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

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Index match

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

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

Not in finance but sumif, countif is always useful

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

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

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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)

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