Read the prompt
Identify company, period, output, and constraints before opening Excel.
Financial Modeling Interview Prep
The 7-step model build method
A repeatable method to move from prompt to clean model output under time pressure.
92Readiness score
StructureClean tabs
LogicLinked drivers
ReviewChecks passed
The 7-step build method
Use this sequence when a prompt feels broad or time is limited.
Map tabs
Separate assumptions, calculations, outputs, and checks.
Build drivers
Use simple but defensible assumptions for growth, margin, working capital, and capex.
Link statements
Keep formulas directional and traceable.
Add checks
Balance sheet, sign conventions, circularity, and reasonableness checks.
Format for review
Use consistent units, headers, hardcode colors, and source notes.
Tell the story
Explain what moved value and where the risk sits.