AR
Alicia Roberts

Strategic Account Manager, Retail

Katie is extremely knowledgable in all things excel. She was able to tailor the class to accommodate a large group with varying skill levels. She started from the basics and drilled home the importance of not being reliant on your mouse by learning short cut keys (so much more efficient!). I walked away from this course with the knowledge to download a data set, edit the data, and summary key findings in a professional way. Happy to know offset/match, it's way better than Vlookup!

Apr 16, 2021

JM
Jake Mix

Ecom Specialist, Fellow

Katie and the Recalc Team are awesome! Katie was extremely knowledgable, and has an awesome ability to break things down so it's easy to understand for beginners. That's not to say that this was for beginners. Our class had a mix of Novices and Experts, and I think everyone came away learning a bunch of new tricks!

Apr 16, 2021

Hailie Stevens
Hailie Stevens

Store Lead, Fellow

I was SUCH an Excel newbie before taking this course, I barely knew how to remove the gridlines from a sheet. Now, I can confidently carry out semi-complex formulas in a functional manner, create forecast sheets with ease, and utilize tools such as pivot tables and offset/match. This class was everything I needed and more without being overwhelming at all, and I truly felt I could ask any question and it would be answered thoroughly and promptly!

Apr 16, 2021

JS
John Springer

Sr. Technical Program Manager, Fellow Products

"Just wow". I feel like that was said by me, and many of my coworkers during each of the sessions with Katie. Katie's progressive approach to teaching this class was fantastic. You start with the 'fundamentals' and then really jump into some creative things with spreadsheets. Also, Katie made sure to address everyone's questions or a need to revisit something to ensure everyone stayed on track. If you're looking to just get slightly better at Excel or be a pro, definitely consider working with Katie/Recalc.

Apr 19, 2021

David Edwards
David Edwards

Director of Talent and HR, Envision Education

Katie is a great instructor! She is kind, and patient, but also efficient with the use of the time. There was opportunity for class participation, and she worked to make sure that everyone could understand the material. When I was falling behind, she took the time to catch me up. I would recommend anyone take the course, no matter your skill level. I guarantee you will learn something to make your work life better.

May 24, 2021

K
Kat

Fellow

This class brought so many "a-ha!" moments to the team, which was delightful to watch in real time! Katie was somehow able to turn an Excel class into what felt like community building workshop. We were all learning together and having a surprisingly fun time doing so. Thanks, Katie!

Apr 17, 2021

AZ
Alec Zawacki

Financial Analyst @ Philz Coffee

I completed the Business Analysis course and enjoyed every minute of it! Katie has a deep understanding of how Excel works on all platforms and does a phenomenal job breaking down lessons into digestible content. No matter the skill level, a great course to keep improving on all aspects of Excel

Apr 19, 2021

Samuel Blackman
Samuel Blackman

Founder & CMO, Day one Biopharmaceuticals

As a physician-scientist, I was always jealous of Excel skills my finance colleagues had. Recalc training was a fantastic way for me to learn how to use this important tool.

May 31, 2021

JN
Jenny Nguyen

Finance Manager, Terralogic

This is a great course. The trainer demonstrates an expert knowledge of the subject and could explain the complicated formulas in a simple way that everybody could understand and apply it to their real work. After taking the course, I’ve now become a pro at using Excel shortcuts. That helps me optimize data analysis, limit information processing manually and avoid using my mouse.

May 31, 2021

Amanda Pietsch
Amanda Pietsch

People Operations Coordinator, Philz Coffee

The courses I took with Katie have been integral to my professional growth. My work is more streamlined, accurate and enjoyable! Katie's relaxed and engaging teaching style made it easy for me to learn and practice with my peers. I would recommend these classes to spreadsheet novices and seasoned number crunchers.

May 31, 2021

LT
Lauren Tanner

Director, Clover

Just one session with Recalc made an impact! The preparation materials sent in advance, the organized coursework done in collaboration with the teacher during the class, and the follow up tips made it easy to progress my learning. I took the free introductory class to explore their offerings and now I am a believer. If I feel I learned this much in one class, I can't imagine what can be accomplished with a full course.

