Jeff Schmidt

Jeff Schmidt

VP Financial Modeling, CFI

Mergers and Acquisitions, Leveraged Finance, Valuation, Financial Modeling, Restructuring, Oil and Gas, Equity Research, Commodities, Hedging, Investment Banking, Financial Planning and Analysis, Corporate Development, Accounting, Operational Modeling, Industry-Specific Modeling


Jeff Schmidt obtained his BS from Texas A&M University and his MBA from the University of Houston. He is a CFA charterholder.


Prior to joining CFI, for over a decade Jeff Schmidt taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world. He also advised clients on modeling best practices, model rebuilds and streamlining large spreadsheets. Before his career in financial education, Jeff covered approximately 50 companies with a combined market cap of $500 billion during his career in equity research. He also worked in corporate development leading M&A due diligence and Financial Planning & Analysis, as well as working in investment banking and restructuring.

Outside of work

When not building financial models for fun, or reading obscure valuation books, Jeff probably takes college football a little too seriously.

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