Answers / FP&A

Describe a scenario where you would use a bottoms-up approach to forecast revenue, and then walk me through how you would integrate that forecast into a top-down company-wide revenue forecast.

A core FP&A interview question — asked in analyst and associate interviews across IB, PE, and the Big 4.

THE SHORT ANSWER

I would use a bottoms-up approach to forecast revenue for a new product launch. This involves estimating sales based on historical data and market research. I would then integrate this forecast into a top-down company-wide revenue forecast by reconciling it with high-level revenue targets and adjusting for any discrepancies.

WHAT INTERVIEWERS LISTEN FOR

  • Bottoms-up approach
  • Top-down company-wide revenue forecast
  • Reconciling forecasts

COMMON MISTAKES

  • Lack of understanding of forecasting approaches
  • Inability to integrate forecasts

Reading isn't the same as answering under pressure.

Interviewers don't hand you the model answer — you deliver yours on a clock. Practice this and 1,000+ questions with AI feedback on every answer.

TRY QUICKFIRE →Or train full FP&A case simulations →

RELATED QUESTIONS