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 and 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 that 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 openended 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.

SECTIONS:

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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