REAL Excel Interview Tests for Business & Finance Roles finance business

by adminhuahinsunvilla3sd



Learn excel interview test questions for business & finance professionals.
Among the most common excel test involve SumIFs, Index Match, Vlookups and data cleaning exercises.

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Whether you’re recruiting for finance roles (asset management, investment banking, financial analysis) or business roles (account management, business development, operations) it’s likely you’ll encounter an excel test. In this video I provide a REAL excel test interview where I walk you through a sample answer. You can also download the file and try it for yourself. Best of luck recruiting!

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Chapters:
0:00​ -​ Excel Test Guidelines
0:58 – Q1 Formulas (sumifs & indexmatch)
4:38​ – Q2 Formulas (data validation & lookup)
6:45​ – Q3 Data Cleaning

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REAL Excel Interview Tests for Business & Finance Roles

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REAL Excel Interview Tests for Business & Finance Roles
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27 comments

Jack Tuchner 09/03/2022 - 4:11 Chiều

Great video. just a quick question: when you enter in the formulas, how do you get excel to give you the auto suggestions, ie "SUMIFS, "adds the cells specified by a given set of conditions or criteria"

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Wuubu 09/03/2022 - 4:11 Chiều

Fantastic explanations, simple but detailed

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Five Pot Fury 09/03/2022 - 4:11 Chiều

Un crack en Excel!

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Jing Xuan Yap 09/03/2022 - 4:11 Chiều

Thanks Kenji, really can't thank you enough for the valuable content that you have been sharing!!!

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Edouard C. 09/03/2022 - 4:11 Chiều

Some poeple that take course "Excel for Business & Finance Course" can make a quick review ? Because I want to take that but I have no idea about the content etc. Thanks 🙂

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Kenji Explains 09/03/2022 - 4:11 Chiều

Hey everyone just wanted to point out the index match formula I use in Q1 works, but it isn't the best option. Probably a better option would have been to use the filter function as Mike Attia from the comments has pointed out!

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Mike Attia 09/03/2022 - 4:11 Chiều

Great video! Two things.

1. I don't think IndexMatch is a good solution to the first problem. Consider the formula you wrote at 3:17:

INDEX($G$13:$G$27,MATCH(C7,$D$13:$D$27,0),MATCH($B$9,$C$13:$C$27,0))

The second nested formula MATCH($B$9,$C$13:$C$27,0) that gives you the column number returns 1, but that's only because NY happens to be the first item in the range $C$13:$C$27. If the problem had asked you to look up the Net Income for CT instead (i.e. if you changed the value of B9 to CT), this formula would have returned 2, which would have caused an error, because the array in your Index Match formula ($G13:$G$27) only has 1 column. The same error would have resulted had the Income table been organized differently – for example, if NY had been the second or third item on the list instead of first, you would have gotten an error.

A better solution would have been to use FILTER:

FILTER($G$13:$G$27,($D$13:$D$27=C7)*($C$13:$C$27=$B$9))

This works regardless of which state we're looking up (you could change the value of B9 to CT or FL) or how the Income table is sorted.

2. As someone with a fair amount of Excel skill who is actively searching for a new job, what are some industries / job titles that value this skill highly? What kind of positions would even require a test like this?

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Eben Asare 09/03/2022 - 4:11 Chiều

Ill rather use Power Query for the section 2 question to clean up the data quickly and move on

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Sarkis Topakbashyan 09/03/2022 - 4:11 Chiều

Could someone please tell me why did he use "NY" as a column lookup value in the Index Match formula?

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Chetan Moheeput 09/03/2022 - 4:11 Chiều

Valuable content which has been explained perfectly! Thanks for sharing.

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Daisy Miller 09/03/2022 - 4:11 Chiều

I think what the teacher said is very reasonable. It made me understand and taught me a lot. If I can, I will always like it.

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Ja 09/03/2022 - 4:11 Chiều

Cheers lad

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Nick 09/03/2022 - 4:11 Chiều

I love your videos, but unfortunately i own apple products to which the shortcuts in your videos do not always apply. So i was wondering, if you have ever used excel on an Apple product (MacBook, IMac etc.).If so it would be awesome, if you could make a video about apple related shortcuts for MS Office products, but especially excel?

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Solomon Bhandari-Young 09/03/2022 - 4:11 Chiều

best teacher on youtube

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Cam Lex 09/03/2022 - 4:11 Chiều

Super helpful for my interview prep!! Thanks Kenji

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CS Kong 09/03/2022 - 4:11 Chiều

Kenji, It's a great video. Thank you for sharing. I hope there are more similar videos in future.

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Danny Nguyen 09/03/2022 - 4:11 Chiều

straight to the point, Love it!!!
thanks a lot Kenji.

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Park's Playground 09/03/2022 - 4:11 Chiều

Hi Kenji, quick question on the index match here. I may be wrong, but I think your solution is incorrect. The Index array you put is just a one column array, so what's the point of doing a match for the column_num? It seems to only work because NY is the first state for each period. For example, if you flip the order of the states, and have CT as the first state instead of NY, it wouldn't change the result. Please let me know. Thank you!

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Ignacio Paz García 09/03/2022 - 4:11 Chiều

Kenji, in the future you could be a teacher in HBS or Wharton. You are really good at explaining things you know

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robron fro 09/03/2022 - 4:11 Chiều

Wow this channel is amazing. Kenji i thank you for your videos you will be a huge help for the next few years for me!

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emad r 09/03/2022 - 4:11 Chiều

Thank you very much. I would really appreciate it if you could make more of these REAL Excel Interview Tests videos.

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Alkheezy 09/03/2022 - 4:11 Chiều

Wow.. The best teachers can make things sound simple and look simple very few can simplify the entire process like this. If I could hit the "Like" button 5 more times I would. Thank you for sharing this with us..

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Michael Quach 09/03/2022 - 4:11 Chiều

Another great video – this kind of exercise is also perfect for students looking to sharpen up before starting an internship!

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effervescent_bubbles 09/03/2022 - 4:11 Chiều

Wait a minute…US numbers are like ###-###-####…there’s four digits at the ends not three…nevertheless, super helpful video…thanks!

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GURHARKRISHAN Bureau 09/03/2022 - 4:11 Chiều

Fabulous video.. v well explained

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Joben John 09/03/2022 - 4:11 Chiều

Love the excel videos ! Please continue making more.

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Will Zinner 09/03/2022 - 4:11 Chiều

How long would they give you for a test like this?

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