WALL STREET PLAYBOOK / PDF GUIDE

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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Finance Technical Interview Guide - 2026 Edition

Preview 14 real pages before checkout. Full guide is 79 pages.

Frequency-tagged technicals

Short and long answer formats

Red flags and interviewer notes

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FROM THE GUIDE
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.

YOUR REFERENCE, TOPIC BY TOPIC

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

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What format is the playbook delivered in?

All playbooks are delivered as downloadable PDF files. You will receive immediate access after purchase via email with a secure download link.

How is this different from free resources online?

Free resources can help, but they are usually scattered. These playbooks organize the same prep work by topic, interview stage, and candidate situation so you can practice instead of collecting notes.

Are updates included?

Yes. When we update a playbook based on new recruiting patterns or feedback, you receive the updated version at no additional cost. Your download link remains active.

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