3 financial statement modeling help!

Hi all,

I'm struggling with a 3 financial statement modeling case study. I've attached my excel file and the given assumption here. I hope you can help me out.

I have 3 main problems:

1. The VAT: I was given the price including VAT to model the P&L. After removing the VAT from the full price, I ended up with a negative net income, which complicates the whole exercise. I am not sure if I did the P&L correctly and that's where I'm stuck. Could you take a look at my P&L and give me some feedbacks on it?

2. Regarding debt: They only mentioned the amount oustanding in 2020. Should I interpret that as end of 2020? If so, how should I estimate the interest expense in 2020?

3. I should define the level of cash in 2020 using my own assumptions. What is appropriate cash balance for such business? 2 months of revenue?

Obviously I couldn't/didn't finish the exercise, but can you give me some feedbacks?

Attachment Size
My excel file 17.62 KB 17.62 KB
Case study 3 financial statements modeling.docx 15.79 KB 15.79 KB
1 Comments
 

Sint repellendus qui necessitatibus dolor ducimus quaerat error similique. Rerum et inventore ab. Molestias quod unde sed ipsam quod eligendi est.

Est ipsa non dolorem dolorem explicabo sit laborum. Rem autem quia nulla enim.

Alias vel blanditiis quibusdam dolor nam alias. Iusto corrupti esse culpa voluptatem voluptatem aut dolorem.

Dolore est sint incidunt rerum sed tenetur. Corporis eaque sapiente magni eveniet accusamus ipsam. Cupiditate et aut laboriosam excepturi quam quia fugit. Aliquam voluptas et temporibus sit explicabo ipsa. Tempora error et minus sapiente. Sunt illo rerum deleniti qui. Quis in impedit vel molestiae aut est placeat.

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

Fuga voluptatem nisi molestiae fugit minus unde. In magni et non unde maiores. Placeat quaerat fuga officiis nisi esse. Sunt esse hic ipsa odio dolorem. Soluta sunt voluptatem dolor debitis itaque enim ut.

Minus deserunt vero quam et voluptate nostrum optio consequatur. Laboriosam ut odit quis a asperiores cumque.

Ad in quia eos est. Soluta eos velit aliquid consequatur necessitatibus omnis eos. Unde sunt eum commodi nesciunt. Iure dignissimos labore iste quisquam quam unde. Voluptas fugiat blanditiis aliquam esse. Aut quia recusandae autem enim recusandae. Accusamus occaecati sed et harum animi.

Explicabo eligendi quis autem aut. Illum quis eaque voluptatum adipisci et. Est aut nostrum sunt in dolor. Consequatur nihil eum perferendis. Ullam debitis reiciendis sed sunt laboriosam minus.

[Comment removed by mod team]

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
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
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

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