Six expert tips for your next finance interview (2024)

Whether you’ve got years of experience or are just starting out, interviews can be an intimidating prospect. If you’re looking to land your next finance role, our expert tips could help…

Despite uncertainty rippling through the global financial services sector — fuelled, in part, by growing concerns over Brexit and other geopolitical pressures — the finance sector remains a competitive industry for workers.

This competitiveness is never more evident than when you’re trying to land a new role. But to help you out, we’ve asked some of our financial industry experts for their insight on how you can land your new financial job.

Get to the point

“A good CV should be clear, concise, and easy to read,” explains Andy Hickey, a specialist in finance recruitment at Robert Walters New Zealand. “When describing your previous jobs, you should break each role into two key areas: responsibilities and achievements.” Hiring managers won’t want to sift through paragraphs of information, he says, so keep things relatively succinct and get straight to the point.

“It’s also useful to mention some information about the companies you’ve worked for. Don’t forget to include a few lines about company size and turnover, location, number of staff, and the type of work the company does.” As Andy explains, this provides context to your experience and is particularly useful if you’ve worked for smaller or less well-known businesses.

Know your finances

The most important bit of research a finance candidate can do is to look into the financial health of the company they’re applying for, advises Phill Westcott, commerce director in Robert Walters’ London office. “Analyse the company’s accounts over a three to five year period and let this form some of the questions you ask in the interview, such as ‘what has contributed to 10% growth year-on-year over the last three years?’ or ‘why did revenue drop last year?’ This will highlight your knowledge of the company.

If you’re applying for a more senior role or a position at a smaller company, you might need to carry out more in-depth research, adds Andy. “Every company is different in terms of size and the amount of information available, but you still need to make sure you read everything that’s out there and prepare for all eventualities when it comes to the interview.”

Make yourself the added value

“Hiring managers don’t want you to recite your CV in an interview, they have it in front of them,” warns Phill. “Instead, focus on the nuances of your own achievements and how they’ve had an impact in previous companies.” Make yourself the added value, he adds, particularly when it comes to showing off what soft skills you could bring to a role.

“When it comes to the finance industry, roles have moved on from simply reporting on the past and managing the present,” explains Andy. “These days it’s all about creating the future, and that’s why hiring managers look for candidates with a skillset that demonstrates a 50:50 split between hard and soft skills.” To really add value to an organisation you need to be a strong communicator with excellent stakeholder engagement skills, he continues, particularly with the rising popularity of business partnering models.

Talk confidently about the industry

“Strong candidates should be able to talk purposefully about finance as a whole, and how it’s evolved into a function that now drives business results,” argues Andy. “The idea of accountants who sit in the corner churning through reports is very dated, and these days companies need individuals who can think bigger picture and are more commercially minded in their approach.”

One thing to mention is the increasing role of technology in the finance industry, Andy says. “Automation is no longer a source of competitive advantage — it’s now a competitive necessity for a lot of businesses. Technology is adapting at a rapid rate and driving forward new, efficient ways of doing business, so it’s imperative that companies stay ahead of the curve.”

Engage with the interviewer

As well as highlighting your experience and skills, Phill reminds his candidates how important it is to connect with the hiring manager on a human level. “Try not to approach an interview as simply a ‘process’. Instead, try and engage with the interviewer on a personal level, involving yourself in small talk and giving them a chance to see the ‘real you’”.

“At an appropriate time, ask the interviewer about themselves, about their own interests and background in the financial field,” he suggests. “This will not only encourage them to naturally warm up and engage with you, but could also stimulate some healthy discussion about finance in general, which could give you the opportunity to show off some of your skills, views and knowledge of the sector.”

Keep learning

There’s a fine line between presenting your experience and appearing over-confident, warns Phill, so make sure you show the hiring manager you have a willingness to keep learning and developing your skills in a new role. “Just remember to present your existing skills competently, and elaborate using clear, concise examples.”

“Don’t forget,” adds Andy, “that an interview is the best opportunity for a candidate to learn more about a business so make sure the questions you choose to ask allow you to do that.” Andy suggests asking questions about how the interviewer sees the role, and how they expect the role to evolve over time. “This is a great way to ‘get behind’ the job description and learn what the role is really about.”

For more interview tips read our blog on 7 ways to stand out from the competition.

Want to continue your job search?View and apply for our latest jobs.

Six expert tips for your next finance interview (2024)

FAQs

Six expert tips for your next finance interview? ›

Some interviewers may attempt to stress you out during the interview process, but try to go into the discussion calmly and with a clear head. Remember to prepare well, be up to date on financial news, and know the cornerstones of finance. Show off your analytical skills—a rapid-fire response probably will not cut it.

