Finance Case Study Example | Finance Interview Technical Questions finance interview

by autisticchiaNGMAI

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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Eric Andrews 21/11/2021 - 11:11 Chiều

🚨 Who's interested in being a part of my Finance for Startups program that's launching November 14th? There will be limited space. Join the early-bird waitlist to get access before the general public here:

raphael weitling 21/11/2021 - 11:11 Chiều

Very nice and easy to understand video ! Keep going and congrats from France 🇫🇷

jolibwa2 21/11/2021 - 11:11 Chiều

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

krishna Kumar 21/11/2021 - 11:11 Chiều

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

A 21/11/2021 - 11:11 Chiều

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

LoverboyB Clown killa 21/11/2021 - 11:11 Chiều

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

Gabriel Oyemike 21/11/2021 - 11:11 Chiều

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

Harry MacInnis 21/11/2021 - 11:11 Chiều

this is great thanks for doing and sharing Eric!

Salim Seb 21/11/2021 - 11:11 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 21/11/2021 - 11:11 Chiều

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

María Cambra 21/11/2021 - 11:11 Chiều

So helpful! Thank you!!

Kajal Gudulkar 21/11/2021 - 11:11 Chiều

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

erica oliver 21/11/2021 - 11:11 Chiều

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

Osman Haji 21/11/2021 - 11:11 Chiều

Amazing video, very insightful.

Ana Patrícia 21/11/2021 - 11:11 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 21/11/2021 - 11:11 Chiều

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

Tania Rabisheva 21/11/2021 - 11:11 Chiều

Thank you! So good,…

Surya Praveen 21/11/2021 - 11:11 Chiều

Love u bro

Soner Güney 21/11/2021 - 11:11 Chiều

Very good

Mingshu Li 21/11/2021 - 11:11 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 21/11/2021 - 11:11 Chiều

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

Hassan Alajmi 21/11/2021 - 11:11 Chiều

Great Video Eric

J K 21/11/2021 - 11:11 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 21/11/2021 - 11:11 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 😉

Sayad ghani 21/11/2021 - 11:11 Chiều

Hi thanks for the effort but you have missed the trick here, if you want to evaluate any project you need to start with project's IRR & NPV. Just a humble suggestion 😌

Eric Becker 21/11/2021 - 11:11 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 21/11/2021 - 11:11 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 21/11/2021 - 11:11 Chiều

Thank you so much Eric!

Andrei 21/11/2021 - 11:11 Chiều

Thanks a lot Eric

Vakeesan Mahalingam 21/11/2021 - 11:11 Chiều

100% value….appreciate it Eric!

ИД 21/11/2021 - 11:11 Chiều

Great content. Thank you Eric.

Gregory Cohen 21/11/2021 - 11:11 Chiều

Love that Eric brings the casual vibes to finance! Hawaiian shirts 7 days a week baybee!

Duncan Mahood 21/11/2021 - 11:11 Chiều

Amazing to see how fast you can navigate Excel with those keyboard shortcuts. I have to start using these more! Thanks for the video Eric!


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