Finance and Accounting Top Performers Have These 7 Traits - Clarity Recruitment (2024)

  • Written by: Clarity Recruitment
  • September 25, 2021

Want to stand out from the crowd? Here are the traits that separate finance and accounting top performers from the rest of the crowd.

After interviewing, working with, and recruiting hundreds of top-performing finance and accounting talent, we’ve learned to spot some common qualities and traits that make them successful. Top performers do certain things consistently that allow them to advance in their careers and reach their individual objectives. As a result, they also help their companies grow and succeed.

It’s not that they’re particularly gifted (though some are), so much as that they do business in a particular way. Trained to see the bigger picture, the top-performing finance and accounting professionals tend to look at their jobs and careers from a more holistic perspective. The best people in finance understand that in order to succeed, they must aid and encourage success in others. They are sharp, analytical thinkers, but also strong communicators who can share their insights when they are called upon. The best people in finance are the types to explore opportunities for continuous improvement and can prioritize and formulate solutions that create win-win situations.

1. Interpersonal skills

The best people in finance possess strong interpersonal skills. They have the ability to transcend their normal role and interact cross-functionally with people in other departments. They can put themselves in other people’s shoes, see their points of view, and reframe a discussion accordingly. They ask questions, learn about people and use this information to solve problems.

2. Insight and analysis

Razor-sharp analytical skills are, of course, one of the top seven qualities of the best people in finance. They have the unerring ability to spot patterns in seemingly random data and to draw the appropriate conclusions. They then use their strong interpersonal skills to communicate their insights in accessible and meaningful ways.

The best people in finance understand that in order to succeed, they must aid and encourage success in others. They are sharp, analytical thinkers, but also strong communicators who can share their insights when they are called upon.

3. Leadership

A true leader not only leads from the front, but they’re also right there in the trenches with their troops. They understand the organization’s goals and can nurture team talent to advance company objectives. The best people in finance move seamlessly between leadership roles – from setting a positive example to directing activities, and ultimately being available as a resource for their reports.

4. Improvement

Being successful requires that you see the big picture. And that, in turn, means you have to be able to identify the processes in need of improvement. To the best people in finance, efficiency is the overriding goal. They are relentless in their pursuit of ways to make the business operate more efficiently and effectively. They don’t just report on KPIs, but understand them and make recommendations for improvements.

5. Prioritization

The world of finance is filled with rigid deadlines. Not only do the best people in finance meet those deadlines as a matter of routine; they are able to set priorities and create action plans that make sense for all parties involved. They are true multitaskers.

6. Solutions-oriented

A mindset that is solution-focused, rather than problem-focused, is one of the qualities that all of the top financial minds possess. A true leader doesn’t see barriers – they see opportunities. They are flexible and willing to incorporate suggestions from others while focusing on a workable solution that makes sense for the company’s overarching goals.

The best people in finance move seamlessly between leadership roles – from setting a positive example, to directing activities, and ultimately being available as a resource for their reports.

7. Business partner

In today’s marketplace, finance people are expected to stretch their muscles and contribute to their companies’ strategic thinking. Gone are the days when the CFO’s role was simply to report company results. Today, the top CFOs take the vision of the COO, develop a plan to flesh it out, and unleash its full potential. At least informally, they don an operational hat and create scalable structures to realize, and not just report value.

Ultimately, the best people in finance are strong communicators, who can offer their insights and analysis in a solution-focused way. They have the ability to step out of the traditional boxes to which finance has often been consigned, and speak to the numbers in a way that makes sense to other members of their team and the company as a whole. The best understand that being a real leader means setting examples, being a resource for others, and bringing out the best in their team. They see their world with a view toward continuous improvement, setting priorities, and revising processes in order to make them more efficient and in the end, unleash their potential.

What are some of the traits you think define top talent in finance and accounting? What separates the best from the rest? Let us know what you think!

About the Author

Finance and Accounting Top Performers Have These 7 Traits - Clarity Recruitment (3)

Clarity Recruitment

Clarity is a recruitment firm that helps Canada’s hottest growth companies build teams that know how to scale. We specialize in complex roles like finance, accounting, HR and operations using a process and technology designed to improve decision-making and reduce bias in hiring.