May 31, 2021

Erin Tucker
Erin Tucker

Treasurer, Katerra

I consider my Excel skills to be very strong but after attending the Recalc Academy sessions, I quickly realized I was stuck in my own Excel rut. Katie Fifer was able to show me ways to become more efficient and faster within the first 10 minutes of the first session. Katie also presents the activities in a meaningful way that I could apply to my everyday Excel activities. I highly recommend Recalc Academy for all users at any level. The benefits of the sessions are well worth the time and it was actually fun to learn and apply new methods to my work. Katie's training absolutely up'd my Excel game!

Apr 26, 2021

SS
Siri Smith

Real Estate Investment Associate

Recalc Academy is a great way to advance your skills. In my role, I use Excel everyday but Recalc’s approach helped me cut hours off my work. Katie pushes you to think critically and learn a better way to model.

May 31, 2021

Annie Elfar
Annie Elfar

Partnerships Manager, Grand Rounds Health

I recently participated in Recalc Academy's Spreadsheet Fundamentals course, and I highly, highly recommend it to anyone looking to learn practical Excel/Sheets skills that you can use immediately. This is not your average Excel course! Katie will teach you formulas and skills that are highly applicable to almost anything you might do in Excel/Sheets. Thanks to this course, I've become much more confident and effective in analyzing large data sets. I feel a little bit like a wizard. Katie is an incredible teacher: clear and approachable, with a knack for knowing when someone needs help. She is incredibly generous with her time, offering 1:1 sessions outside of class to help students practice and apply the material. If you take this course, you will come away knowing more than the vast majority of people who use Excel/Sheets in their jobs everyday. Run, don't walk!

Apr 19, 2021

Megan Kennedy
Megan Kennedy

VP, Financial Integration, Warren Equity Partners

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.

May 31, 2021

KS
Kevin Sullivan

CFO, Sullivan Solutions

Recalc Academy has a unique offering of Excel training. The courses are taught by those who have experience not only in Excel but in business as well.

Katie from Recalc Academy does an outstanding job leading the class. She continually engages the class as she walks you through the lesson. Katie gives real life examples and encourages you to participate by asking probing questions.

Katie also offers up follow up sessions to see if you have any questions or need any support on what was taught in class and/or any other Excel questions you may have.

I have implemented several concepts and ideas that l learned from Katie with my other clients.

Thank you for a wonderful experience.

May 31, 2021

Renil Komitla
Renil Komitla

CEO, Terralogic

The lessons from Recalc Academy training are clearly saving our finance team time. We are planning to expand the training to other teams.

May 31, 2021

Anna Marie Wagner
Anna Marie Wagner

CFO and SVP - Corporate Development, Ginkgo Bioworks

Coming from private equity into a corporate leadership role I could immediately see the value in Recalc training. And our team could too - over 75 team members signed up.

May 31, 2021

Carolyn Frey
Carolyn Frey

Chief People Officer, Philz Coffee

Our team members love Recalc training. It has become a favorite part of our ongoing professional development.

May 31, 2021

AA
Amazon Analyst

FP&A

I took Recalc’s Modeling Bootcamp to help me prepare for my private equity interviews. I finished the classes feeling more capable and confident to go through the process and eventually join a deal team.

May 31, 2021

Nick Deierlein
Nick Deierlein

Customer Experience Lead

I highly recommend this course for beginners or those already familiar with spreadsheets. I already knew some Excel basics, but this really helped me pick up the speed and become more efficient.

Apr 19, 2021

Maile Lesica
Maile Lesica

COO, Fellow

The Recalc Academy course is the single most popular perk we've offered. I can't tell you how many thank you's I've gotten, all for offering a course that actually helps them perform better! It's a win win. The incredible thing about this series of classes is that Katie teaches in an extremely practical way. After every class I'd receive notes that something Katie taught the week prior helped them do XYZ better the following week. Fellow is a small company with a tiny training budget. Breaking the budget to offer this course is the best business decision I've made this year.

Apr 16, 2021

T
Trevor

Analyst, Qualia

The trainings provided an instant benefit to our productivity! Having more excel-literate people across the business drastically reduces productivity bottlenecks and frees up analyst time for more advanced projects.

Jun 7, 2021

linkedin

Jun 10, 2021

linkedin

Jun 24, 2021

BG
Brandon Garcilazo

CFO & COO, Carolina Center for ABA and Autism Treatment

The Recalc Academy Spreadsheet Fundamentals course gave our team the knowledge and confidence to better utilize Excel in both clinical and operations roles. The content was engaging and relevant, and the instructors did an outstanding job at making new concepts relatable and approachable.

