The Strategic Finance Course

Break into Strategic Finance and become a top performer with a proven, all-in-one program. You'll get self-paced access to our full curriculum — covering everything from financial analysis and board prep to advanced modeling used at top tech and growth-stage companies.

But content alone isn’t enough. Your personalized 1:1 coaching sessions will help you refine your story, sharpen your interview skills, and position yourself as a standout candidate in any hiring process. We don’t just teach — we guide you step-by-step into your next role.


  • Compiled by top StratFin Professionals
  • Over 80 years of combined experience
  • Taught over 250 students
  • Get certified at the end after completing an exam
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About the course

Welcome to the Strategic Finance Careers course, a meticulously designed program to help you master the essentials of Strategic Finance, get you desk-ready to hit the ground running, and ensure you nail your interviews! The course begins with foundational concepts, such as financial analysis, key metrics, and crucial financial principles, which will act as the bedrock for your operational modeling.

The heart of this course lies in operational and financial modeling. You'll start by understanding the three key financial statements and building a general three-statement model. Once you can connect these statements to create a coherent financial narrative, you’ll dive into growth and revenue modeling, cost modeling, and operational modeling, allowing you to truly learn the operations of a business. You'll also learn the key KPIs that a StratFin team uses daily, such as LTV, CAC, and industry-specific unit economics.

A crucial part of strategic finance is developing operational models that drive decisions across the company. Your models will address questions like, “How much should we spend on marketing?” and “Should we raise another round?”. Collaborating effectively with teams like marketing and product will make you a more well-rounded professional, providing vital financial insights that empower informed business decisions. The course emphasizes practical application with examples, interview tips, and assessments to solidify your understanding, ensuring you are well-equipped to thrive in high-stakes financial roles.

A key area where many candidates lack expertise is the operational understanding of a business, especially those coming from advisory roles like banking and consulting. Strategic Finance Careers will prep you for any operational questions you may encounter and put you in the right mindset to think like an operator. Our certification has already helped countless candidates secure interviews and job offers at some of the top companies!

Course Outline

What the course will cover

  • Introduction to Strategic Finance
  • Refresher on Accounting and Financial Statements
  • Financial Modeling
  • Operational Modeling
  • Data Driven Analysis  
  • KPI Dashboarding
  • Fund Raising (Debt & Equity)
  • Corporate Planning & Budgeting
  • Board Preparation

Is This Course Right for You?

Our Strategic Finance course welcomes individuals with strong analytical skills and a basic understanding of finance. If you have taken any accounting or finance class, or if you have experience in the following areas, you’re likely a great fit:

  • Investment Banking / Equity Research / Sales and Trading
  • Accounting/Audit
  • Bookkeeping
  • Corporate Finance
  • Strategy and Operations
  • Consulting
  • Data Analysis
  • Marketing Analysis
  • Economics
  • Risk Management

If your background isn't listed, and you're comfortable with math and keen to learn, we encourage you to email us at hello@strategicfinancecareers.com or book time with an advisor to help you assess if this course is right for you.

Certification:

  • Complete course
  • Complete all take home case studies
  • Pass final StratFin exam
  • Pass final SQL exam

Meet the Instructor

Zu Daya
Founder @ SFC | StratFin Pro @ Poppins Payroll

Zu is a seasoned Strategic Finance professional with over 14 years of experience. He started his career in Investment Banking and then transitioned into Strategic Finance, leveraging all his financial modeling skills to build a career in the field. Given his entrepreneurial mindset, Zu found operating and growing businesses more exciting and engaging, and now he wants to help others do the same!

Notable coaching accolades:

  • Led Uber’s Operations Modeling program.
  • Coached countless students for interview preparation and career enhancement.
  • Finance, Economics, and Statistics Teaching Assistant at the University of Toronto.
  • Coaches startups on how to build their strategic finance team, and how to interview.


Zu has conducted over 350 interviews in his career, with a majority of them for his Strategic Finance teams.

He has successfully placed students at Uber, Lyft, Google, Amazon, Meta, Netflix, Hulu and many more high performing shops.

Soomin Song
Lead Instructor @ SFC | StratFin Pro @ Yondr

Soomin’s passion for Finance started at internships in Asset Management and Investment Banking. He leveraged those experiences during his 2 years in Consulting and 4+ years in Strategic Finance - helping companies utilize the frameworks and lessons taught in this Strategic Finance Careers course to make strategic decisions.

Outside of his “day job”, Soomin provides third-party financial advice - he advised and built an operating model for a family-owned CPG company which was acquired for +$23M.

Coaching and mentorship have been an integral part of Soomin’s life - starting from his early days of coaching baseball to teaching Korean at Summer Camps, and now transitioning to career and Strategic Finance coaching.

Notable coaching accolades:

  • Member of UStrive, mentoring students of all ages on full-time and internship interviews, college applications, and class tutoring
  • Teaching Assistant for USC Marshall’s MBA program as an undergraduate student

Soomin has conducted multiple interviews for Strategic Finance positions for all levels and has successfully placed students at tech firms including Amazon and Intuit, and also larger financial institutions such as JPMorgan Chase.

Get the course today

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Level:  
Intermediate
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Duration:  
15+ hours
1:1 Sessions:  
Personalized 1:1 Coaching
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Bonus:  
Full SQL for StratFin course
Multiple real interview case studies
1 year subscription to the SFC Community
Lifetime Access

“Working with SFC was an incredible experience! Zu and his team are very well trained and the course structure felt perfect for me. The take-home case studies were great practice for the real interviews! Finally, the team really cared about my success, and till today check in on how I’m doing!”

Binal

Strategic Finance Accociate

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