Answers / FP&A

A company is considering investing in a new project with a projected 5-year payback period. What are the key factors to consider when evaluating the project's viability, and how would you present your findings to stakeholders?

An advanced FP&A question — expect it in final rounds and case-heavy interviews (IB, PE, Big-4 Transaction Services).

THE SHORT ANSWER

Key factors to consider include the project's expected return on investment, the risk profile, and the potential impact on the company's overall strategic objectives. I'd use a combination of financial metrics such as NPV and IRR to evaluate the project's viability, and then use sensitivity analysis to test the robustness of the results. Next, I'd present my findings to stakeholders using a clear and concise format, highlighting the key benefits and risks of the project and providing recommendations for approval or rejection.

WHAT INTERVIEWERS LISTEN FOR

  • Expected return on investment
  • Risk profile
  • Strategic objectives

COMMON MISTAKES

  • Failure to consider multiple metrics
  • Inadequate risk assessment

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