Aug 18, 2021

KP
Karan Pahwa

Product Manager, Whiterabbit.ai

The Recalc team did an amazing job throughout the whole training. They were prompt with sending the required material, on time with the trainings and went above & beyond to offer additional help.

Aug 24, 2021

Scott Gustlin
Scott Gustlin

VP Resware Operations - Qualia.

The courses I took with Recalc are likely among the best I have ever taken - and I have taken (and given) quite a few. I am an absolute Net Promoter for Recalc and Katie.

Oct 26, 2021

linkedin

Nov 1, 2021

linkedin

Nov 1, 2021

linkedin

Nov 1, 2021

linkedin

Nov 1, 2021

SH
Sarah Herringer
Recalc's Forecasting & Modeling Course gave me a great refresher on accounting principals and provided the foundation that I needed to understand how an LBO model is built. The recorded classes and optional office hours helped me feel confident that I'd have the support I needed to understand the course concepts.

Nov 5, 2021

Ashley Saenz
Ashley Saenz

Student at University of Houston

Never thought I could learn and understand so much within a short time period! The Recalc Finance Fundamentals course definitely proved me wrong. I feel more comfortable looking at and evaluating financial documents in comparison to how I felt before taking this course. Thank you!

Nov 4, 2021

linkedin

Nov 8, 2021

linkedin

Mar 8, 2022

linkedin

Apr 9, 2022

Tobenna Ikejiani
Tobenna Ikejiani
google
Amazing company! They have GREAT training and taught me so much about private equity.

Rafael
Rafael
I had the opportunity to take the spreadsheet fundamentals class a few weeks before undergrad recruiting went full-speed and was able to kill it in one of my Excel tests at a credit hedge fund. I had to do complete a data clean-up book and another one for working capital calculations with x-lookup applications under 30 minutes. Needless to say, I progressed to the next round following the test and eventually got an offer. Don't think the story would be the same without having taken the course hahaha.

May 12, 2022

AG
Albert Groshenko

I studied for IB and PE interviews on my own, and through that process increased my understanding of accounting and modeling, but I still felt like there were gaps in my knowledge. Taking Recalc courses bridged those gaps and prepared me for my upcoming interviews. Recalc courses were interactive and easy to digest and follow. Instructors would always stay after class to answer any questions I had and ensure that the material covered was understood. I wish I had known about these courses earlier. Shout out to Suzanne and Katie -- you are the best!

May 13, 2022

linkedin

Jun 3, 2022

linkedin

Jun 8, 2022

Pericles Gadri
Pericles Gadri

I joined the three-day training on excel fundamentals and business analysis with Recalc, and the course helped me to quickly learn useful, relevant skills that I could apply to my academic work, and to getting ready for roles in Investment Banking. I highly recommend it.

Jun 8, 2022

JV
Janie Viehman

Demand Generation Manager at Qualia

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.

Jun 27, 2022

Taylor
Taylor

Operations Associate

I learned a lot from the Business Fundamentals course about how to make my day-to-day spreadsheet work more efficient & clean. In office hours with Suzanne, I was able to bring real-life problems to the table and she worked with me to come up with solutions that met my team's needs. I would highly recommend Recalc!

Jul 1, 2022

Simon Zhang
Simon Zhang
Recalc is perhaps the best platform to learn practical skills in both spreadsheets and financial analysis. Katie is an exceptional teacher who is patient yet encourages students to think critically about the "why" and "how" in addition to the "what."

Dec 19, 2022

RT
Rita Tu

Suzanne did a great job on explaining how shortcuts and functions and formulas work. Moreover, she taught us how to think logically while writing the very first excel formula so we can easily drag and apply it to other columns and rows with minimum modifications. As a person who had a due diligence internship experience before, I can say that this class is very useful.

Feb 13, 2023

PS
Prem Prasad Sitaula

Student @ St. Joseph's University New York

After taking this course, my perception of looking at the three statements of a company has changed. Before taking this course, I used to simply look at the revenue, profit or cash. But now, I have become an active reader while looking at these statements. I am always asking questions like "So What?" "What is this implying?" "Can I project what will happen next with these informations?" "What does this mean in larger context?" etc. My overall way of looking at business has broadened.

