Prepare for your next Fintech Interview
Our 93% Success Rate Speaks For Itself
In the last decade, the fintech sector has become a highly appealing destination for finance professionals. Tech giants like Amazon, Facebook, Apple, and Microsoft continue to drive innovation, exploring new avenues for organic and inorganic sources of growth. The rise of AI, machine learning, cryptocurrencies, and NFTs has increased demand for agile finance professionals adept at navigating advanced technology sectors while utilizing core financial skills.
Interviewers are keen on gauging genuine passion and a solid understanding of the tech sector, seeking a demonstrated history of interest or experience in the field. Additionally, comprehending a company’s diverse product lines, growth strategies, areas of success, and improvement is crucial. Awareness of sector trends, emerging technologies, key competitors, and their positioning is also essential.
Our coaching sessions will cover the following:
- Crafting a story demonstrating passion for tech and aligning experiences with the needs of big tech companies to startups.
- Understanding the strategic elements of various tech subsectors, covering corporate development strategies and factors to consider when entering a new market and releasing new products, including scale and cross-selling.
- Assessing KPIs such as ARR growth, churn, net and gross retention, customer growth, CAC, LTV / CAC, sales productivity, cash burn, and Rule of 40.
- Demonstrating a strong understanding of the competitive landscape in emerging technologies like big data, data mining, AI, machine learning, AR, VR, robotics, IoT, and blockchain.
- How to answer technical questions on different finance valuation methods, including precedent transactions, DCFs, accretion/dilution analysis, and LBOs.
At Finance Interview Coach, our team includes a senior member from Apple’s strategic finance team with extensive experience leading FP&A/corporate finance teams and conducting team hires. Additionally, our other coaches bring substantial expertise in FP&A, corporate finance, industry research, and the skills needed to excel in interviews, including a successful approach to behavioral questions.
Fintech Coaching Packages
| Coaching sessions are customized to your needs. Any materials reviewed during the sessions will be sent to you (financial models / templates, slide decks, case studies) | |
Includes 3 hours of coaching, all materials from the above packages, as well as:
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Includes 5 hours of coaching, all materials from the above packages, as well as:
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Includes 8 hours of coaching, all materials from the above packages, as well as:
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Includes 10 hours of coaching, all materials from the above packages, as well as:
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Our Coaching Methodology
Real Interview Questions - Customized Interview Questions
Customized mock interview catering to the topics you need the most improvement on or wish to focus on
Real Case Studies
Understand your goals, your background, and your experiences so we can align your story, as well as getting a grasp around your technical skills
Written Feedback
Concise, written feedback will be provided afterwards addressing your strengths and areas for improvement
Our Coaches
Josh Jia
Founder, Partner
- Corporate Development
- Finance Resume Review
- Financial Modelling Coaching
- Investment Banking
- Investor Relations
- Private Equity
- Venture Capital
- 8 years of experience
- Principal at Apex Advisory
- Private Equity Analyst at Imperial Capital
- Investment Banking Analyst at BMO, Diversified Group
- Industry experience in headhunting, VC, HF, and ER
- Founded Limestone Capital
- Created 1st finance interview prep course at Queen’s
- Taught course consisting of ~250 slides, six classes, with hundreds of students attending
- Placed 100+ candidates into IB and PE roles
Stella Zhang
Coach
- Investment Banking
- Private Equity
- 6+ years of experience in investment banking and private equity
- Investment Banking Associate at Goldman Sachs Industrials Group, New York
- Experience including public M&A, IPO, financing, and strategic advisory
- Member of on-campus recruiting team at Northwestern University Kellogg School of management
- Private Equity Associate at a middle-market infrastructure fund in New York
- Sector focus including energy transition, circular economy, and sustainable agriculture
- Structured equity, non-dilutive capital solutions
- Coach at Kellogg School of Management’s Investment Banking and Capital Markets Club, mentored 20+ MBA students on interview preps, case studies, and networking techniques throughout investment banking recruiting
Karl-Joseph Assaf
Coach
- Hedge Fund
- Investment Banking
- Private Equity
- Venture Capital
- 13 years of experience in the financial services industry (IB, PE, Growth Equity, VC, Hedge Fund, Start-Up C-Suite).
