Finance Fundamentals
Learn to quickly read financial statements. Calculate key metrics & identify trends.
60 mins each
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?
Hands down Katie’s delivery style is just one that I think resonates with just about anybody. I think she has a way of giving real world examples, which is really great because everybody can draw their own experiences and apply it
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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How do the courses work?
Each course is taught over multiple highly-interactive Zoom-based classes. They are designed so you can follow along in your own spreadsheet and try out what you’re learning during the class. Participants can also attend individual office hours to help connect in-class concepts to their real work.
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Can I arrange training for my team?
Yes, we primarily offer training for corporate and investment teams. Please contact us at support@recalcacademy.com to discuss and schedule training for your team.
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I am not part of a team. Can I still join training?
Yes, we offer training for individuals and we always have a few upcoming courses. Please visit our upcoming courses page or contact us at support@recalcacademy.com.
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I use Google Sheets. Can I still take this training?
Yes! We teach Excel and Google Sheets. And if you feel like you lost efficiency by moving from Excel to Google Sheets, we’re here to help! You’ll learn the shortcuts and formulas to help you save time and learn to love Sheets.
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I use a Mac. Can I still take this training?
Yes! We teach PC and Mac users.
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Can you tailor the content to my business?
Yes, we are happy to incorporate your company’s data or other examples that are relevant to your business to make it highly relatable and impactful for your team.
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How much does training cost?
Please reach out to us at support@recalcacademy.com for more information on courses and pricing.