Feb 14, 2023

JG
Jazelle Garcia

Undergrad Student at the University of Houston

Recalc Academy helped me grow in Excel tremendously! I've learned so many new things, from features to shortcuts that is super useful when simplifying data. I highly recommend taking these Excel fundamentals if you are looking to expand your knowledge in this department!

Mar 22, 2023

Eyal Tsour
Eyal Tsour

Director, Financial Planning & Analysis at Momentus Technologies

I highly recommend Recalc Academy as they are a fantastic learning platform for both excel and financial analysis skills. I truly appreciate the time Katie and Suzanne spent explaining modeling, excel shortcuts and finance fundamentals. They were kind, thorough, detailed and always happy to help if there were any questions or real-life cases. The courses have been a game changer for us at Momentus. Our ability to think outside the box and to use the right formulas, data structures and shortcuts have helped cut down time on a lot of our modeling tasks.

May 11, 2023

CB
Connor O'Brien

Student - The University of Akron

I was fortunate enough to take four courses with Recalc, with three focused on Excel and one focused on finance fundamentals. To say these courses were helpful is an understatement, as I gained a large amount of knowledge that was instantaneously useful in my academic and professional career. The world of finance and Excel can be daunting and complicated at times, but Suzanne and Katie were able to break down these topics in such a simple manner. I highly recommend Recalc to anyone still honing in on their Excel and/or finance skills!

May 19, 2023

Daniel Zhao
Daniel Zhao

I took the Business Analysis course a few months ago, and it helped me so much! The explanations were succinct and in-depth enough for someone without finance experience at the time to understand. However, what I found most valuable was the granular ways of thinking that you typically wouldn't receive in a finance class. This helped me with modeling and valuation at my internship this summer - without it I think I'd be pretty lost.

Jul 22, 2023

BM
Brisa Del Mar Ramirez-Meza
I recently took Recalc's Business Analysis course and have been immediately able to implement the approach/formulas for data cuts on a couple of live deals I am working on - especially the cohort analysis. The class was SOO helpful!

Oct 11, 2023

Keith Tito
Keith Tito
Took an Excel Fundamentals course and it was an insightful and helpful experience. Highly recommend all who get the opportunity to take the next step of your career with Recalc.

Oct 16, 2023

Ray Acosta
Ray Acosta
Katie and Suzanne are the best instructors! They both take the time to thoroughly explain the topics and make sure everyone is on the same page. If you want in-depth training on financial analysis and anything pertaining to excel, Recalc Academy is the resource to use!

Nov 2, 2023

M
Matyas
I recently attended the Software Analysis course at Recalc, and it exceeded my expectations. The course provided practical insights into software analysis within the context of private equity, equipping me with valuable skills for investment decision-making.

Apr 5, 2024

Hannah Song
Hannah Song

Freshman at Carnegie Mellon University

My experience with Recalc and Katie has been phenomenal, from clear and engaging lessons, extremely useful and applicable content, and options to reach out with questions or requests to check work on demand. I highly recommend to any self-driven, intellectually-curious, and career-driven student to take lessons with Recalc. I know that the skills I'm learning here will serve as an essential foundation for my career journey into finance.

Apr 17, 2024

Daman Bhalla
Daman Bhalla
Every Recalc class is taught with passion and a genuine desire to help individuals. The lessons are delivered clearly, with each session offering real-world applications. Katie and Suzanne are both incredibly talented and generous, always willing to support others. I would more than recommend every Recalc course to those interested!

Nov 11, 2024

Diego Arturo Achon
Diego Arturo Achon

Florida International University

Recalc was such an amazing experience! It really had something to offer for anyone, whether you're new or have some knowledge. I really loved learning from Katie, her insights and ways of teaching helped broaden my perspective so new things made sense and old things clicked. This has definitely made me more excited to continue learning and build even more context!

Jan 23, 2025

Loic Anagho
Loic Anagho

FinTech Regulatory Compliance

Suzanne Corley and the entire Recalc Academy team have exceeded my expectations with their incredible and easy-to-understand training in spreadsheets. I found the pace of the live training compelling to follow along with the multiple opportunities to practice. Additionally, the small size of the live training made it insightful and comfortable to engage with Suzanne all along the course.

Jan 22, 2025

Anthony Do
Anthony Do

Student @ Vanderbilt University

Highly recommend the Finance Fundamentals Course! Katie is an amazing instructor she starts with the fundamentals and then progresses to more complex concepts throughout the course. I've never had an instructor who guides us through lessons as well as Katie. She answers all questions and makes sure that you aren't left behind. I recommend Recalc to people at any level of proficiency.

