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Finance and Strategy Interview Experiences & Questions

6 real Finance and Strategy interviews from 6 companies: what each round covers, the exact questions, and who got the offer.

What to expect · Finance and Strategy

Based on 6 real interviews

20%Got an offer
3.3/5Difficulty
3Typical rounds
3 weeksStart to finish

Finance and Strategy interviews by company

The Finance and Strategy interview process

Most common round types: Valuation (1).

Real Finance and Strategy interview questions

  1. Excel sheet with interpretation Other · Final / onsite round · JP Morgan
  2. Walk me through what EBITDA is and why an investor would look at it. Valuation · Technical round · Sylvamo
  3. Case Interview with graphical interpretation Other · Other round · JP Morgan
  4. Tell me about your recent role. Other · Recruiter screen · PwC
  5. Redesign Google's on-campus bike system. Other · Online assessment · PwC
  6. Why should we hire you? Other · Phone screen · PwC
  7. Deploy and Monitor an Instagram Ranking Model. Other · Technical round · PwC
  8. How would you define the role of a product manager? Other · Final / onsite round · PwC
  9. Tell me about yourself. Other · Recruiter screen · U.S. Bank
  10. Looking back on your most recent project, what would you have done differently? Other · Recruiter screen · U.S. Bank
  11. Tell me about a time when you worked on a project with a tight deadline. Other · Online assessment · U.S. Bank
  12. Tell me about a time when you felt the most challenged. Other · Phone screen · U.S. Bank
  13. Tell me about a time when you failed at work. Other · Online assessment · IBM
  14. What are current tech trends you find interesting? Other · Technical round · IBM
  15. Why do you want to work at SoFi? Other · Recruiter screen · SoFi
  16. Mock P&L build and business case Other · Take-home assignment · SoFi
  17. more technical questions about role Other · Final / onsite round · SoFi

Latest Finance and Strategy interview experiences

Global Banking Intelligence & Growth Strategy AnalystJP Morgan · Aug 2026

“Overrall smooth, although the last interviewer opened my resume for the first time in the interview after my case and got to know I just graduated. I was told to expect consulting style cases which…”

Rejected3 roundsEntry level
Finance and StrategySylvamo · Jul 2026

“Two rounds total. First a 30-minute screen with the recruiter covering my background and salary expectations, then a 60-minute conversation with the hiring manager focused on my FP&A experience.…”

Waiting1 roundSenior
Finance and StrategyPwC · May 2026

“i think they were clear about the process. It was very straight forward in the beginning, but they switched around the order or behavioral and case study. because of that, i felt unprepared.”

Rejected5 rounds
Finance and StrategyU.S. Bank · Mar 2026

“It was a smooth experience and gave an overview at the phone interview round of what would be expected at the onsite interview.”

Rejected3 rounds
Finance and StrategyIBM · Jan 2026

“It is important to not get flustered during the case if you feel like you do not know something. Stay calm and collected. Take time to think before speaking. One of my interviewers was really nice…”

Rejected2 rounds
Finance and StrategySoFi · Jun 2025

“Process was quick, about 3 weeks end to end but they were looking to fill quickly. Most interviews were behavioral or focused on P&L subject matter expertise. Take home project was to build a P&L…”

Got the offer4 roundsPrincipal

See all 6 Finance and Strategy experiences →

Frequently asked questions

How many rounds are in the Finance and Strategy interview?

Candidates report a typical 3 rounds, usually including a recruiter screen, online assessment, phone screen, take-home assignment.

How hard is the Finance and Strategy interview?

Candidates rate it 3.3/5 on average (medium), across 6 interviews.

How long does the Finance and Strategy hiring process take?

About 3 weeks from first contact to decision, based on reported timelines.

What percentage of Finance and Strategy candidates get an offer?

20% of candidates with a final result got an offer (1 of 5).

What does the Finance and Strategy interview focus on?

The most common round types are Valuation.