How to Answer: What process do you use to create a financial analysis report?
Advice and answer examples written specifically for a Fintech Financial Analyst job interview.
4. What process do you use to create a financial analysis report?
How to Answer
One of the primary job responsibilities of a fintech financial analyst is to put together financial analysis reports that highlight the financial strengths and weaknesses of a business. Walk the interviewer through the steps you typically take to produce this type of report.
Written by Marcie Wilmot on March 15th, 2021
Answer Example
"The process I've developed over time to generate a financial analysis report starts with gathering the information I need from the company's financial statements, which usually includes its income statement, balance sheet, and cash flow statement, as well as quarterly and annual records and financial notes. Next, I work on calculating ratios like ROI to show the company's financial health, and then I conduct a risk assessment. Finally, I estimate the value of the business and its stock. When I assemble the report, I typically include a company overview, an investment analysis (reviewing the company's cash flow, liquidity, and debt levels), a valuation section, a risk analysis, details, and a summary."
Written by Marcie Wilmot on March 15th, 2021