Jan 23, 2025

Jimmy Pang
Jimmy Pang

Student at UC Irvine

Recalc and Suzanne did an amazing job explaining all concepts in extreme details, Suzanne even remembers all the shortcuts in Windows AND Mac, how crazy is that!? I have learned a ton of practical Excel skills and will bring those skills to my everyday work. Greatful for the lessons and sincerely appreciate everyone's time at Recalc!

Mar 25, 2025

AR
Alicia Roberts

Strategic Account Manager, Retail

Katie is extremely knowledgable in all things excel. She was able to tailor the class to accommodate a large group with varying skill levels. She started from the basics and drilled home the importance of not being reliant on your mouse by learning short cut keys (so much more efficient!). I walked away from this course with the knowledge to download a data set, edit the data, and summary key findings in a professional way. Happy to know offset/match, it's way better than Vlookup!

Apr 16, 2021

JM
Jake Mix

Ecom Specialist, Fellow

Katie and the Recalc Team are awesome! Katie was extremely knowledgable, and has an awesome ability to break things down so it's easy to understand for beginners. That's not to say that this was for beginners. Our class had a mix of Novices and Experts, and I think everyone came away learning a bunch of new tricks!

Apr 16, 2021

Hailie Stevens
Hailie Stevens

Store Lead, Fellow

I was SUCH an Excel newbie before taking this course, I barely knew how to remove the gridlines from a sheet. Now, I can confidently carry out semi-complex formulas in a functional manner, create forecast sheets with ease, and utilize tools such as pivot tables and offset/match. This class was everything I needed and more without being overwhelming at all, and I truly felt I could ask any question and it would be answered thoroughly and promptly!

Apr 16, 2021

JS
John Springer

Sr. Technical Program Manager, Fellow Products

"Just wow". I feel like that was said by me, and many of my coworkers during each of the sessions with Katie. Katie's progressive approach to teaching this class was fantastic. You start with the 'fundamentals' and then really jump into some creative things with spreadsheets. Also, Katie made sure to address everyone's questions or a need to revisit something to ensure everyone stayed on track. If you're looking to just get slightly better at Excel or be a pro, definitely consider working with Katie/Recalc.

Apr 19, 2021

David Edwards
David Edwards

Director of Talent and HR, Envision Education

Katie is a great instructor! She is kind, and patient, but also efficient with the use of the time. There was opportunity for class participation, and she worked to make sure that everyone could understand the material. When I was falling behind, she took the time to catch me up. I would recommend anyone take the course, no matter your skill level. I guarantee you will learn something to make your work life better.

May 24, 2021

K
Kat

Fellow

This class brought so many "a-ha!" moments to the team, which was delightful to watch in real time! Katie was somehow able to turn an Excel class into what felt like community building workshop. We were all learning together and having a surprisingly fun time doing so. Thanks, Katie!

Apr 17, 2021

AZ
Alec Zawacki

Financial Analyst @ Philz Coffee

I completed the Business Analysis course and enjoyed every minute of it! Katie has a deep understanding of how Excel works on all platforms and does a phenomenal job breaking down lessons into digestible content. No matter the skill level, a great course to keep improving on all aspects of Excel

Apr 19, 2021

Samuel Blackman
Samuel Blackman

Founder & CMO, Day one Biopharmaceuticals

As a physician-scientist, I was always jealous of Excel skills my finance colleagues had. Recalc training was a fantastic way for me to learn how to use this important tool.

May 31, 2021

JN
Jenny Nguyen

Finance Manager, Terralogic

This is a great course. The trainer demonstrates an expert knowledge of the subject and could explain the complicated formulas in a simple way that everybody could understand and apply it to their real work. After taking the course, I’ve now become a pro at using Excel shortcuts. That helps me optimize data analysis, limit information processing manually and avoid using my mouse.

May 31, 2021

Amanda Pietsch
Amanda Pietsch

People Operations Coordinator, Philz Coffee

The courses I took with Katie have been integral to my professional growth. My work is more streamlined, accurate and enjoyable! Katie's relaxed and engaging teaching style made it easy for me to learn and practice with my peers. I would recommend these classes to spreadsheet novices and seasoned number crunchers.

May 31, 2021