Finance Case Study Example | Finance Interview Technical Questions finance interview questions answers

by adminhuahinsunvilla3sd

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!

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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 but 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 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.


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!

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#financecasestudy #financeinterviews #saas .

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Eric Andrews 27/02/2022 - 3:54 Chiều

Thanks for watching! To keep learning, check out my entire finance interview prep series ►

Adam Sprung 27/02/2022 - 3:54 Chiều

Should net cash flow include taxes (which is in this case would make net cash a negative over the four years assuming they are paying taxes year 3 and 4)? Great video, thanks!

Mischa Pannell 27/02/2022 - 3:54 Chiều

This is so clear and helpful. Honestly, thank you!

souzan hammoudi 27/02/2022 - 3:54 Chiều


mo hussain 27/02/2022 - 3:54 Chiều

As a senior financial analyst I have to say these skills are very important and you did an amazing job going over it all.

Pitruja Chakraborty 27/02/2022 - 3:54 Chiều

such an informative video.Soooo glad that I found your channel

Mohamed Adan 27/02/2022 - 3:54 Chiều

Eric you’re the best. keep going coach.

Manuel Nora 27/02/2022 - 3:54 Chiều

Eric, I have a question! Shouldn't we add depreciation to CAPEX? Following the formula: Total Capital Expenditure = Net increase in PPE (from PY to CY) + Current Year Depreciation? Thanks in advance!

Tony Choi 27/02/2022 - 3:54 Chiều

Great video! thank you

Matt Kim 27/02/2022 - 3:54 Chiều

For EBIT %, is it the same as operating margin? then should you be divide operating income by revenue? instead of Gross Profit? 13:48

Mike Dohn 27/02/2022 - 3:54 Chiều

oh my is this video real?! Thank you so much! This is like magic!

Ian Wallace Robertson 27/02/2022 - 3:54 Chiều

This isn't a "model" its a table…

Jacob Norman 27/02/2022 - 3:54 Chiều

I been have been looking for a business case analysis example

jolibwa2 27/02/2022 - 3:54 Chiều

Thanks so much Eric, for these great exemples. Where can I find the solution to the Thumbs up case study please?

krishna Kumar 27/02/2022 - 3:54 Chiều

I am able to download the excel file but is not opening,
Can you please look into it?

A 27/02/2022 - 3:54 Chiều

Why operating income over gross profit to get ebit margin? I think it is operating income over revenues.

LoverboyB Clown killa 27/02/2022 - 3:54 Chiều

interview tomorrow haha I will be letting you know how the case study goes. I really do appreciate you for this

Gabriel Oyemike 27/02/2022 - 3:54 Chiều

Thanks Eric for this video. Really really helpful. Good resource for any finance person wanting a good refresher.

Harry MacInnis 27/02/2022 - 3:54 Chiều

this is great thanks for doing and sharing Eric!

Sky Invest 27/02/2022 - 3:54 Chiều

Finally found someone who eplains really well, and catches ur attention!! Thank youuu, im still a student, I want to smash my interviews like this

Gaurav Sukhadia 27/02/2022 - 3:54 Chiều

Thank you so much. The explanation is so easy to understand.

María Cambra 27/02/2022 - 3:54 Chiều

So helpful! Thank you!!

Kajal Gudulkar 27/02/2022 - 3:54 Chiều

Thank-you it's really helpful for me ✨☺️

erica oliver 27/02/2022 - 3:54 Chiều

I love this video! Your pace, thought process and thoroughness is great!

Osman Haji 27/02/2022 - 3:54 Chiều

Amazing video, very insightful.

Ana Patrícia 27/02/2022 - 3:54 Chiều

Thank you so much for all this shared information, it's really helpful!! I have two case studies coming up for Coca Cola, what else do you think would be interesting to investigate in this type of exercises?

Guilherme Corazza 27/02/2022 - 3:54 Chiều

Insert row: shift + space to select row, Ctrl + + to insert row.

Tania Rabisheva 27/02/2022 - 3:54 Chiều

Thank you! So good,…

Surya Praveen 27/02/2022 - 3:54 Chiều

Love u bro

Soner Güney 27/02/2022 - 3:54 Chiều

Very good

Mingshu Li 27/02/2022 - 3:54 Chiều

Not sure if I have it correctly but if you calculate IRR using the Excel formula, the IRR is only 6%, which I would say is pretty low. WACC can easily go up 6%, which brings NPV to 0. Will this be a valid point to veto the project?
Also, curious about how to calculate ROI for such projects. Is it important in terms of analyzing?

Aakash Agarwal 27/02/2022 - 3:54 Chiều

Hey Eric, loved the video content. please do make more finance case study videos! lots of respect from INDIA.

Hassan Alajmi 27/02/2022 - 3:54 Chiều

Great Video Eric

J K 27/02/2022 - 3:54 Chiều

I have a finance case study interview next Monday and was frustrated, since I graduated last year and haven't looked at accounting principles for a year. This video was helpful enough to bring my dead brain cells back alive! Thanks alot man

Stephanie Goodman 27/02/2022 - 3:54 Chiều

Super helpful! Thanks so much.
Just a quick FYI pretty sure you miscalculated your EBIT % @13;46 you divided by GP instead of revenue 😉

Eric Becker 27/02/2022 - 3:54 Chiều

Thank you so much for this video, especially for also taking so much time to discuss the thought process on the recommendation, this is helping me remember to keep the bigger picture in mind and I think this so helpful as I am preparing to do case studies for recruiting processes!

Tatiana Polydore 27/02/2022 - 3:54 Chiều

You dropped this video just in time. I have a case study finance interview coming up and I'm sooo rusty with my financial modeling haha

Gabriella Encinas 27/02/2022 - 3:54 Chiều

Thank you so much Eric!

Andrei 27/02/2022 - 3:54 Chiều

Thanks a lot Eric


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