Financial Modeling Assessment Test Interview Preparation

I have a live (WebEx) interview coming up with a SaaS company in which I will be required to create a financial model from scratch. I want to brush up on my modeling skills when working from scratch (evaluating appropriate assumptions, outlining said assumptions in a model, working through to the most relevant answer) and was hoping for some pointers on best resources or general advice.

I plan on utilizing the WSO models for practice, as well as general brush up on three-financial-statement modeling and the like. Would just like more practice, so any and all advice would be much appreciated!

5,756 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“I think that Michael was a great mentor. He was on time which is think is a very important thing when you are in business. He talked about my career paths and how to differentiate myself from other people. He also explained to me about Bloomberg and how I can utilize that to get more contacts. He was very kind, he offered to help me with drafting up emails to send to people and he even offered to look at my resume when it was completed. He said the big thing in networking is to contact the person you want to contact and then talk about their live deals and connect it with your real estate deals. He was excellent!”

Class of '28 Jul 2026 Cohort

5.00/5

Investment Banking Mock Interview

“Julius was one of the best mentors I have worked with so far. The interview was very well structured, realistic and genuinely challenging, which made the session extremely valuable. I especially appreciated the way he asked follow-up questions and pushed me to think more deeply rather than simply accepting the first answer. His feedback was clear, practical and specific, and he explained how I could improve both my answers and the way I communicate them. I really enjoyed the session and would definitely be happy to work with him again.”

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Financial Modeling Assessment Test Interview Preparation

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Financial Modeling Assessment Test Interview Preparation

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