Stifel Financial Financial Analyst interview experience

Got offer

Medium

Positive

London, EnglandPosted Feb 2025 · Candidate report, summarized by Dataford

I went through a Financial Analyst process that leaned heavily on Excel/PPT capability and practical finance tasks, with one pathway feeling noticeably more rigid.

Excel/PowerPoint practical — I was asked to edit a pitch deck and create a simple presentation using Excel and tables.
Case-style fundamentals + Excel modeling — In another similar journey, I got accounting fundamentals with practical scenarios, plus an Excel modeling techniques assessment.
Tooling/automation questions — I was also asked about macros and Power BI, and how AI could support finance automation.
Rigidity and efficiency — One experience emphasized being highly capable and efficient, with solid Excel as a key requirement. Outcome: I didn’t receive an

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