Formulas and definitions
Finance topic cheat sheets
Review a formula, the usual pitfall and an interview prompt for any topic.
76 topics
- Build a balance sheetBasic Accounting
- Price elasticityEconomics
- Expected valueBusiness Statistics
- Net present valueFinancial Management
- Break-even volumeCost Accounting
- Profit versus cashFinancial Statement Analysis
- Marginal and effective taxDirect Taxation
- DiversificationSecurity Analysis and Portfolio Management
- Price a bondFixed Income Markets
- Call option payoffDerivative Markets
- Real returnsWealth Management
- AnchoringBehavioral Finance
- Hedge a currency payableFinancial Risk Management
- Value at riskRisk Analytics
- Build a DCFFinancial Modeling
- Enterprise and equity valueBusiness Valuation
- Model a leveraged buyoutPrivate Equity
- Value acquisition synergiesMergers and Acquisitions
- Trading comparablesInvestment Banking
- Debt service coverageAdvanced Project Finance Structuring
- Expected credit lossCommercial Banking
- Payments reconciliationDigital Transformation in Financial Services
- Replicate a derivative payoffFinancial Engineering and Analytics
- Interpret carbon intensityESG and Sustainable Finance
- Earned, billed and collectedBasic Accounting
- Find market equilibriumEconomics
- Bayes and default flagsBusiness Statistics
- Estimate the cost of capitalFinancial Management
- Diagnose return on equityFinancial Statement Analysis
- Estimate bond rate sensitivityFixed Income Markets
- From beta to required returnSecurity Analysis and Portfolio Management
- Model debt paydown and exit equityPrivate Equity
- Size debt service to a covenantAdvanced Project Finance Structuring
- Explain deferred tax timingDirect Taxation
- Check the base rate before reactingBehavioral Finance
- Translate a stress scenario into lossFinancial Risk Management
- Backtest a VaR modelRisk Analytics
- Calculate EPS accretion and dilutionMergers and Acquisitions
- Separate primary and secondary IPO proceedsInvestment Banking
- Measure payment funnel economicsDigital Transformation in Financial Services
- Price a call in a two-state treeFinancial Engineering and Analytics
- Make or buy a componentCost Accounting
- Measure the cash conversion cycleFinancial Management
- Bridge operating profit to free cash flowFinancial Modeling
- Stress-test terminal valueBusiness Valuation
- Protect a share position with a putDerivative Markets
- Model compound growthWealth Management
- Read a bank’s net interest marginCommercial Banking
- Read a regression slopeBusiness Statistics
- Price a sustainability-linked coupon stepESG and Sustainable Finance
- Post journals and a trial balanceBasic Accounting
- Build an income statementBasic Accounting
- Reconcile inventory and cost of salesBasic Accounting
- Separate depreciation and capexBasic Accounting
- Link the three financial statementsBasic Accounting
- Build an indirect cash flow bridgeFinancial Statement Analysis
- Read a receivables ageing scheduleFinancial Statement Analysis
- Model inventory and supplier daysFinancial Management
- Explain a margin changeFinancial Statement Analysis
- Assess earnings qualityFinancial Statement Analysis
- Forecast revenue and operating marginFinancial Modeling
- Forecast reinvestment needsFinancial Modeling
- Bridge FCFF to FCFEFinancial Modeling
- Value a base and downside caseBusiness Valuation
- Read a borrower’s financial statementsCommercial Banking
- Build a debt and liquidity scheduleCommercial Banking
- Measure covenant headroomCommercial Banking
- Interpret asset quality and provisionsCommercial Banking
- Read a yield curve and credit spreadFixed Income Markets
- Stress a bond portfolioFixed Income Markets
- Size a forward hedgeDerivative Markets
- Explain delta and gammaDerivative Markets
- Build a price and volume bridgeFinancial Management
- Build a rolling driver forecastFinancial Management
- Reconcile the closing priceMergers and Acquisitions
- Value integration savingsMergers and Acquisitions