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Based on the most helpful WSO content, here’s what you can expect for a modeling test and Superday for a senior analyst role in FP&A at a firm like Brookfield:

1. Excel Modeling Test:

  • Focus Areas:
    • Building a financial model from scratch or working with a partially completed one.
    • Tasks may include creating a 3-statement model, DCF analysis, or sensitivity analysis.
    • You might be asked to analyze a set of financial data and provide insights or recommendations.
  • Key Skills to Demonstrate:
    • Strong Excel proficiency (e.g., formulas, pivot tables, and shortcuts).
    • Ability to work quickly and accurately under time constraints.
    • Clear presentation of outputs (e.g., clean formatting, logical flow).

2. Superday Insights:

  • Interviews:
    • Expect behavioral questions to assess cultural fit and teamwork skills.
    • Technical questions related to FP&A, such as budgeting, forecasting, and variance analysis.
    • Case studies or scenario-based questions to evaluate problem-solving and strategic thinking.
  • Preparation Tips:
    • Be ready to discuss your experience with financial modeling, working with large datasets, and presenting findings to senior management.
    • Highlight your ability to collaborate across departments, as FP&A often involves cross-functional work.
    • Brush up on Brookfield’s portfolio and recent deals to show your understanding of their business.

3. General Advice:

  • Practice building and analyzing financial models under time pressure.
  • Review common FP&A metrics and KPIs, as well as how they tie into broader business strategy.
  • Prepare concise, structured answers for behavioral questions, using the STAR method (Situation, Task, Action, Result).

Good luck with your final round! If you need more specific prep tips, feel free to ask.

Sources: Makena Capital, Finance Career Path & List, Evercore lateral interview: what to expect in terms of questions and modeling test?, Interview at CBRE and have to take test, advice?, Q&A: Senior Financial Analyst of FP&A at PE Owned Healthcare Company

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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