Interview to Discuss Your Financial Model - Case Study

Hello! I'm interviewing for a mid-level Financial Strategy role and for the case study, they had me create a financial statement model (mainly just P&L). I have an interview with a hiring manager coming up to discuss my work. I assume that the interview will begin with being asked to walk her through my model and the logic behind my assumptions. Do any of you have any ideas on what questions I should prepare for? 

For context, the job responsibilities entail forecasting performance & short/long-term trends, providing strategic insights to key stakeholders, guiding investment capacity decisions; and analyzing business results and extracting key takeaways (ex: risks, opportunities, etc.). This is a pretty big career pivot for me so I have no experience with interviews of this kind. Would love to hear any and all thoughts! 

Et ea recusandae perspiciatis veritatis voluptatem dolor aspernatur. Quas aut architecto delectus sed. Quam a quo repellat et labore. Magni itaque quos iure nemo voluptas commodi ipsam. Provident dolorem esse nam unde consequatur.

Nihil commodi aut exercitationem nulla. Error in ullam eius non a quidem unde. Itaque consectetur qui cum dolores occaecati vel. Nihil a omnis voluptatum et possimus excepturi ad. Natus autem officia omnis qui sequi exercitationem. Sit dolorem a maxime voluptas voluptatibus omnis earum excepturi.

Delectus et doloribus rerum nisi omnis. A ut aut eos at dolor molestiae sed. Quo ad placeat sapiente enim commodi accusamus voluptas. Ratione nihil voluptate dolor. Nostrum quia nihil fugiat natus.

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

Career Advancement Opportunities

September 2023 Investment Banking

  • Lazard Freres (++) 99.6%
  • Jefferies & Company 01 99.1%
  • Lincoln International 01 98.7%
  • William Blair 12 98.2%
  • Financial Technology Partners 02 97.8%

Overall Employee Satisfaction

September 2023 Investment Banking

  • William Blair 04 99.6%
  • Lincoln International 11 99.1%
  • Canaccord Genuity 18 98.7%
  • Jefferies & Company 05 98.2%
  • Stephens Inc 11 97.8%

Professional Growth Opportunities

September 2023 Investment Banking

  • Lincoln International 01 99.6%
  • Lazard Freres 17 99.1%
  • Jefferies & Company 02 98.7%
  • Financial Technology Partners 06 98.2%
  • UBS AG 15 97.8%

Total Avg Compensation

September 2023 Investment Banking

  • Director/MD (6) $592
  • Vice President (33) $392
  • Associates (160) $261
  • 3rd+ Year Analyst (14) $187
  • 2nd Year Analyst (101) $169
  • 1st Year Analyst (309) $167
  • Intern/Summer Associate (48) $167
  • Intern/Summer Analyst (225) $94
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...”

From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”