Andrea Ward

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Managing Director & Instructor

Andrea brings over 22 years of experience designing and delivering bespoke finance training programs. She began her investment banking career in the M&A team at Lehman Brothers, overseeing private equity as well as media and technology transactions. Andrea left the industry to start her instructing career, managing AMT Training globally. She then joined Financial Edge in 2018 as managing director and instructor.

Individuals

José Carlos M. Iráculis

ModelOff Workshop

Andrea, thanks for your introduction to LBO modeling. Probably the best session at ModelOff!

Firms

Associate at One of the Top 10 Investment Banks

Andrea is the best advantage. She knows investment banking well and gave us a lot of hands on, practical knowledge.

Get to Know Andrea

Watch the video to find out more about managing director, Andrea. She let’s us in on how she become a financial instructor, her teaching style, and what she believes makes a top student!

Articles

Free Finance Resources

MARKET THOUGHTS

How to Become a Real Estate Analyst

08 May 2024

The path to becoming a real estate analyst is not unlike that to become an investment banking analyst. There may be more paths open to candidates in this field since in addition to dedicated real estate investment firms, most investment banks and some private equity firms have a real estate division as a well. In any setting, a real estate analyst will need to offer applicable internship experience, a solid quantitative foundation, modeling and excel skills, and an understanding of sector specific principles.

MARKET THOUGHTS

Net Income Template

07 May 2024

Download our free Net Income Template and master the calculation of this critical profitability metric. This template will walk you through determining a company’s normalized net income by guiding you to adjust for non-recurring items and properly account for non-controlling interests.

MARKET THOUGHTS

Share Dilution Template

03 May 2024

Master the analysis of share dilution and its effects on a company’s valuation with our comprehensive Share Dilution Template. This free Excel resource guides you through calculating the additional shares that may be issued due to various dilutive events, such as employee stock options, restricted stock units, convertible bonds, and rights offerings. 

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