- 3 years of investment banking (M&A) experience at Barclays Capital.
- 5 years of private and public markets investing at Blackstone across industry, capital structure, and asset classes.
- 5 years of private and public markets equity investing at a hedge fund backed by one of the world’s wealthiest entrepreneur.
- 1 year as interim CFO of a growth stage agtech start-up; right-hand man of the founder.
- Mentored 50+ people spanning students (undergrad + MBA) looking to break into IB and young professionals looking to move from the sell-side to the buy-side.
- Interviewed 100+ candidates, ranging from junior bankers to associate / VP level investors and business executives for some of my portfolio companies.
- What can I help with? CV Review, Secure Interviews, Pass Interviews, Negotiate Compensation, Career Promotion / Transition.
- Endeavors to build a community of like-minded financial services professionals of all ages to promote support and knowledge sharing.
Rolan Naiman
Coach
- Commercial Banking
- Corporate Banking
- Distressed Debt
- Private Debt
- 4 years of experience
- 2nd year Corporate Banking Associate in BMO’s Power, Utilities & Infrastructure Group (promoted in July 2020)
- Prior to joining the Power, Utilities & Infrastructure Group, spent 2 years in BMO’s Project Finance Group
- Focused on P&U and infrastructure
- Investment management and trading experience at OPSEU Pension Trust as an Analyst in Investment Strategy & Macro Research, Portfolio Construction
- Previously an Analyst in Scotiabank’s Financial Institutions Group
- Previously an Analyst at RBC
- Deeply passionate about credit
Industry Partnert
Manager of Strategic Finance and FP&A at FAANG
- Equity Research
- Fintech
- FP&A
- Hedge Fund
- Top-ranked Investment Banking & Equity Research VP with 12+ years of experience. Currently a Strategic Finance and FP&A Manager at one of the FANGs
- Have worked on the buyside & sellside, at bulge brackets & boutiques, covered multiple sectors (TMT, Consumer Retail etc.)
- Been on the hiring committee for Intern, Analyst, Associate & VP recruitment; and have insights into how hiring decisions are made
- Mentored 115+ professionals & helped them secure jobs in Banking, Research, S&T, HFs, & Strategic Finance / FP&A over the last 12 years, through resume & cover letter reviews, mock interviews, and career coaching
- Ivy-league graduate with 100% scholarship throughout
Industry Partner
Investment Banking Professional
- Equity Research
- Fintech
- FP&A
- Hedge Fund
- 2+ years of experience covering TMT and M&A at a top Bulge Bracket in New York
- 1+ year of experience at a Growth Equity fund
- Have helped lead Intern and Analyst recruitment; have insights into the interview processes at numerous firms
- Experience teaching and lecturing in classroom environment
- Mentored numerous professionals and helped them secure jobs in Investment Banking, Growth Equity, and Private Equity
- Ivy-league graduate with 100% scholarship throughout
Industry Partner
Manager of Investor Relations and Corporate Finance
- Corporate Finance
- Investment Banking
- Investor Relations
- 5 years of experience as Manager of Investor Relations and Corporate Finance
- 2 years of experience as Investment Banking Analyst
- 8 years of coaching and resume review experience
Industry Partner
Tech Group at Large Bank
- Equity Research
- Hedge Fund
- Investment Banking
- 2 years of experience as Equity Research Analyst in Technology group at large bank
- 7 years of experience in hedge funds and investment banking
- Experience teaching and lecturing in classroom environment
- Mentored dozens of professionals to help them secure jobs in equity research and hedge funds
Schedule Your Consultation Now!
Call Structure:
After understanding your goals and background, provide you with sample mock interview questions to ascertain where you are at in your preparation
Customized mock interview catering to the topics you need the most improvement on or wish to focus on
Feedback is provided after each question in order to promote learning and memory retention
Concise, written feedback will be provided afterwards addressing your strengths and areas for improvement