How to ace a finance interview? ›

Some interviewers may attempt to stress you out during the interview process, but try to go into the discussion calmly and with a clear head. Remember to prepare well, be up to date on financial news, and know the cornerstones of finance. Show off your analytical skills—a rapid-fire response probably will not cut it.

What is the best answer to why finance in an interview? ›

Here's an example of how to highlight your educational background in your answer:"I chose to study finance because I realized I was passionate about investing and excellent at investment strategies. I took capital markets, financial accounting, corporate finance, financial modelling, and portfolio management courses.

How do I impress a CFO in an interview? ›

How to Prepare for an Interview with a CFO?
  1. Understand the Company and Industry. ...
  2. Review the CFO's Background. ...
  3. Familiarize Yourself with Financial Statements. ...
  4. Demonstrate Your Financial Acumen. ...
  5. Highlight Your Strategic Thinking. ...
  6. Prepare for Behavioral Questions. ...
  7. Stay Updated on Industry Regulations. ...
  8. Ask Informed Questions.
Dec 5, 2023

What are some interview tips or strategies that would make you more likely to be hired? ›

During the Interview
  • Plan to arrive early. ...
  • Be prepared to summarize your experience in about 30 seconds and describe what you bring to the position.
  • Listen carefully to each question asked. ...
  • Remain positive and avoid negative comments about past employers.
  • Be aware of your body language and tone of voice.

What were the 5 tips given to ace an interview? ›

Tips for a Successful Interview
  • Be on time. ...
  • Know the interviewer's name, its spelling, and pronunciation. ...
  • Have some questions of your own prepared in advance. ...
  • Bring several copies of your resume. ...
  • Have a reliable pen and a small note pad with you. ...
  • Greet the interviewer with a handshake and a smile.

What is a good answer for what is your weakness? ›

Example: “My greatest weakness is that I sometimes have a hard time letting go of a project. I'm the biggest critic of my work. I can always find something that needs to be improved or changed. To help myself improve in this area, I give myself deadlines for revisions.

How to pass a CFO interview? ›

Here are some performance tips to help you ace your CFO interview:
  1. Speak their language. Alright, first things first, you want to be clear, concise, and on point. ...
  2. Radiate confidence. Confidence isn't just about knowing your stuff (though that's important), it's also about showing it.
Aug 3, 2023

What a CEO wants to hear in an interview? ›

10 good CEO interview questions
  • What do you think our company's mission and vision are?
  • What changes would you implement during your first year in the company? ...
  • What would you do in your first 30 days as CEO of our organization?
  • Who do you believe are our biggest competitors?
Aug 23, 2023

What is a great question to ask a CFO? ›

What does a typical workday look like for you? What is your most important professional responsibility? What are the most significant changes you see on the horizon with regards to your industry? What sort of obstacles arise when attempting to evoke change in your industry?

What are the 5 C's of interviewing? ›

These 5 Cs stand for Competency, Character, Communication Skills, Culture Fit and Career Direction. 1. Competency - having the requisite technical skill in performing the task is the key. Detective Tip: giving technical assessment during interview.

How can I maximize my chances of getting hired? ›

11 job application tips for landing the job
  1. Research the company you're applying to. ...
  2. Read and understand the job descriptions. ...
  3. Get your job search assets ready. ...
  4. Quantify your resume accomplishments. ...
  5. Tailor your resume to the job you're applying for. ...
  6. Customize your cover letter. ...
  7. Be thoughtful about your application answers.
May 4, 2023

What is one question you should ask in a finance job interview? ›

10 Best Questions to Ask in a Finance Job Interview
  • How Have Regulations Impacted Your Business?
  • Why Did This Job Become Available?
  • Could the Job's Responsibilities Change Within a Year?
  • How Do You Handle Clients in Financial Hardship?
  • What Career Opportunities Are Available?
  • How Do You Measure Success?
Feb 18, 2023

How do you nail a financial analyst interview? ›

In short, be prepared to prove that you understand the financial concepts that make up your job. You might be asked to analyze a spreadsheet, read a financial statement, discuss how you'd solve a problem in Microsoft Excel, or explain a financial term (like positive cash flow), among other things.

What are the three basic questions of finance? ›

What are the three basic questions addressed by the study of finance? What long-term investments should the firm undertake? How should the firm raise money to fund these decisions? How can the firm best manage its cash flows as they arise in its day-to-day operations?

Why should we hire you as a finance officer? ›

A recommended answer to this could be: “Having read the job description and having looked at your company website, the role attracted me as I feel that I have the suitable skills for this role such as working to a deadline, experience with yield management, knowledge in SQL, etc.

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