Finance Fundamentals

Learn to quickly read financial statements. Calculate key metrics & identify trends.
3 live classes
90 mins each
1:1 office hours
Video recordings
and practice exercises

What you’ll learn

Income Statement

Understanding Business Trends

  • Revenue, cost overview & recognition timing
  • Key metrics (growth %, margins)
  • Spot business trends by reviewing income statements
  • Demystifying depreciation, accruals, revenue deferrals
Balance Sheet and Cash Flow

Read beyond the income statement. Understand true company financials.

  • Purpose of the balance sheet and cash flow
  • How three financial statements fit together
  • How the balance sheet balances
  • Differences between profit and cash flow generation
  • Spot trends in cash flow
Key Financial Analysis

Learn to calculate key financial metrics to understand the health of the company

  • Customer acquisition cost and lifetime value
  • Customer retention (net and gross)
  • Free cash flow
  • Net leverage

Interested in a future training?

Our team members love Recalc training. It has become a favorite part of our ongoing professional development.
Recalc training is an innovative and practical way to acquire the skills needed for success in a PE environment. Katie tailored a curriculum for our portfolio company CFOs and they’ve seen immediate benefit.
Highly recommend classes with the Recalc Academy! I have taken several and find each to provide valuable and actionable insights I was immediately able to apply to my day-to-day work life. The extra office hours are such a wonderful perk to get more personalized and one-on-one training.

Frequently asked questions

Everything you need to know about the courses and billing.

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