Which functions in Excel do people in corporate finance use most often?
How can someone best prepare themselves in Excel for a corporate finance role?
Trending Content - Corporate Finance, Development and Strategy Forum
Career Resources
Career Advancement Opportunities
October 2026 Investment Banking
-
Evercore 01 99.5%
-
Moelis & Company 01 98.9%
-
JPMorgan 01 98.4%
-
Morgan Stanley 07 97.9%
-
Guggenheim Partners 01 97.4%
Overall Employee Satisfaction
October 2026 Investment Banking
-
Moelis & Company No 99.5%
-
Morgan Stanley 02 98.9%
-
Evercore 01 98.4%
-
Banco Santander 02 97.9%
-
BMO Capital Markets 12 97.4%
Professional Growth Opportunities
October 2026 Investment Banking
-
Evercore 01 99.5%
-
Moelis & Company 01 98.9%
-
Morgan Stanley 05 98.4%
-
Goldman Sachs 01 97.9%
-
JPMorgan No 97.4%
Total Avg Compensation
October 2026 Investment Banking
-
Vice President (16) $429
-
Associates (56) $261
-
3rd+ Year Analyst (8) $210
-
2nd Year Analyst (28) $184
-
Intern/Summer Associate (16) $161
-
1st Year Analyst (84) $151
-
Intern/Summer Analyst (76) $101
16 IB Interviews Notes
“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”
Leaderboard
| 1 |  |
99.2 |
| 2 | |
99.0 |
| 3 | |
99.0 |
| 4 | |
99.0 |
| 5 |  |
98.9 |
| 6 |  |
98.9 |
| 7 | |
98.9 |
| 8 | |
98.9 |
| 9 | |
98.9 |
| 10 | |
98.8 |
From 10 rejections to 1 dream investment banking internship
“... I believe it was the single biggest reason why I ended up with an offer...”
I mean you should know how to use Excel but I'm sure each company has its differences. You probably shouldn't worry about anything specific until you start your training.
I'm at a F50 in a CF role and we are heavy excel users. I can't imagine that any CF role would have limited exposure to Excel. Most of the people in my group are ex-bankers and consultants with pretty advanced excel skills. The average banking model is a joke compared to some of our projection models.
Just open up excel and get after it if you really want to get ahead.
In addition to what kingtut said I would try to become familiar with Essbase.
DSUM, VLookup, SumIF and know the Name Manager. Most reporting software out there will export or run to excel.
Est in beatae velit facere vero minima optio. Ad pariatur vel molestiae perspiciatis dicta.
Aliquam aut atque quae officia vitae quisquam. Ea omnis expedita hic debitis.
Aut harum deleniti est perspiciatis ipsa nam tempora. Molestiae mollitia maxime sunt quo.
Magni error eius sapiente dolores pariatur quos. Corrupti iure tenetur vel delectus qui animi aliquid. Facere qui deserunt blanditiis expedita aut ut ipsum. Et et repudiandae dolorem voluptas sunt nemo consectetur. Ipsum et ea non est maxime et aspernatur.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...