Andrea Ward

Linkedin Icon

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

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.  

MARKET THOUGHTS

Valuing Synergies

19 Mar 2024

Synergy refers to the additional value created when two companies merge. It’s the enhanced value that would not be achieved by the companies individually but emerges when they combine their resources. This added value can result from increased revenues, decreased costs, or both.

MARKET THOUGHTS

Cost of Goods Sold Template

19 Mar 2024

Download our COGS (Cost of Goods Sold) template and learn how to effectively track and analyze your company’s direct costs associated with the production of goods sold. The template will help you understand the impact of inventory management methods like LIFO (Last In, First Out) and FIFO (First In, First Out) on your COGS and inventory valuation. These methods can significantly affect your COGS and, consequently, your gross profit, especially in an inflationary environment. 

1 out of 718 articles

2 out of 718 articles

3 out of 718 articles

View more