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Finance Technical Interview Prep

A full plan for finance technical interviews: a question bank, the linked statements, enterprise value, DCF, multiples, M&A and LBO basics, daily recall drills, peer mocks and answers practised out loud.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Finance Technical Interview Prep, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

201

Starter tasks

🎓 Finance & Business Certifications

Finance Technical Interview Prep

Learning the technical questions finance interviews ask: how the statements link, enterprise value, DCF, multiples, M&A and LBO basics, practised out loud.

  1. Technical scope map for your target roles
  2. Master technical question bank by topic
  3. Interview prep calendar counted back from first rounds
  4. Baseline mock technical interview score
  5. Accounting foundations for the three statements
  6. Answer-first structure for spoken technical answers
  7. Flashcard deck of technical answers
  8. Mental maths baseline for interview arithmetic
  9. Choosing a technical guide or prep course
  10. Daily flashcard review habit
  11. Recorded out-loud answer drills
  12. Weekly peer mock technical swap
  13. Mistake log of missed technical questions
  14. Weekly market numbers sheet
  15. Mental maths drills three times a week
  16. Monthly technical readiness scorecard
  17. Real interview question debrief log
  18. Quarterly refresh of market-dependent answers
  19. Walking through the three linked statements
  20. Change one line item scenario drills
  21. Enterprise value to equity value bridge
  22. Comparable companies and precedent transactions questions
  23. DCF walk-through from revenue to share price
  24. WACC, beta and cost of capital questions
  25. Terminal value methods and cross-checks
  26. Accretion and dilution in M&A questions
  27. LBO basics and quick returns maths
  28. Purchase accounting, goodwill and deal adjustments
  29. Defending every technical claim on your CV
  30. Cutting answers to under ninety seconds
  31. Fixing the five weakest technical topics
  32. Removing filler words and hedges from answers
  33. Explaining valuation to a non-finance listener
  34. Recovery script for questions you cannot answer
  35. Valuation summary and football field explained aloud
  36. First-round technical phone screen preparation
  37. Recorded video interview technical questions
  38. Mock panel with a working professional
  39. Final ten-day technical sprint before interviews
  40. Career switcher from audit or accounting
  41. Engineering or science graduate starting from zero
  42. Term-time technical prep plan for students
  43. Evening and weekend prep for working professionals
  44. Rebuilding after a failed technical round
  45. International and Caribbean candidates and local context
  46. Associate and lateral level technical step-up
  47. Sector-specific metrics for your target coverage group
  48. Restructuring and distressed debt technicals
  49. Advanced accounting curveballs
  50. Running technical mocks for juniors and classmates

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Technical scope map for your target roles

An investment banking first round, an equity research case and a corporate banking interview test different depths of the same material, and preparing for the wrong one wastes weeks. Mapping which topics each of your target roles really asks, from accounting through LBO questions, tells you where to go deep and where a one-line answer will do.

First tasks

  • Write down every role and firm type you plan to interview for this cycle
  • List the core topics from accounting to LBO down the side of a grid
  • Mark each topic basic, intermediate or advanced for each role
  • Ask two people in those roles which technicals they were actually asked

Master technical question bank by topic

Most candidates collect questions from three guides, a forum thread and a friend's notes, then revise from none of them properly. One bank of roughly three to four hundred questions, sorted by topic and tagged by difficulty, becomes the single source for flashcards, drills and mocks, and shows at a glance which topics are thin.

First tasks

  • Create one spreadsheet with columns for question, topic, difficulty and answer
  • Paste in the questions from your main guide and any debrief notes you have
  • Tag each question with a topic and a difficulty from your scope map
  • Write own-words answers for every basic question in the bank
  • Add any new questions from guides or interview debriefs to the bank @recurring(monthly:15)

Interview prep calendar counted back from first rounds

Technical preparation needs around eight to twelve weeks for someone starting cold, and the first interviews in a cycle often arrive earlier than expected. Counting back from your earliest likely first round gives each topic a week, protects time for mocks, and shows now whether the timeline is realistic.

First tasks

  • Find the earliest first-round date your target firms used last cycle
  • Count back ten weeks and mark one core topic per week
  • Block mock interview slots from the fourth week onward
  • Leave the final two weeks before the earliest interview free as buffer

Make it yours.

Install Finance Technical Interview Prep, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.