Hi all - thought I'd give back to the community that helped me a lot when I was in your shoes by doing a Q&A. Some background on me: BS in Business from top 25 university Worked as an analyst in the M&A group of an EB / advisory shop Currently on the strategic finance team at a late-stage, pre-IPO tech company (Series C+ / $2bn+ valuation) ~4 years of experience across both banking and my current role Open to answering any questions you may have - feel free to ask away. WSO Mentor Want to work with me? Check out my profile here.
24 Nov 2020
About I've made multiple career transitions so far 1) Engineering and software development for a Fortune 100 firm 2) MBA and IB 3) IB to corp dev 4) Corp Dev to business transformation (COO) role 5) Independent strategic advisory for small to medium businesses Not everything was planned on Day 1, and different paths opened up at each stage. Happy to answer questions. Mentoring Want to work with me? Click here
27 Feb 2020
Hello, I am about to open a Strategic Finance Case study with a 3 day timer for a very large and well-known Tech company for an Associate role. Any advice/experience in this area? Thank you!
26 May 2021
For all of you monkeys working in whats deemed strategic finance (outside of Corporate Development as we've had plenty of discussion on that already), would really love to know more about your background and some of the projects that you work on. The bulk of my career has been spent on the corporate banking side, providing bank capital to small businesses, middle market companies, and mega cap corporations across a variety of industries. My job specifically entails analyzing our clients from a financial/credit/cash flow perspective to determine credit worthiness in addition to structuring and
26 Dec 2016
I'm recruiting for Finance & Strategy roles (~4 yrs experience) at tech companies (Square, Glassdoor, etc). Does anybody have insight into the "case studies" from the interviews? I put that in quotes because I can't figure out if I'm supposed to answer with real case study format/expectations (e.g. MBB) or approach them more casually as one-off questions (e.g. critical thinking and business acumen, more conversational). I've done a few conversations with hiring managers and have gotten the following questions: -If we launched xyz new product, how should we price it? -Our profitability in the
19 Mar 2021
Quick back ground, I'm currently in audit and am leaving after this busy season. The university I went to is small and not prestigious at all, getting into the Big 4 is an accomplishment where I went, I did get a masters in accounting though. This is only my second year with the big 4 in smaller office. I'm by no means a high performer, audit is awful, and I have not yet tried for the CPA and don't have much intention to. I got accepted to a decent MSF program, think Vanderbilt or UT. I also started applying to oil/gas analyst positions and have a final round interview in a Strategic Finance
11 Jan 2015