The FP&A Interview Playbook

Watch a Free Preview

Learn how to write an effective FP&A resume in this 30-minute course preview.

By submitting this form, you agree to receive communications from us.

Program Curriculum

Create a stand-out resume

Learn to highlight your FP&A skills effectively - even if you haven’t done an FP&A role yet. Use our best practice example as a template.


What you will learn

Create a stand-out resume, ace your interviews, and land the FP&A job offer. 


Module 1
Selecting the Right FP&A Role

Before beginning to apply for FP&A roles, you need to be clear about what FP&A is all about, what the day-to-day responsibilities are, and what the career path looks like as you progress to more senior roles. 

We cover:

  • Introduction to FP&A 

  • FP&A within the organization 

  • A Day in the Life of an FP&A Analyst 

  • The key tasks of FP&A 

  • The five types of FP&A Roles 

  • Business Partner Role

  • Consolidations / Reporting Role

  • Center of Excellence Role 

  • Project Role 

  • Full P&L Role

  • Role Comparison

  • FP&A Career Paths 

  • How responsibilities change over time

  • Technical versus influencing skills


Module 2
Creating a Stand-out Resume

The most selective stage of the FP&A recruiting process is the resume selection phase. At this point, the vast majority of applicants get eliminated. 

To make it to the interview stage, you need to create a stand-out resume that concisely and clearly communicates that you have the experience and skills hiring managers are looking for. 

In this module, you’ll learn what differentiates a mediocre from a stand-out resume. Instead of theoretical discussions, we use a real example to illustrate best practices and help you take your resume to the next level.

We cover:

  • How HR, Recruiters, and Hiring Managers select a resume

  • Review of a best practice resume (template included)

  • FP&A Competency Assessment


Module 3
Mastering FP&A Case Studies

Case studies are a way to test how applicants perform when given a task similar to what they are expected to do on the job. 

Typically, that involves a combination of Excel, analysis, and presentation tasks. This module gives you an opportunity to practice with a real FP&A case study. 

After you have done the case study, you can review how a job candidate who got hired answered the case study and watch a detailed solution walk-through.

We cover:

  • Case Study Exercise

  • Exercise Solution Walkthrough


Module 4
Navigating FP&A Job Interviews

Once you have passed the resume selection and case study phases, it’s time for the interview stage. 

Most companies conduct a screening interview, where you discuss your resume with a recruiter or HR manager, peer interviews, where you talk to your potential finance colleagues or cross-functional business partner,  and lastly, hiring manager interviews with your prospective managers. 

Each interview type requires a different preparation.

You’ll learn what the 18 most commonly asked interview questions are, why hiring managers ask them, and how to approach each of them in detail.

We cover:

  • The Screening Interview

  • The Peer Interview

  • The Hiring Manager Interview

  • Interviewing Exercise

  • Interview Question Deep-Dive: Why hiring managers ask each question and how to approach it

  • Introduction & Background Questions

  • Technical Skills & Experience Questions

  • Problem Solving & Analysis Questions

  • Time Management & Prioritization Questions

  • Interpersonal Skills & Teamwork Questions

  • Self-Assessment & Continuous Learning Questions

  • Questions to ask the hiring manager


Bonus Module
Interview with a Finance Recruiter

This wide-ranging conversation with a partner at a finance recruiting firm covers the following topics:

  • Overview of the recruiting process

  • The relationship between the recruiter and the candidate

  • How to get on a recruiter's radar

  • What firms are looking for in FP&A candidates

  • Red flags to avoid

  • Questions candidates should ask

  • How to prepare for an interview

  • How to stand out right out of undergrad

  • Transitioning into FP&A from a different field

Enroll now and learn what it takes to land your FP&A dream job:

Your investment is 100% risk-free

If you don’t find the course valuable, we’ll happily refund your full payment until 7 days after your purchase date.

Your Instructor

Christian Wattig is an accomplished FP&A expert and educator with over a decade of leadership experience in multinational corporations and fast-growing tech start-ups. 

He worked in FP&A leadership roles at Procter & Gamble, Unilever, and Squarespace.

Christian shares his FP&A expertise as the Director of the Wharton School's FP&A Certificate Program and as a corporate trainer through his own company, FP&A Prep. 

During his time at Unilever, Christian led the Finance Undergrad Recruiting team, hired dozens of FP&A candidates, and exchanged notes with numerous hiring managers across several industries. 

Christian Wattig

 

Online Course

Enroll NowLogin

Answer FP&A interview questions confidently

Learn what the most common interview questions are, what hiring managers are listening for, and how to approach each question in detail.

Complete FP&A case studies with ease 

Get hands-on practice with FP&A case studies and review the solutions that got real applicants hired.  

Based on recruiting best-practices followed at:

...and many other companies.

Christian trained over 500 finance professionals, including:

Enroll Now

Get ready to earn your FP&A job offer:

Enroll Now

Frequently Asked Questions


Why should I apply for an FP&A role?

A career in FP&A is attractive because it offers a unique combination of puzzle-solving and psychology that many find rewarding. Analysis, forecasting, planning, modeling, month-end close, process optimization—that’s all about solving puzzles.

Then there is business partnering, financial storytelling, and advocating for sustainable growth and profitability—all of which involve knowing people and psychology. 

While more and more people enter FP&A careers, the supply of FP&A roles is continually increasing as well. There are two reasons why companies increase the rate at which they hire for FP&A roles. 

One, leaders increasingly see the value of FP&A as a strategic partner that helps them make better decisions through in-depth analysis and connecting operational metrics with financials. 

And two, accounting roles and other finance fields with repetitive tasks increasingly get automated, which opens up the capacity to hire FP&A professionals. |


What will I learn from this program?

In short, you will learn best practices that improve your chances of landing your dream FP&A job. You’ll learn how to prepare for each aspect of the hiring process, including leveling up your resume, practicing case studies, and navigating the most common interview questions.  


I want to transition into FP&A from a different field. Is this course for me?

Many job seekers successfully land FP&A roles coming from other fields like accounting, treasury, banking, or even non-finance careers. It's crucial to showcase how your past experiences prepare you for common FP&A tasks. We cover this in-depth by walking through an example resume of someone who transitioned from a different field into FP&A. 


I’m already in FP&A and plan to apply for a more senior role. Can this course help me?

We selected the interview questions and case studies to apply to both entry-level and more senior positions. This means that this course will prepare you to apply for a wide range of FP&A roles, from FP&A Analyst to Senior Financial Analyst, Manager, and FP&A Director. 


How much time will it take to complete this course?

Most learners will spend about five hours watching the video lessons, reading the materials, and doing the exercises.


What’s the format of the lessons?

You’ll learn through video lessons that you can speed up or slow down to learn at your own pace, downloadable slides that are detailed enough to stand on their own, and hands-on exercises with provided solutions. 


Is there a community included in the course?

When you enroll in the program, you’ll gain access to a private LinkedIn group, where you can connect and network with peers and hiring managers.


How long will I have access to the course?

You have lifetime access to all materials.


What’s the refund policy?

If you complete the lessons and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after your purchase date.


How do I register for this program?

Click the "Enroll Now" button below to register for the FP&A Interview Playbook course.

Enroll Now

Format: Videos, Exercises
Duration: 5 hours
Price: $500