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Financial Modeling in Excel

Financial Modeling in Excel

Test for proficiency in Financial Modeling in Excel, including formula manipulation, NPV calculations, and more, to find top financial talents.

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Type
Hard skills
Time
10 min
Level
Basic
Languages
English

Financial Modeling in Excel test: Identify top financial analysts

Ensure your candidates have the necessary skills in financial modeling with our comprehensive Excel test. From analyzing their expertise in Excel shortcuts to their ability to perform complex WACC calculations, our test helps you pinpoint the financial professionals who can truly add value to your organization.

Unique features of the Financial Modeling in Excel test

  • Precisely targeted assessment: Focuses on the core aspects crucial for financial modeling, ensuring that candidates demonstrate relevant financial analytic skills.
  • Comprehensive skill evaluation: Covers a wide range of topics, from basic Excel functionalities to complex financial analysis tactics, offering a thorough screening process.
  • Real-world application: Test scenarios are designed to mimic actual financial modeling challenges, providing insight into a candidate's practical application skills.
  • Expert-crafted: Developed and thoroughly reviewed by financial experts to ensure the test accurately evaluates the necessary skills for financial modeling.
  • Efficient and informative: Delivers insightful results quickly, enabling hiring teams to make informed decisions without delay.

Topics covered in the Financial Modeling in Excel pre-screening assessment

The test evaluates candidates on a variety of essential skills, including:

  • Excel shortcuts and formula manipulation: Key for efficient financial modeling.
  • Dynamic range creation and assumption handling: Crucial for making models adaptable and reliable.
  • NPV calculations and Power Query misconceptions: Tests understanding of nuanced functions and features.
  • Sensitivity analysis techniques and two-way data lookups: Evaluates ability to analyze data from multiple perspectives.
  • WACC calculations: Assesses candidates' competence in calculating weighted average cost of capital, a critical skill in financial analysis.

Best use of the Financial Modeling in Excel skills assessment test

This test is ideal for evaluating candidates across a range of financial roles, including:

  • Financial analysts: Perfect for assessing candidates' ability to handle complex financial modeling tasks.
  • Investment bankers: Identifies those with the proficiency to perform advanced valuation techniques and financial analysis.
  • Corporate finance professionals: Screens for candidates skilled in budgeting, forecasting, and financial planning using Excel.
  • Accountants: Evaluates the ability to use Excel for financial reporting and analysis.
  • Data analysts in finance: Identifies individuals who can leverage Excel to turn financial data into actionable insights.

Meet the subject matter expert behind the test

Jonathan Carter
Chief Financial Analyst at FinMod Solutions
Credentials:
MBA in Finance, Wharton School of the University of Pennsylvania
Experience:
  • Over 18 years of experience in financial management and advanced financial modeling
  • Developed comprehensive financial models for mergers, acquisitions, and strategic planning
  • Consulted for Fortune 100 companies on financial analysis and reporting
  • Jonathan Carter is a distinguished expert in financial management and financial modeling in Excel, boasting an extensive career that spans nearly two decades. He holds an MBA in Finance from the renowned Wharton School of the University of Pennsylvania and is a Chartered Financial Analyst (CFA) and Certified Financial Modeling & Valuation Analyst (FMVA). As the Chief Financial Analyst at FinMod Solutions, Jonathan has developed and implemented sophisticated financial models for high-stakes mergers, acquisitions, and strategic financial planning for some of the world's largest corporations. His book, “Mastering Financial Modeling in Excel,” is considered a seminal work in the field, and he is a sought-after speaker at international finance conferences.

    Optimize your financial strategies with Jonathan Carter’s expert-designed Excel models—empower your team to make data-driven decisions with confidence!

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