This post is a summary of my background, my rationale for creating Understanding The Enterprise and a thank you
If you prefer the flexibility of a Zoom workshop with the efficacy of an in-person training, here is a listing of our virtual workshops. These workshops will help you maximize your efficiency in Microsoft Excel by utilizing keyboard shortcuts and functions, develop key financial analytics to better understand company fundamentals and learn the foundations of valuing a business.
Please click below for more course details. If you prefer the in-person experience, please scroll down further!
If you prefer the traditional in-person classroom experience, here is a listing of our live courses.
Please email info@ute.training for group registrations, or to request a training specifically for your organization.
Want to get ready for an upcoming interview, or just want to have your financial modeling and valuation skills ready as you start your internship or full time job? Feel free to reach out to me directly for Private Tutoring at info@ute.training.
Over the course of 3 years of working together and many more of acquaintance, Utkarsh has proved time and time again to have the highest level of thoughtfulness and attention to detail. His genuine passion for teaching shows through his meticulous lesson plans and willingness to go at the pace best suited by the class. He leaves no student behind, but is also sure to challenge those who pick up concepts quickly. It was great to learn from someone who is a master at what he does and clearly loves doing it.
Analyst
Moelis Investment Banking>
Utkarsh's instruction was instrumental in my growth when I was learning how to approach financial modeling. He doesn't just tell you information; he shows you how to think critically when constructing a model while gaining a true understanding of the concepts that drive the model you are creating. His focus on the "why" behind financial modeling has helped me and so many other of his students not only achieve our career goals but also make a tangible impact within the organizations and firms we join.
Wesley Lowman
Auburn University / 2023 Harvard Financial Modeling Case Champion>
I had the pleasure of attending Ute's week long Comprehensive course and I was thoroughly impressed. Ute is exceptionally well-versed in his subject matter, making even the most complex financial concepts easy to understand. His engaging teaching style kept the entire class captivated, and his sense of humor made learning a genuinely enjoyable experience. As someone without a finance background, I found these qualities especially important. Ute's friendly demeanor and approachable nature made it easy to ask questions and seek further clarification, which was crucial for my understanding. He is an effective teacher who goes above and beyond to ensure that his students succeed. Highly recommend!
Corporate Strategy
Manager>
Ute's course was by far the most helpful undergraduate training program I went through. The focus was on developing fundamental real-world skills that I was directly able to use in job interviews and in my internship. Definitely recommend for anyone trying to break into investment banking.
Student
Auburn University>
Utkarsh was a great instructor and his class prepared me for my summer internship at Goldman. He covered everything from different types of financial models, useful excel shortcuts, and how to think about different model drivers. I would highly recommend his platform as it covered everything I needed for my summer internship and will serve me well in my career.
Intern
Goldman Sachs>
I would definitely say that the class this past spring was extremely helpful in leading to my better understanding of modeling / financial understanding. Even though I had a good understanding before taking the class (self-study work), your class really took my understanding up a notch. I would 100% say that your class is 10x better than other Wall Street training courses.
Student
Auburn University>
Amazing crash course, I learned/brushed up on a lot of concepts in such a short amount of time. The pacing was perfect, there was always room for questions. Ute is very knowledgeable and a great teacher. I'd love to keep working with him. It would be awesome to see courses with regards to excel.
Student
University of Colorado>
I enjoyed the behavioral help and how you delve deeper into concepts such as the DCF analysis. Calculations of WACC/ Terminal Value also helped a lot. The flow of the material was great, and the pace was perfect for students to intake information and simultaneously take notes.
Student
University of California, Davis>
As a freshman trying to break into IB, this course has given me a great idea as to what to expect in technical interviews, and I feel much more prepared now than I was before.
Student
University of Colorado>
I thought it was very helpful with good depth and explanations of concepts and connectivity.
Student
University of Colorado>
Really helpful to take us through from Balance Sheet to DCF on today's session. Looking forward to reconnecting.
MBA Student
INSEAD>
Absolutely enjoyed this course as it was much needed for me after being out of school for two years. It will significantly help with projects in my classes ,I'm so thankful it was offered! Everyone who works in excel or uses it for school projects should definitely take it!
Financial Modeling
MBA Candidate>
The course delivery was very apt. I really enjoyed the instructor's teaching style. He broke down the concept such that even someone without a finance background could understand.
Financial Modeling
MBA Candidate>
Thanks, Ute, for the opportunity to get to learn a lot from you over the past 2 days. It is such a great privilege to learn how to build models in Excel, running through each key component of the model with us, from income statement down to DCF analysis. You are an amazing instructor and it's been a lot of fun! Thank you, again.
Financial Modeling
MBA Candidate>
It was a fantastic course; I had hands on learning and the lecturer took his time to explain to beginners like me making Excel financial analysis look pretty easy. I am so grateful for this opportunity.
