Josh Jia

Founder

Finance Interview Coach

2017-11 - Present

Coach candidates for IB, PE, VC, corp dev, ER, HF, FP&A/strategic fin, IR interviews; 400+ placements, 93% success rate Teach Investment Banking at the University of Virginia’s MBA program (2024 – present), driving increased IB placements Creating #1 online course in IB, breaking down complex topics into digestible pieces with 1,000+ interview questions Partnered with edtech companies to hold IB, PE, ER, and HF interview prep courses across Canada, US, UK, and Australia Created guides on IB, PE, REPE, ER, HF; built LBO, VC, and M&A cases; filmed LBO models; writer of 350 Questions Guide Placements include: Blackstone, Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, Moelis, Apax, Citadel, Onex Provide consulting for PE, REPE, VC, VC-backed firms on LBO, financial modeling, refinancings, capital raises, turnarounds

Private Equity Analyst

Imperial Capital

2015-11 - 2017-11

2017: Acquisition of Northland and Richter; Roll-Up of 4 US Food Testing Labs (~US$1-2 mm EBITDA each) • Performed deep dive industry research; interviewed 10+ industry experts; analysis led to pursuit of proprietary roll-up • Analyzed each product and service line to identify cross-selling opportunities, supporting a hub-and-spoke roll-up model • Worked closely with CEO partner to categorize key drivers; construct sum-of-parts LBO model to justify earn-out and entry 2016: Terminated Acquisition of Security Company (US$5-15 mm EBITDA) • Completed trending analysis of gross adds, ARPU, and attrition; analysis drove spin-off of non-performing division • Collaborated with CFO to build cap schedules on equipment, revenue, and costs to disaggregate accounting vs. cash flow • Produced LBO model driven by regional subscriber and installation schedules; analyzed non-performing division spin-off 2016: Ackerman Securities (portfolio company, US$50-100 mm revenue) • Bridged G&A increase; identified sale incentives to maximize sales while ignoring equipment and install creation costs • Analysis ultimately led to the hiring of a new management team, IT improvements, and modifying the go-to-market strategy

Investment Banking Analyst

Bank of Montreal

2014-07 - 2015-11

C$300 mm IPO of Sleep Country • Built IPO model based on management forecasts; sensitized same store sales growth and management target assumptions • Constructed comparables and benchmarking analysis on delivery, price and service to support the IPO multiple • Created roadshow presentation and managed all charts in the prospectus; interfaced directly with client to reflect comments Resolute Forest Products’ US$156 mm acquisition of Atlas Paper • Categorized vendor transactions into revenue and cost items; analyzed SKU volume, price and standard costs for forecast • Assembled sum-of-parts model and sensitized against COGS and price increases, which supported the purchase price

Bachelor in Commerce

Queen’s University

2010-09 - 2014-06