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First Excel technical for a consulting new-grad role — how should I prep?

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Feeling anxious about your upcoming Excel technical for a consulting role? You're not alone. While your finance background has equipped you with foundational skills like VLOOKUP and pivot tables, a formal Excel interview can still feel daunting. This guide will help you navigate the nuances of advanced functions and problem-solving strategies that often arise in these tests. By focusing on common tasks and effective practice techniques, you’ll gain the confidence to tackle your interview head-on.

Hey everyone,

I’m a recent grad interviewing for an entry-level consulting/compensation role, and I have a 30-minute Excel technical coming up next week.

I come from a finance background, so I’m comfortable with things like:

  • VLOOKUP/XLOOKUP
  • INDEX-MATCH
  • SUMIFS/COUNTIFS
  • Pivot tables (basic use)
  • Cleaning simple datasets

But I’ve never done a formal Excel “technical” interview before, so I’m not really sure what to expect in a timed setting.

The recruiter said it tests “formulas and advanced functions,” but didn’t give much detail.

For those who’ve done these before:

  • What kinds of tasks usually show up?
  • Is it more about speed, logic, or obscure functions?
  • Any common “gotchas” I should watch out for?
  • Best ways to practice in a week?

If you’ve done consulting/analyst-style Excel tests, I’d really appreciate any advice or sample problems.

Thanks in advance 🙏

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