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.


José Carlos M. Iráculis

ModelOff Workshop

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


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!


Free Finance Resources


Free Investment Banking Resume Template

15 Apr 2024

Investment banking is one of the most competitive fields of work, with elite firms attracting thousands of applications for only a handful of coveted roles. To stand out from the pack, your investment banking resume needs to be flawless. In this condensed format, you have mere seconds to make an impression and convey why you deserve to be considered for the role. Follow our expert tips to craft an investment banking resume that will help you land multiple job offers.


Macroeconomic Indicators

12 Apr 2024

Macroeconomic indicators are defined as specific economic data points that help investors gauge the overall health of the economy and assess its current and future prospects. This information is typically released by central banks, statistics bureaus, and other government organizations. As an example, some popular indicators include employment data such as non-farm payrolls in the US; the Consumer Price Index (CPI), which gives perspective on inflation, and the Gross Domestic Product (GDP), which shows the rate of economic growth.


Debt Schedule Template

27 Mar 2024

Download our Debt Schedule Template and learn to effectively manage and analyse your company’s debt profile. This template will guide you in detailing a company’s outstanding debts, their respective interest rates, and repayment schedules.  

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