Finance Terminology Introduction

Luis Romero

Romero Mentoring Finance Terminology introduction. Learn accounting and financial statement analysis like a professional.

Accounting Basics Explained

This brief accounting introduction provides a simple explanation of accounting. Anyone looking to enter finance or the business world should know accounting. What is accounting? Accounting is the language of business that follows Generally Accepted Accounting Principles (GAAP). We explain the users of accounting statements and the basic financial statements.

Analyzing an Income Statement Explained

Learn how to analyze an income statement from a financial analyst perspective. We give you a step by step process on how you can analyze an income statement just like a professional. Steps to Analyzing and Income Statement: 1. Review company growth rates 2. Understand company profitability/margins 3. Apply comparable analysis

Balance Sheet Explained

Learn how to read and analyze a balance sheet from a financial analyst perspective. We give you a step by step process on how you can analyze a balance sheet just like a professional. Parts of Analyzing a Balance Sheet: – Calculate working capital – Perform acid test and quick ratio – Calculate working capital turnover days What is a balance sheet? A balance sheet is a summary or representation of a company’s assets, liabilities and stockholder’s equity

Cash Flow Statement Explained

Learn how to read and analyze a cash flow statement from a financial analyst perspective. We give you a step by step process on how you can analyze a cash flow statement just like a professional. Parts of a Cash Flow Statement: – Cash flow from operating activities – Cash flow from investing activities – Cash flow from financing activities – Calculating free cash flow What is a cash flow statement? A cash flow statement is a company’s measure of changes in the business cash inflows and outflows during a reporting period.

Strategic Consideration – What Investment Bankers Do

What do Investment Bankers do? Learn the role of an investment banker and the process of formulating strategic advice for corporate clients. This includes raising equity or debt, mergers & acquisitions, recapitalization, and much more.

  • Investment banking
  • Advising corporate clients
  • Raising equity or debt
  • Mergers & acquisitions
  • Recapitalization

Romero Mentoring Platform

Our Story

Luis Romero, founder of Romero Mentoring, spent five years developing an analyst training program that he wishes he had when he was in college – especially one that gave him access to a complete training and finance internship experience that could advance his career. Since no opportunity like this existed to him at the time, Luis went through a stressful recruiting process like so many others have. He successfully landed a full-time job offer upon graduation and worked as an M&A analyst at Credit Suisse in NYC for two years. He then moved to the buy-side as a junior trader and analyst. After gaining experience there, he created his own fund, Romero Capital, and later become an instructor in financial modeling and valuation. After working with hundreds of professionals and analysts, Luis became committed to creating his own mentoring program because he understood the crucial need for a hands-on, personal experience in the competitive world of finance.

About the Author

Luis Romero

Luis has a passion for teaching and developing talent. He has over 15,000 mentoring and training hours working with over 700 students and professionals starting their careers. He has over a decade of professional experience as founder of Romero Mentoring, Investment Banking at Credit Suisse, Instructor at the New York School of Finance, Principal of Romero Capital, and Analyst at Seven Points Capital. He holds a B.B.A. in Finance with a minor in Philosophy from the City University of New York, Baruch College, Zicklin School of Business. Luis grew up in the Bronx and was born in the Dominican Republic.