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Finance Technical Interview Guide

This guide covers the technical topics that come up in IB, PE, and finance interviews: accounting fundamentals, enterprise value and equity value, DCF analysis, comparable companies, M&A, LBOs, advanced valuation, and complex accounting. It includes 300+ questions, frequency tags, transaction walk-throughs, formula references, practice problems, and an industry multiples guide.

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Expanded sample

Finance Technical Interview Guide - 2026 Edition

Preview 14 real pages before checkout. Full guide is 80 pages.

Frequency-tagged technicals
Short and long answer formats
Red flags and interviewer notes

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Who This Is For

Undergrads and graduates prepping for IB interviews at bulge brackets and elite boutiques
Lateral candidates transitioning from Big 4, consulting, or corporate roles into banking
PE/HF candidates who need sharp technicals for buy-side interviews
Anyone tired of memorizing answers without understanding the logic behind them

What You Get

  • Chapter 1: Accounting Fundamentals - Three financial statements, how they link, working capital, depreciation, CapEx, D&A, and 25+ accounting questions
  • Chapter 2: Enterprise Value & Equity Value - EV/equity distinction, bridge formula, matching multiples correctly, and common EV mistakes
  • Chapter 3: Valuation & DCF Analysis - DCF framework, unlevered free cash flow, terminal value methods, WACC, cost of capital, and sensitivity analysis
  • Chapter 4: Comparable Company Analysis - Comps process, trading multiples, precedent transactions, selecting peers, and core comps questions
  • Chapter 5: Mergers & Acquisitions - Accretion/dilution, goodwill, purchase price allocation, synergies, integration, and deal structure
  • Chapter 6: Leveraged Buyouts - LBO mechanics, candidate characteristics, IRR/MOIC, debt capacity, covenants, and return drivers
  • Chapter 7: Advanced Valuation - Sum-of-the-parts valuation, cross-border issues, private company valuation, liquidity discounts, and real options
  • Chapter 8: Complex Accounting - Stock-based compensation, deferred taxes, NOLs, lease accounting, and pension accounting
  • Appendix A: Formula Cheat Sheet - Core formulas in one reference
  • Appendix B: Practice Problems - Problems to test the mechanics
  • Appendix C: Industry Multiples Guide - Sector-specific valuation benchmarks
  • Interview frequency tags for each concept: always asked, frequently asked, sometimes asked, or rarely asked

Sample Excerpt

"Every finance interview starts with the same base: the three statements, how they connect, and how a transaction moves through them. The candidates who do well can explain the intuition behind the mechanics, not just recite the mechanics."

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Frequently Asked Questions

What Readers Say

Verified PurchaseFall 2025

"The dual-format answers were really helpful, used the short versions for HireVues and the longer ones for Superday prep. Some of the accounting questions felt a bit basic if you've done BIWS, but the red flag boxes alone saved me from a few mistakes I didn't know I was making."

, Kevin T. · Non-target senior

Verified Purchase4 months ago

"Frequency tags are the best part. I was wasting hours on obscure DCF edge cases nobody actually asks. This helped me focus. Walked into my interviews way more confident."

, Sophia R. · Liberal arts major

Verified PurchaseSpring 2025

"I've used WSO, BIWS, and Rosenbaum. This is more practical than any of those, the concepts actually clicked for me here. Wish there were a few more LBO-specific practice problems though."

, Mark J. · Big 4 TAS → MM IB

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Includes the technical drills, answer frameworks, and examples needed for focused prep.

$59

$149

One-time purchase