The complete training for finance professionals entering consumer subscription roles. Build the business sense and technical skills needed to contribute from day one.
Go from zero to building dynamic bottoms-up subscriber forecasts in weeks, not months.
Launch pricing through April 30, 2026. Price increases to $2,500.
A walkthrough of the course, the models, and the thinking behind them
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On-the-ground content. Real models. No fluff.
Preview all 6 modules and 30+ chapters
45 tabs of production-grade exhibits and models
Michael has spent the last 12 years focused on B2C subscription finance and currently serves as a Strategic Finance Director at DoorDash dedicated to DashPass, the company's subscription program. Most notably, he was the first finance hire dedicated to DashPass where he's spent the last 7 years building the team, the models, and the strategic financial frameworks behind one of the largest consumer subscription products in on-demand services.
This course teaches the concepts, frameworks, and technical expertise that typically only come from years on the job. The goal is to make you a more competitive candidate if you're breaking into subscription finance, or help you ramp significantly faster if you've already landed a role.
The difference between a good subscription finance hire and a great one isn't Excel proficiency or analytical horsepower alone. It's pattern recognition that only comes from years of operating experience. This knowledge exists, but it's trapped inside the heads of a select few individuals who've actually operated subscription finance at scale. It's never been written down, systematized, or taught anywhere. Not in MBA programs, not in banking training, not in any course. Until now.
Test yourself. Do you know why:
A 5x LTV/CAC ratio can be worse than a 3x? Company B looks better on paper with a higher LTV and higher ratio. But Company A recovers its acquisition cost in half the time, can reinvest capital twice as fast, and is far less vulnerable to churn shocks. Optimizing for ratio without understanding payback velocity is how companies make expensive mistakes.
A churn spike after a promotional campaign isn't a retention crisis? A campaign acquires 75K subscribers, 3x the normal rate. Blended churn jumps from 16% to 21%. Most teams panic. But at the cohort level, retention actually improved. The spike is entirely driven by the mix of newer subscribers in the base, not by any change in how well you're retaining them. If you react by cutting acquisition spend to "fix" churn, you're solving the wrong problem.
Declining churn can actually be a warning sign? When acquisition drops, your subscriber base skews older and more tenured. Blended churn mechanically improves. You look healthier on paper while your business is shrinking. Without contextualizing the inputs behind the output, you'll misdiagnose the health of the business every time.
Every one of those gaps is invisible until someone shows you. The analyst who walks into a meeting and says "this metric movement isn't what it looks like, and here's why" gets flagged as someone who thinks at a senior level. The one who presents the blended number at face value gets categorized as someone who just runs reports. Same data. Same tools. Same title. Different pattern recognition.
This course gives you that pattern recognition in weeks instead of years. The same edge that takes most professionals 6 to 12 months of on-the-job mistakes to develop.
Get the free lesson: Why Averages Lie in Subscription Finance →
6 modules that take you from foundations to operator-level modeling. Click any module to see the full chapter breakdown.
Subscription business models, customer lifecycle, and the foundational metrics that matter
Unit economics across business models, LTV/CAC analysis, and why payback period matters more than ratios
Retention dynamics, multi-cohort analysis, the growth ceiling, and how compounding effects drive sustainable growth
The technical core. Trial mechanics, consumer vs. subscription retention, cohort timing, paid balance forecasting, and a complete final project
The judgment layer. How to spot real problems vs. mix-shift effects, avoid misleading averages, and interpret what the data is actually telling you
Counterfactual thinking, how to assess launching a free trial, and how to evaluate annual plan cannibalization
Practical skills you can apply immediately
Build multi-year subscriber and revenue forecasts using cohort-based models
Diagnose adoption and retention issues through cohort segmentation
Evaluate the qualitative and financial considerations behind new subscriber plans and tiers
Build LTV/CAC models that assess cohort efficiency and payback
Break down open-ended problems into strategic frameworks and dynamic Excel models
Develop intuition for subscription mechanics. Not just the what, but the why and how behind every concept
"This course was extremely helpful. I already had several years of experience in consumer tech, but this put a much finer point on subscription models that I otherwise didn't have exposure to and helped set me apart when it came to case studies and interview questions. The materials are grounded in realistic scenarios and show you not just how to forecast subscription models, but more importantly how to be an effective cross-functional partner. Would highly recommend for people of all levels."
"I really loved going through the course and learning from the ground-up how I could build an in-depth B2C subscription model. Diving into unit economics across a variety of scenarios, LTV/CAC modeling, and potential case studies for interviews has been extremely helpful. This sort of information can be hard to come across, and I cannot recommend enough!"
Analysts from banking, consulting, or MBA programs breaking into consumer subscription roles. Walk into interviews with the skills and business intuition that typically take months on the job to develop.
Leaders who need to ramp new hires fast and uplevel existing talent. Cut the multi-month learning curve and get your team contributing in weeks.
Product, Marketing, Strategy & Ops, and Analytics professionals who want to understand the financial and business mechanics behind B2C subscriptions.
Module 5.1: Decomposing blended metrics and spotting mix-shift effects.
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Buying for a team of 3+?
For context: a single engagement with a subscription analytics consultant runs $2,000 to $5,000 per day, and the expertise walks out the door when they leave. This course installs the same analytical frameworks permanently, so you build the capability, not just the deliverable.
Most subscription finance professionals spend 8 to 12 months building the intuition this course compresses into weeks. That's months of asking your manager questions you could answer yourself, flagging false alarms as real problems, and missing insights that would have influenced real business decisions. The cost isn't measured in dollars. It's measured in months of compounding reputation and impact you can't get back.
For a team of three, this costs less than a single day of external consulting, and your team keeps the frameworks permanently. The alternative is hiring someone to build these systems internally, which takes a senior hire 3 to 6 months at $200K+ comp. This course installs the same operating system for a fraction of the cost.
The delta between landing a subscription finance role at a top consumer subscription company and not landing it is $130 to 180K+ in total comp. This course will teach you the foundational concepts, frameworks, and technical skills to immediately contribute. The Module 4.8 case study simulates a real-world interview question that most subscription companies will ask.
Six modules. 45 production-grade Excel models. And the frameworks needed to make real strategic decisions at scale.
Launch pricing: $1,500 through April 30, 2026. Price increases to $2,500.
Enroll Now — $1,500Questions?