Financial Analyst and MS Excel Test

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About the test

The Financial Analyst and MS Excel test evaluates a candidate’s ability to use financial statements and reports to assess the viability, stability, and profitability of a business or project, as well as candidates’ ability to use Excel spreadsheets to analyze financial data.

It’s an ideal assessment for pre-employment screening of candidates applying for a variety of financial analysis roles, including financial analyst, financial manager, investment analyst, and equity analyst. A good candidate for a financial analyst job will be able to display competency with understanding the formation and implications of financial statements, calculating and interpreting relevant financial indicator ratios, and using MS Excel spreadsheets to analyze data. This Financial Analyst test can be used to screen a large group of candidates in order to select the best to bring in for an interview.

This test requires candidates to perform assignments within spreadsheet software as well as answer multiple-choice and calculation questions related to the core principles of financial analysis. Candidates can use either their personal copy of Microsoft Excel or the free web version of MS Excel to complete the test.

Sample public questions

Easy
2 min
mcq
Public
Basic Financial Statements
Accounting and Finance
Interest Expenses

Where can information about the total interest accrued during the reporting period of one year be found?

Easy
7 min
filev
Public
MS Excel
Cell References
Formulas and Functions

Your company sells products to customers in two cities, New York and San Francisco. You have been asked to calculate each product’s retail prices inclusive of sales taxes in these cities.

Specifically, you need to:

  • Write formulas to calculate the retail prices, inclusive of sales tax, using the base price of each product.
  • Make sure you reference cells A5 and B5 in your formulas.

Note: Do not use array formulas in your work.

Your task is to download the file ‘TaxInclusive-RawData.xlsx’ file and execute the request. When you have completed your work, save it in .xlsx format, then upload that file for evaluation.

Easy
10 min
filev
Public
MS Excel
Data Filtering
Data Management

Your company’s accounting department has asked you to give them a list of orders filtered by two periods of time:

  • On 'Sheet1', they need orders spanning a two-month period (from the 1st of July, 2018, to the 31st of August, 2018).
  • On 'Sheet2', they need all orders for the period before the 1st of July, 2018, and all orders for the period after the 31st of August, 2018.

Your task is to download the file 'TimeFilters-RawData.xlsx’ file and execute this request. When you have completed your work, save it in .xlsx format, then upload that file for evaluation.

Easy
2 min
fill
Public
Financial Analysis
Current Liquidity Ratio
Liquidity Ratios
Quick Ratio

Read the statement below and fill in the blanks with the correct answers.

Liquidity ratios indicate an enterprise's ability to pay _________________________ while solvency ratios indicate an enterprise's ability to pay _________________________. If we see that the Quick Ratio is ____________________ over time and the Current Liquidity Ratio is ____________________ over time, we can conclude that the company’s ability to pay short-term debt is probably improving.

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29 more premium Financial Analyst and MS Excel questions

Balance Sheet, Equity and Assets, Profit and Income, Currency Conversion, Order Display, Product Lookup, Expense Management, Region Code, Five Year Sales, Large Orders, Aussie Freight, Overdue Invoices, Hot Beverage Filters, New Corporate Building, Woodworking Machine, Equity, Balance Sheet Reports, Production Line Value, Net Income, Total Assets, Company Cars, Zero Debts, AP Williams, Strawberry Inc., Receivables Collection, Net Profit Decrease, Webster and Sons, Criterion Inc., Brightsense Inc..

Skills and topics tested

  • Basic Financial Statements
  • Accounting and Finance
  • Balance Sheet
  • Liabilities
  • Depreciation
  • Income Statement
  • Salaries
  • MS Excel
  • Formulas and Functions
  • Data Filtering
  • Data Management
  • Data Sorting
  • Data Lookup
  • Pivot Tables
  • Conditional Formulas
  • INDEX MATCH
  • Two-Dimensional Lookup
  • Date Functions
  • Advanced Filter Tool
  • Fixed Assets
  • Asset Liquidity
  • Interest Expenses
  • Financial Analysis
  • Debt Ratio
  • Leverage Ratios
  • Profit Margins
  • Profitability Ratios
  • Activity Ratios
  • Liquidity Ratios
  • Accounts Receivable
  • Receivables Turnover Ratio
  • Debt-to-Equity Ratio
  • Investment Ratios
  • Payout Ratio
  • Retained Earnings
  • Cash Ratio

For job roles

  • Equity Analyst
  • Financial Analyst
  • Financial Manager
  • Investment Analyst

Sample candidate report

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