Practice 40 Financial Analyst interview questions covering modeling, valuation, and technical competency.
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Kevin Downey has an extensive background in business management, recruiting, branding and marketing. He's volunteered his career coaching services at job fairs, lecturing on interview techniques and crafting winning resumes and cover letters.
As the saying goes, annual planning is a process, not an event. So your interviewer wants to know how proactive you are in reviewing the data, fine-tuning your research, and adapting your plan as you move through the year. This is especially important as the business's goals and objectives change. Develop a concise and detailed breakdown of your approach. You want to look skilled, confident, and knowledgeable like a professional talking shop.

Kevin Downey has an extensive background in business management, recruiting, branding and marketing. He's volunteered his career coaching services at job fairs, lecturing on interview techniques and crafting winning resumes and cover letters.
"I was hired last year by a local software startup to create an annual corporate plan. The plan helped them define their scope, which in turn, gave them a better perspective on what customers they should be targeting. My goal was to help them increase their profitability. The only way to do this is to have strong attention to detail and keep the plan flexible. Don't just make the plan and forget about it. Do that, and you set yourself up for failure, right? Over the next year, their sales increased by 120%. I consider the past 12 months of market changes, use market predictors, examine what business characteristics gave them an edge over competitors, any potential threats to the business, the strengths/weaknesses of the business, as well as a SMART (specific, measurable, attainable, realistic, time-driven) objective. I also pay attention to where competitors are innovating and successful and watch and learn and improve. Leave nothing on the table."

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Written by Kevin Downey
40 Questions & Answers • Financial Analyst

By Kevin

By Kevin