s approach combines analytical rigor with practical clarity — giving finance professionals the tools they need to model with insight, not just structure.
“More than just another financial modeling guide—it's a masterclass in analytical thinking.”
— Guy Weyns PhD, Former Wall Street Managing Director
Standing out for its pragmatic fusion of technical rigor and real-world applicability
In an industry saturated with financial modeling books, Financial Modeling Mastery stands out for its pragmatic fusion of technical rigor and real-world applicability. Geoff's approach reflects his deep understanding of what makes a truly effective analyst. This isn't just about building models—it's about building insight.
"Financial Modeling Mastery for Investment Analysts is more than just another financial modeling guide—it's a masterclass in analytical thinking. Drawing from his decades of experience as a top-ranked analyst, Geoff seamlessly weaves technical expertise with real-world applications, creating an essential playbook for modern investment professionals.
Geoff's expertise shines through in connecting complex theoretical concepts with practical applic...
A refreshing departure from conventional financial modeling texts. Geoff's expertise shines through in connecting complex theoretical concepts with practical applications. The accessible writing style makes even the most challenging topics approachable while never compromising on depth or precision.
Imparting the wisdom gained from years of practical experience
created something special here—a resource that teaches the technical aspects of modeling and imparts the wisdom gained from years of practical experience. The clear, methodical approach makes it accessible to readers at all levels."
His ability to distill complex topics into clear, actionable guidance is remarkable
"What sets this book apart is its unique approach to teaching financial modeling through the lens of practical experience. Geoff's insight into what matters on the trading floor transforms what could have been a dry technical manual into an engaging and invaluable resource. His ability to distill complex topics into clear, actionable guidance is remarkable."
A uniquely practical guide that speaks directly to practitioners
What impresses most is how seamlessly Geoff weaves years of floor experience into formal financial modeling instruction. The result is a uniquely practical guide that speaks directly to practitioners' needs.
Finally, a book that bridges the gap between theoretical financial modeling and the practical demands of the investment analyst's desk. Geoff's clear, conversational style transforms complex concepts into digestible insights, making this an invaluable resource for novice and experienced analysts.
The book's brilliance lies in bridging theory and investment platform reality
The book's brilliance lies in bridging theory and investment platform reality. Geoff converts complex financial modeling concepts into practical wisdom, creating an essential guide for practitioners.