Is anyone willing to help me out with some financial modeling case studies? I'm currently in audit but trying to break into finance-type roles. I have a few case studies that I'm working on, and would appreciate any help since I'm just not really familiar with modeling.
| +67 | PWP acquisition by Piper cancelled | 27 | 1d |
| +60 | Is my MD a grifter? 16 years, 8 firms | 17 | 7h |
| +43 | No return offer - UPDATE. | 12 | 1d |
| +40 | Article: UBS Wall Street Rebuild Is a Study in Management Failure | 7 | 2d |
| +40 | "Corporate & Investment Banking" Analyst - Why? | 35 | 9m |
| +29 | Lack of talent in IB! | 25 | 11h |
| +28 | What Are The Best Boutiques 2026/2027 | 16 | 12h |
| +24 | Wells Fargo Calling Themselves a BB? | 16 | 14h |
| +24 | Moat of modelling in PE/Finance completely vanished; | 3 | 1d |
| +23 | Internal lateral from coverage to M&A (focused on coverage) | 8 | 2h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
I hate to break it to you but if you're struggling with these case studies you're not a fit for the role. I just went through a bunch of strat fin interview processes myself and you really should be able to complete them w/o outside help.
I agree that I'm probably a bit under-qualified or less than ideally experienced for these roles right now. Definitely trying to do what I can to bolster my knowledge and technical prowess though. Do you have any resources that you would recommend for some SaaS modeling / anything that would be helpful for StratFin case studies?
3 good starter links below, and then just a lot of other general Googling on specific topics as needed.
https://a16z.com/2014/05/13/understanding-saas-valuation-primer/
https://www.altexsoft.com/blog/business/15-key-product-management-metrics-and-kpis/
https://www.forentrepreneurs.com/saas-metrics-2/
What types of exit opps / jobs are available for third-year IB analysts who have no experience modeling (and no interest to learn or do it in the future)? I assume no modeling = no job in finance, but not really sure what other jobs are out there. I'm not a big fan of using Excel for more than simple to moderate analyses. As you can imagine, I'm not interested in PE, HF or Corp Dev either. Been reading around on Strat Fin and looks like that is mainly doing modeling or Excel analyses.
If you're wondering how a third-year has no modeling experience, I basically always did the CIM / PPT / admin stuff on my 10+ deals.
Non eaque laboriosam quod suscipit inventore vitae. Velit laudantium molestiae maxime nihil repellat ratione magni. Eaque maxime sed et accusantium dolores maxime aperiam.
Ut ipsum enim minima eos itaque aliquid quis. Nulla et quam est et. Dolorem aut autem impedit est nihil quia autem nam. Libero vel quo labore est amet amet magni.
Vel officia et beatae qui eius magni autem et. Voluptatem autem expedita eum est eos inventore.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...