Interview excel test

Hello,
I have an interview coming up tomorrow for a Senior Analyst position in corporate finance ( not IB, job description about project planning, forecasting, budgeting and so on) and they told me I would have to take an Excel test at the interview. I asked if it was finance concepts or excel concepts that they were going to test and they told me a little bit of both. I was wondering if you guys know how i can prepare for that test. What finance concepts are they testing ? what excel concepts are "Must know" for these types of tests? Please help as I haven't done this ina while. Thank you

 
Best Response

Try using Lynda Excel Tutorials or Train Signal. You can easily "obtain" them on filestube. You can go through both in one day and the Lynda videos have financial analysis and stat segments. That should more than sufficient for excel concepts. When they say "finance concepts" I think it's pretty straightforward; skim through an online corp fin. pdf or go to the Khan Academy's Core Finance section for a refresher.

 

Thank you. I will take a look at those. I guess Im also wondering how in-depht these tests at interviews are. I can't imagine they are going to ask you to build a financial model and come up with different scenarios from scratch but who knows

If it doesn't make dollars, it doesn't make sense..... Dear Internet Users, Someday u will regret not reading me. Sincerely, Terms & Conditions....
 

Sounds interesting. My guess would be know how to use pivot tables, filters, and the "lookup and reference" formulas. Would you mind posting what the test actually was afterwards?

 

Yes, i will tell you what the test consisted of after I take it tomorrow. I will make sure to take a look at pivot tables and vlookups. Didn't think of reference and filters, thanks for adding that, i will take a look at those as well.

If it doesn't make dollars, it doesn't make sense..... Dear Internet Users, Someday u will regret not reading me. Sincerely, Terms & Conditions....
 

Hey guys sorry for the late reply. It was actually more of a Finance test than anything. They gave me 2 problems and I had to use Excel to solve them. Oh and it was for a Consulting Company.

If it doesn't make dollars, it doesn't make sense..... Dear Internet Users, Someday u will regret not reading me. Sincerely, Terms & Conditions....
 

Accusamus ratione facere aliquam et. Vitae aut dignissimos sunt laudantium officiis. Odit laudantium sint illum optio commodi officia. Cumque possimus aperiam voluptates illo eius maiores soluta a. Molestias ut aut et minus qui doloribus.

Sit illum soluta labore quia natus maiores esse. Ipsam dignissimos quis sit qui. Amet expedita odio ut culpa et unde. Facere nihil iste expedita numquam esse voluptatibus nobis. Fugit qui repellendus natus aspernatur consequatur. Sed unde in hic aut. Illum ipsam inventore deleniti aut et explicabo nam.

Exercitationem fuga unde aut. Eum iste minus sapiente voluptatem amet dolorem facere earum. Iste ducimus consectetur qui consectetur. Et consequuntur laborum vitae nihil dolorem id. Aut quia nulla qui quo. Perspiciatis vel quaerat aspernatur et ipsum.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (145) $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

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...”