Forecasting & Modeling

Build 3-statement financial models and flexible forecasts.
For FP&A and investment roles.

Cost per seat: $975

4 live classes
2 hours each

1:1 office hours
when you need them

Video recordings
and practice exercises

What you’ll learn

Accounting fundamentals

Participants will gain a better understanding of how the P&L, balance sheet, and cash flow statements fit together.

  • Simplified model linking examples to understand interrelatedness of P&L, balance sheet, cash flow
  • Cash conversion cycle
  • Working capital days calculations

3-Statement model: quick math & multiple cases

Introduction to the components of an LBO model, multi-case forecasting, and how to quickly estimate returns.

  • Back-of-the-envelope LBO math compared to full model
  • Build P&L with multi-case functionality
  • Review typical P&L backup schedules
    (e.g. headcount)

Cap tables, deal structures, and returns

Participants will learn about pre/post money valuation and cap table updates as well as returns calculations.

  • Cap table pre- and post-money (venture/growth deal)
  • Sources & uses of capital (LBO-style deal)
  • Management rollover
  • Returns calculations and sensitivities

3-Statement LBO model build

Participants will complete a 3-statement LBO-style model and learn to check it for common errors

  • Link up 3 financial statements
  • Incorporate deal sources uses
  • Incorporate debt schedule
  • Calculate returns

Upcoming Courses

Forecasting & Modeling

a four-class course
2:30 pm - 4:30 pm PST

Class 1

Mon
Oct 17

Class 2

Wed
Oct 19

Class 3

Mon
Oct 24

Class 4

Wed
Oct 26

Interested in a future training?

FAQ

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.

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.

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.

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.

I use a Mac. Can I still take this training?

Yes! We teach PC and Mac users.

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.

How much does training cost?

Please reach out to us at support@recalcacademy.com for more information on courses and pricing.

I’m not sure I’m ready to take a course. Can I try any free classes?

Yes, you can try our free weekly classes to experience our teaching first-hand. Check out our Try A Class page for upcoming times.

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