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Finance and Accounting Top Performers Have These 7 Traits - Clarity Recruitment (2024)

FAQs

Finance and Accounting Top Performers Have These 7 Traits - Clarity Recruitment? ›

Along with many of the other types best suited for careers in finance, INTPs are sensible, intelligent, and analytical pragmatists. Unlike some of the other types, they are more adaptable and have a unique outlook on things.

What personality is good for finance? ›

Along with many of the other types best suited for careers in finance, INTPs are sensible, intelligent, and analytical pragmatists. Unlike some of the other types, they are more adaptable and have a unique outlook on things.

What's the most important leadership trait for finance administrators? ›

Communication And Interpersonal Skills

The best financial leaders have strong communication and interpersonal skills. They communicate well with all departments and levels of the organization.

Which personality trait is necessary for a successful career in accounting? ›

Being reliable and trustworthy are important personality traits to have if you plan on working as an accountant. If your friends and family know that they can depend on you, these traits should carry over into your professional life in accounting.

What qualities should a finance manager have? ›

Below are 8 skills any finance manager worth their salt should seek to hone in order to advance their career:
  • Strategic and analytical skills. ...
  • Be tech-savvy. ...
  • Adaptability. ...
  • Honesty and strong values. ...
  • Strong communication skills. ...
  • Leadership skills. ...
  • Industry-specific knowledge. ...
  • Keep learning.

What are the Big Five personality finance? ›

To this end, we describe the Big Five traits – Openness to experience, Conscientiousness, Extraversion, Agreeableness and Neuroticism or OCEAN – and the basic personality science surrounding them.

What is financial personality? ›

Your financial personality reflects traits and attitudes, such as whether you pay your bills on time, or how you feel about the future.

What are the five 5 powerful leadership traits of a good leader? ›

5 Characteristics Every Good Leader Should Have
  • Decisiveness. The ability to make decisions, particularly when under pressure, is an important skill to master. ...
  • Trustworthiness. ...
  • Empowerment of others. ...
  • Clear communication. ...
  • Resilience.

What are the four 4 traits of successful leadership? ›

4 Traits of Great Leadership
  • 4 Essential Characteristics of a Purposeful Leader.
  • Trust. First and foremost, leaders need to be able to develop trust among their employees. ...
  • Compassion. The second characteristic of a purposeful leader is compassion. ...
  • Stability. Stability is the third characteristic of a purposeful leader. ...
  • Hope.
Mar 30, 2023

What is the 5 major leadership trait? ›

He ultimately proposed a set of five major leadership traits that individuals should possess or seek to develop: intelligence, self-confidence, determination, integrity, and sociability.

What is your greatest strength as an accountant? ›

“My greatest strength is my attention to detail and accuracy. I have a meticulous approach to analyzing financial data and ensuring precision in my work, and I strive to maintain the highest level of accuracy and quality in financial reporting.

What personality type are most accountants? ›

Accountant Personality Type

ISTJ personality types are considered accountable, dependable, and diligent, in both their work and personal lives. They enjoy structure and make decisions after a long process of analyzing data. If this sounds like you, consider looking into a career in accounting.

What are the qualities of a good accountant? ›

Accountants must develop good client relationships to build trust. Honesty, integrity, and confidentiality are critical. By demonstrating credibility and consistency, you can help build organizational trust as well.

What are the top 3 roles of finance manager? ›

Financial managers are responsible for the financial health of an organization. They create financial reports, direct investment activities, and develop plans for the long-term financial goals of their organization.

What are the three important roles of a finance manager? ›

The three basic functions of a finance manager are as follows: Investment decisions. Financial decisions. Dividend decisions.

What makes you a great candidate for the finance manager role? ›

A strong finance manager should possess analytical acumen, effective communication skills, and a strategic mindset. These qualities ensure they can interpret data, collaborate with various departments, and make decisions that align with the company's goals.

Is finance good for introverts? ›

📈 According to a study by the Myers-Briggs Company, introverts make up 56.8% of financial professionals, while extroverts make up 43.2%. This means that there are plenty of introverted financial professionals out there who have achieved success in their field.

What is the best personality type for investors? ›

Individualist Investors

They exercise independent thinking and put a great deal of trust in their investment research. For this reason, they are usually less risk averse than others. Individualist investors are usually self-made and hard working.

What is the best personality type for business? ›

The ESTPs, ENTPs, ESTJs, ENTJs, INTJs, and ISTJs are the most common personality types for entrepreneurs and business owners.

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