I was asked to send over a financial model I have worked on in advance of a final round of a lateral interview. Should I paste values and just send over the tabs with BS, IS and CF statements? There is a ton of highly sensitive backup information on the other tabs that is driving the numbers in the three statements (billings, recuring rev, deferred rev, accrued expenses, etc.). There are customer names, product descriptions, etc on these other tabs and although I could redact the names, I feel uncomfortable sending this over. What is the standard for this?
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I would change the customer names to #s and then randomint all the cells that drive the statements and copy/paste values over them. Make a footnote or two stating what you did.
So I am confused, you would first change the customer names and paste values throughout? so the potential employer can go through the model but it will all be values and not linked. Is that the recommendation? Thanks for the insight.
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