How Do I Study for Finance Excel Tests?

I have been on several finance interviews where I have been given excel tests. Sadly, i havent done well on them. But I know excel, just not in the way these companies expect. Just to let you know, the test doesnt ask to calculate present value or bonds, for instance. Rather, they ask for example, of converting 5020360 into $50.2M. Another example is, rounding 1.367 to the nearest .5. They also ask about vlookups and pivot tables.

Whats the best ways to study for these types of questions on an excel test?

5 Comments
 

Google is your best friend.

I also found it really useful when I downloaded practice exams off the net and practiced it by myself. Try using this http://www.excelfunctions.net and http://www.gcflearnfree.org/excelformulas/practice-reading-formulas/1/

They are both really useful and helped me a great deal.

In short, just keep practicing and it will be second nature to you in no time!

 

Hic praesentium labore aperiam ipsam. Dolore alias odit culpa ea quis ea. Repudiandae temporibus sint consequatur hic sed ut.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • 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 (57) $264
  • 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
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
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
bolo up's picture
bolo up
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...”