I have an excel test coming up for a financial analyst interview at a tech company. The role’s daily responsibilities don’t involve building LBO nor DCF models, etc. More focused on FP&A forecasting. What should I brush up on in addition to pivot tables, and v/hlookup? Ty

like
Posting as :
works at
You are currently posting as works at

Index match

like

Not in finance but sumif, countif is always useful

like

Use sumifs and countifs even when you have a single variable so whenever you have several you are used to the syntax

like

Agreed with this. Additionally, sometimes your analysis changes. Having to move the parameters around becomes burdensome

Xlookup, index match, sumifs, aggregate, table nomenclature, and charts. If you really want to impress learn spill arrays and lambda functions.

like

Not all Excel users have Lambda yet. Would add Correl and Forecast to that list for an FPA role.

like

Agreed with the above functions mentioned. Sumifs will be your best friend in what sounds like cash flow forecasting models. Brush up on using DPO/DSO to forecast operating disbursements/receipts. If you really wanna knock it out of the park, read up on how you’d forecast differently when paying vendors via check vs wire (checks take time to clear and cash doesn’t leave bank until vendor decides to cash it)

Related Posts

2 years out of undergrad at another firm and applying for experienced hire recruiting at BCG. Any chance of getting hired as a Consultant instead of Associate?

Hi,I have got an opportunity from Deloitte USI. They have offered a year long paid internship and post that period will be assessing my performance before promoting to the role of Analyst. Should I take it or continue to work in my company.

like

Was unsuccessful recruiting for top consulting firms during my MBA. I need that money! What is the best approach to landing an interview post MBA? Referral?

like

What do you think about switching to a sales position at Oracle after 2 years of big4. Pay is definitely better (base is my current salary and commissions l is about 20-30%, its more interesting. Cont

like

Got an interview for BCG Platinion, what kind of interview questions can I expect ? I am a salesforce developer with no strategy management experience BCG Platinion

like

Any Full stack developers looking for an opportunity? Dm me. Great role with PE in NYC!

like

If you're interviewing at a firm that markets itself to laterals as a biglaw refuge with low billable requirements and quality of life is it okay to say in an interview that those are one of the reasons you're considering the firm?

like

Any advice for someone looking to transition into a full HR Generalist role from Recruiting. I’m currently a Campus Recruiter with about 5 years of HR experience (Coordinator- Higher Ed). I received my PHR certification in September 2020 and sitting for my SHRM-CP in two weeks. I’m having a hard time transitioning into a full Generalist position.

like

Met a Wharton guy yesterday, he said I should change jobs at least once before applying since most of his classmates did more than 1 job. He recommended going to a startup for at least 1 year. I'm not sure since I feel like I've done many different "jobs" in consulting with different projects. Thoughts?

like

I’m 33 years old. I have a decent amount of experience under my belt. Over the phone, recruiters and hiring managers say they love my book. But when I’m brought in for an in-person interview...

Applied to Booz Allen. Interview and sec pre-screening went well. I’ve emailed the recruiter a few times, and each time they say they must wait for ‘final approval from team to proceed.’ Normal?

like

Any advice for applying for a new position while currently in one? (Esp. being in one of the big 4 holding co where talent portal will flag you applying for positions)

like

Does anyone know if MBB verifies GPAs for experienced hire? I filled out online application and made it to interviews. Does the screening check your transcripts?

I am literally waiting for Green Card Interview - EB3 ROW ( I know it’s not current, hopefully will be by Oct). My 180 days has passed since my I-485 was filed, I-140 approved, got my combo EAD card. Can I change my job location (i.e. from Austin to Dallas/ Houston) with the same employer , same job title and not have any impact on my green card process due to change in location since I am in advanced stage of the process?

like

Yelp is hiring in BizOps / Strategy, Data Science, product management, and engineering. Let me know if you’d like more information. Happy to give out referrals!

likesmart

If you got the promotion but left before the date it took effect, is it okay to specify the role you were promoted to as your past job title on LinkedIn?

like

Got to final round interviews with a tech company back in March. They said they were very interested, but because of COVID they were closing the requisition with hopes of reopening it Sept. The position requires a lot of networking, conferences, and meetings, which would drive why the decided to put off the position. Have not heard anything from the company, is it a lost cause at this point?

like

How do you answer the question “what’s your personal brand?” in an interview?

like

Additional Posts

When someone gets fired/laid off but they keep their previous title/agency on LinkedIn, does anyone ever tell them to change it?

like

Super broad question: who is hiring?? I have 14 months experience as a digital strategy consultant. I want to stay in consulting and am pretty open to just about anything. Will take any advice.Thanks!

likehelpful

Hello I am a rising senior and have a full time offer for a T2 consulting after graduation. Before this whole pandemic I was planning to apply to mbb. Is it still worth it? Will they be hiring on the fall?

likehelpful

What are your thought on states like Georgia and Texas “opening up” their economies?

like

How would you explain to a child what you do for a living?

like

When your 3 year old looks at your belly and asks is there a baby in there. Time for this guy to diet/gym

like

I would trade my left nut to not have a flight delay out of DFW just once

likefunny

If I can make Manager before I get into B-school (~4 years working at the firm), will I still have to opt for a Senior Consultant post MBA gig at a Tier 1/2 Management Consulting Firm?

like

How do I answer this to recruiters: what’s your salary expectations?

like

Spring Break madness at MSP. Thank god for Clear, so clutch

like

Any suggestions on how to find referral for FAANG/MBB? Tried message recruiter on LinkedIn not much reply:(

How is everyone doing WFH? I’m already missing seeing my coworkers and it’s only day one

like

Downtown Philly: Element vs Aloft vs Autograph Notary vs Westin vs other higher end Marriott properties in the downtown area for about 40k Bonvoy points? And…Element vs Autograph collection in general? Not real familiar with these sub brands.

like

Would it be possible to go from FP&A at a bank to investment banking without an MBA? Background includes transaction advisory and previous banking experience

like

The best places to work are also the ones that fired most people in the pandemic

likefunnyhelpful

Does anyone have any recommendations for sites or services I can use to improve my corporate drafting skills? I was given negative feedback about my skills shortly before I went on maternity leave and I'd really like to use (part of) this time to learn. I am a senior mid level. Thanks.

like

Is someone willing to speak with me about slalom austin? Org structure goals, culture etc. ?

Would love to learn more about how other teachers are using Micro:bit in their classrooms. I see the possibilities - my mind goes in a million different directions because I am so excited to use it.

like

I wonder if anyone here from an RIA has been exploring merger / acquisition with another RIA and what multiples are currently trending? Also, please give a me perspective on comp structure, deal structuring.

Starting my first job in an agency next week. Any tips, do’s and don’t, things I should know before I start? I’ve been wearing a tshirt over zoom for so long now I’m not sure what to wear when I go into the office.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.