FP&A / Corporate Finance Interview Prep
Our 93% Success Rate Speaks For Itself
Companies across sectors are expanding FP&A and corporate finance teams due to increased demand for financial reporting and budgeting. Recognizing the significance of a robust internal finance team, businesses leverage it for insights into growth areas, cost analysis, and crucial financial modeling.
These financial models play a pivotal role in securing favorable financing, both debt and equity, and driving corporate development on both the buy and sell sides. With a surge in M&A activity, having well-structured internal and external financial models is crucial for medium and large businesses. These models provide valuable insights into critical growth drivers, facilitating informed decisions for both buyers and sellers in M&A activities, including synergy estimates and integration costs.
Furthermore, a robust budgeting and financial control function is critical to keeping companies accountable for understanding the variance between projected and actual results. Companies who succeed at budgeting not only perform better by anticipating their business needs, but they also have a much easier time attracting capital from investors and lenders alike.
Our coaching sessions will cover the following:
- Crafting a story highlighting your passion for long-term projects and involvement in financial decision-making, including budgeting, presentations, and M&A activities.
- Understanding industry subsectors, factors for new market entry, and considerations for scale and cross-selling.
- Building and presenting an effective budgeting effectively, including templates for analyzing actual vs. variance as well as the KPIs underlying these discrepancies.
- Collaborating between different departments such as marketing and accounting to build an effective FP&A function for your company.
- Gaining insights into trends and the competitive landscape for a deeper understanding of the company’s positioning and growth strategy.
- Mastering key technical skills in accounting and budgeting, developing proficiency in internal reporting and presentations.
- Analyzing and building upon different finance valuation methods, such as precedent transactions, comparable companies analysis, and DCFs.
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.
FP&A / Corporate Finance 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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Common VC Interview Prep Topics
- Investment Strategy
Investment strategy refers to the candidate’s overarching approach to making investment decisions in the venture capital space. This includes their investment goals, risk tolerance, and sector preferences. They may discuss their focus on early-stage startups, specific industries they target, and how they align their strategy with the fund’s objectives. A strong investment strategy demonstrates a clear and well-thought-out plan for deploying capital effectively. (leveraged buyouts). - Market Analysis
Market analysis is crucial in venture capital. Candidates should showcase their ability to thoroughly research and understand market dynamics. This includes evaluating market size, growth potential, competitive landscape, and customer trends. Effective market analysis helps VC professionals identify promising startups within attractive market segments. - Due Diligence
Due diligence is the rigorous process of investigating and verifying all aspects of a potential investment. Candidates should explain their due diligence methodology, covering financial analysis, legal due diligence, and technical assessments. They should emphasize their attention to detail and ability to identify potential risks and opportunities during this critical phase.
- Startup Evaluation
Evaluating startups involves assessing various factors, including the founding team’s capabilities, the uniqueness of the product or service, market fit, and growth potential. Candidates should discuss their criteria for evaluating startups, their approach to understanding a startup’s competitive advantage, and how they gauge the scalability of the business model. - Portfolio Management
Portfolio management involves overseeing a collection of investments made by the venture capital firm. Candidates should discuss their strategies for monitoring and supporting portfolio companies. This may include their approach to providing guidance, resources, and mentorship to portfolio startups. Strong portfolio management skills ensure that investments thrive and align with the fund’s goals. - Exit Strategies
Exit strategies refer to the ways in which a venture capital investment is eventually liquidated. Candidates should demonstrate knowledge of various exit options, such as initial public offerings (IPOs), mergers and acquisitions (M&A), and secondary sales. They should also explain their role in helping portfolio companies prepare for and execute successful exits, maximizing returns for both the startups and the fund.
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
Feedback is provided after each question in order to promote learning and memory retention
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