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    Start File Advanced Excel Interview - v2

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    Cam Tuyen
    The document contains an advanced Excel interview test with multiple questions and tables to fill out related to financial modeling and analysis. Questions include calculating net operating income over a holding period, analyzing gross margin percentages by brand, and creating a monthly salary expense table with prorated amounts for employee resignations.

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    Start File Advanced Excel Interview - v2

    Uploaded by

    Cam Tuyen
    40 views7 pages
    The document contains an advanced Excel interview test with multiple questions and tables to fill out related to financial modeling and analysis. Questions include calculating net operating income over a holding period, analyzing gross margin percentages by brand, and creating a monthly salary expense table with prorated amounts for employee resignations.

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    Start File Advanced Excel Interview_v2

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    The document contains an advanced Excel interview test with multiple questions and tables to fill out related to financial modeling and analysis. Questions include calculating net operating income over a holding period, analyzing gross margin percentages by brand, and creating a monthly salary expense table with prorated amounts for employee resignations.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    40 views7 pages

    Start File Advanced Excel Interview - v2

    Uploaded by

    Cam Tuyen
    The document contains an advanced Excel interview test with multiple questions and tables to fill out related to financial modeling and analysis. Questions include calculating net operating income over a holding period, analyzing gross margin percentages by brand, and creating a monthly salary expense table with prorated amounts for employee resignations.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 7

    Advanced Excel Interview Test

    Advanced Excel Interview Test


    Get 10% OFF our Complete Finance & Valuation Course using coupon code FINANCE10

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    Made by Career Principles x Kenji Explains

    Note
    All content is copyright material of Career Principles x Kenji Explains.
    This Excel model may not be reproduced or distributed by any means, including printing,
    screencapturing, or any other method without the prior permission of the publisher.
    Q1) Instructions
    Calculate Net Operating Income and create a dynamic model that updates based on the holding period o
    the holding period.

    Assumptions
    Rental Income Growth Rate 2.5%
    R&M as a % of Rev. 11.0%
    Utilities as a % of Rev. 10.0%
    Mgmt. Fees as a % of Rev. 5.5%

    Holding Period ->

    Holding Period
    1 2 3 4
    Revenue:
    Rental Income 55,995
    Total Revenue
    Operating Expenses:
    Repairs & Maintenance
    Utilities
    Management fees
    Total Operating Expenses
    Net Operating Income
    es based on the holding period of 2-10y. Assume no sale proceeds at the end of

    Holding Period
    5 6 7 8 9 10
    Q2) Instructions
    Fill the tables to show the top 5 and bottom 5 brands by gross margin percentage

    Brand Revenue COGS Gross Margin Gross Margin % Top 5 Gross Margin %
    Coca-Cola 928,221 371,488 556,733 60.0% Rank Margin % Brand
    Diet Coke 710,961 641,971 68,990 9.7% #NAME?
    Sprite 464,919 188,255 276,665 59.5% #NAME?
    Fanta 654,491 331,570 322,920 49.3% #NAME?
    Vitamin Water 606,332 395,368 210,963 34.8% #NAME?
    Honest Tea 956,480 737,076 219,404 22.9% #NAME?
    Powerade 307,895 188,970 118,925 38.6%
    Costa Coffee 277,939 112,880 165,059 59.4% Bottom 5 Gross Margin %
    Minute Maid 443,868 268,369 175,498 39.5% Rank Margin % Brand
    Peace Tea 146,516 85,987 60,529 41.3% #NAME?
    Georgia Coffee 468,784 414,121 54,663 11.7% #NAME?
    Aquarius 716,204 329,969 386,235 53.9% #NAME?
    #NAME?
    #NAME?
    Q3) Instructions
    Create a monthly salary expense table in the light blue area. Please consider prorated expense amounts given a specific resignation date

    Resignations Salary per monthResignation date Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22
    Research Analyst $5,000 3/15/2022
    Sr. Financial Analys $7,000 6/17/2022
    Jr. Financial Analys $5,000 2/5/2022
    HR Recruiter $4,000 8/25/2022
    Copywriter $3,500 1/18/2022
    Aug-22 Sep-22 Oct-22 Nov-22 Dec-22

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