Finance Case Study Example | Finance Interview Technical Questions

Video Description

Learn how to solve a finance case study and make a recommendation - the type frequently given in technical finance interviews. We build a financial model to analyze key metrics. Free template included! My second finance case study 😎 https://youtu.be/nQSKvQkL_zc ✅ Download the Excel template: https://www.ericandrewsstartups.com/offers/BoCuZhsD 🚀 If you want to master the finance skills & frameworks to successfully scale technology startups, secure your spot in my "Finance for Startups" program, today: https://www.ericandrewsstartups.com/financeforstartups 👉 Become an Excel Power User in 2.5 Hours: https://www.ericandrewsstartups.com/excel-power-user-course Communities: 💼 Linkedin: https://www.linkedin.com/in/eric-andrews-1624b656/ 💻 Newsletter: https://mailchi.mp/1cf66809482f/mcoa7eoc9w Related Financial Modeling Videos: 🚩 Finance Interview Prep Series | Crush Your Interview: http://bit.ly/fin_intervw_prep ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ One of the quickest and most common ways to evaluate candidates for analyst roles is to give them a finance case study during an interview. Case studies force us to both crunch the numbers quantitatively to demonstrate our knowledge and also think about the big picture and make recommendations - they are a lot of fun! For these reasons, they are common in technical finance interviews, university projects, MBA programs, etc. In this video, I help you solve a finance interview case study for a software platform that is considering a revenue share partnership with another company - this is the type of case study that would be common at a FAANG or big tech company. All case studies start the same way - they present you with a set of facts during some pivotal moment at a company where they are trying to decide whether they want to do some new thing (be it internally, or externally). Regardless of the specifics - all case studies in finance are effectively asking you to do the same thing - build a simple income statement, differentiate COGS vs. OPEX expenses, calculate the depreciation for a CAPEX investment, and evaluate cash vs. accrual accounting payback period. At the end, you are expected to synthesize your analysis into an open-ended recommendation about what the company should do. Now that you understand the basic format of finance case studies, let's walk through this example where I help you develop a framework of ideas to analyze situations with. SECTIONS: 1:04 finance case study model setup (all case studies are basically asking the same info) 3:55 building the income statement & analyzing margins 10:50 calculating depreciation schedule for CAPEX 16:15 cash flow analysis & payback period vs. p&l 18:12 key quantitative metrics for making a case study recommendation 21:10 key qualitative metrics for making a case study recommendation 24:36 my finance case study recommendation By the end of this video, you will understand how to approach finance case studies, crunch the numbers, and make recommendations in your future interviews - I guarantee it! If you have questions - please leave a comment below and I'll try to help. Cheers! ► Subscribe for more finance videos: https://bit.ly/EricAndrewsSubscribe #financecasestudy #financeinterviews #saas