Financial Modeling
MBA Candidate>
The course was super engaging, and the instructor was awesome. His sense of humor made working in Excel super fun. I personally will not pursue a role in finance for my future career, but I found all the Excel shortcuts and tricks awesome. But I would like to review the finance content on my own and just get to know everything better because it's good to know in general.
Financial Modeling
MBA Candidate>
The course and the instruction were great! Everything was well organized and planned out to facilitate an effective learning experience with insightful instruction and tips throughout. I really appreciated the time and effort that went into everything!
Financial Modeling
MBA Candidate>
This was fantastic! I learned a lot and definitely feel like the students got a TON of value out of it. I would love for us to do more workshops like this in the future.
Finance Professor
MBA and Undergrad>
Ute was an absolute legend. His knowledge is second to only to his passion, patience and gift for teaching. We had a mix of undergraduate and graduate students, from different courses with varying prior knowledge. We were all engaged, had fun and took SO much away. I hope this is something that Auburn continues to offer. Thank you, Ute!
Financial Modeling
MBA Candidate>
The most fantastic course I have ever joined, He's fantastic coach
Financial Modeling
MBA Candidate>
The course was very insightful and well-paced. As a someone with little financial knowledge, I was able to follow the financial concepts and logic. The course was also a great way to 'beef' up my Excel skills.
Financial Modeling
MBA Candidate>
This was SO HELPFUL. I learned a lot and I am confident that I will be referencing what I learned for a long time to come. Ute was an awesome, clear, and engaging instructor. For studying excel for two days on the weekend, I had a lot of fun and would take this course again.
Financial Modeling
MBA Candidate>
Great class and outstanding professor. I learned a lot with the new shortcuts, thinking process and reviewing concepts. Very glad to have this opportunity!
Financial Modeling
MBA Candidate>
The course was detailed and a refresher for me. I learned new Excel functionalities and got clarification on some of the valuation technicalities.
Financing Modeling
MBA Candidate>
The class was very good at putting all the terms in terms that are understandable by anyone with a small knowledge of finance. Starting with all the excel information, shortcuts and teachings was a very good way to begin the program. Would recommend this course to anyone interested in learning more about finance, and even just to people who are interested in improving their Excel knowledge.
Financial Modeling
MBA Candidate>
Very thorough and practical
Financial Modeling
MBA Candidate>
The course was very informative and helped me get more comfortable with financial modeling concepts and excel shortcuts. The instructor did a great job at keeping us engaged throughout the course and was very helpful when any issues arose.
Financial Modeling
MBA Candidate>
He explained the class very well and was a fun instructor. Even with moderate Excel knowledge, I learned a ton of shortcuts, tricks, and skills that will be very useful in my academic and professional career.
Financial Modeling
MBA Cadidate>
It was quite helpful with how he was able to break down the technical parts of the discussion
Financial Modeing
MBA Candidate>
This course was very helpful! Ute is an amazing instructor who is engaging, personable, and knowledgeable. Thank you for everything!
Financial Modeling
MBA Candidate>
The most entertaining excel class I have ever taken, a lot of great tips, I no longer need to touch the mouse after two days of training.
Financial Modeling
MBA Candidate>
Really enjoyed the course, this material is extremely valuable and the instruction was amazing
Financial Modeling
MBA Candidate>
This was a very in depth course that gave me a better insight on financial modeling
Financial Modeling
MBA Candidate>
Very great. It gave me a good foundation of what to do when it comes to building models and how to practice this is the future.
Financial Modeling
Undergrad>
Loved the course, easy to follow and very informative. Made good use of shortcuts and in-depth tips related to common issues!
Financial Modeling
Undergrad>
Ute's course was extremely helpful and significantly clarified/solidified my understanding of financial statements and valuation techniques. The instruction was clear, well-structured, and provided practical insights that enhanced my learning experience.
Interview Prep
Undergrad>
I loved how everyone was explained concisely!
Interview Prep
Undergrad>
Very knowledgable. Good presenting skills and very good tone/voice while explaining.
Interview Prep
Undergrad>
Really enjoyed the course and the teaching style. Helpful and great at answering questions.
Interview Prep
Undergrad>
I appreciated the instructor’s knowledge and communication style. It was great that he repeated the things he said twice and spoke slowly.
Interview Prep
Undergrad>
The course is very interesting as anecdotes and real-life examples are included along with all the finance information.
Interview Prep
Undergrad>
The instruction was clear and helped me better understand each topic that we went over. Being able to hear the perspective of technicals from someone with so much experience made it a great tool for learning.
Interview Prep
Undergrad>
It was very clear and easy to understand. I truly enjoyed the lesson.
Interview Prep
Undergrad>
Was clear and concise.
Interview Prep
Undergrad>
News From The Blog
This post is a summary of my background, my rationale for creating Understanding The Enterprise and a thank you
Subscribe