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

How to ace a finance interview? ›

Six expert tips for your next finance interview
  1. Get to the point. ...
  2. Know your finances. ...
  3. Make yourself the added value. ...
  4. Talk confidently about the industry. ...
  5. Engage with the interviewer. ...
  6. Keep learning.

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.

What to study for finance interviews? ›

  • Have a good understanding of the basics of finance such as financial statements, budgeting, and financial analysis.
  • Review the job description and practice relevant questions that the interviewer may ask.
  • Research the company and its financial performance.
  • Prepare questions to ask the interviewer.
Mar 23, 2023

What to bring to a finance interview? ›

Bring a portfolio containing a notepad, pen(s) and calculator (you may need it). Also bring several copies of your resume (I print them on nice paper) in case your interviewer has not had time to hit the printer before meeting with you.

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 to what is your weakness? ›

So as a recap, the four answers that you can give when being asked, what are your greatest weaknesses, are, I focus too much on the details, I've got a hard time saying no sometimes, I've had trouble asking for help in the past, and I have a hard time letting go of a project.

Why should I hire you? ›

A: When answering, focus on your relevant skills, experience, and achievements that make you the best fit for the role.You should hire me because I am a hard worker who wants to help your company succeed. I have the skills and experience needed for the job, and I am eager to learn and grow with your team .

What is your greatest strength finance interview? ›

Thorough interview practice and preparation, a confident and calm demeanor and concrete examples of how candidates have handled stressful situations in finance are solid interview strengths.

How to answer tell me about yourself? ›

  1. Use Storytelling and Practice Your Answer. ...
  2. Highlight Relevant Strengths and Experience. ...
  3. Share a Professional Story and Relevant Anecdotes. ...
  4. Exercise Research-Based Empathy in Your Response. ...
  5. Provide a Brief Highlight-Summary of Your Experience. ...
  6. Differentiate Yourself from Other Applicants.
Oct 30, 2023

How do I introduce myself in an interview? ›

When introducing yourself to a recruiter, be polite and confident. Start with a greeting, state your name, and briefly mention your current job title or area of expertise. Highlight your most relevant experience and skills that match the job requirements.

What are the four financial statements? ›

There are four basic types of financial statements used to do this: income statements, balance sheets, statements of cash flow, and statements of owner equity.

What are your financial weaknesses? ›

Everyone has different financial weaknesses, some more common than others. These can include overspending, living beyond your means, not having an emergency fund and not tracking your money. These weaknesses can lead to financial stress and can prevent you from reaching your financial goals.

Why should we hire you finance examples? ›

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.

How do you nail a finance manager interview? ›

Have a clear understanding of your career aspirations and be able to articulate them to the interviewer. Prepare answers to common finance manager interview questions, such as those related to your experience working with financial data, forecasting, and budgeting.

Why would you be a good fit for this finance position? ›

Discuss how your attention to detail, problem-solving abilities, strategic thinking, and communication skills make you well-suited for a finance role.

What are the three basic questions of finance? ›

What long-term investments should the firm choose? How should the firm raise funds for the selected investments? How should current assets be managed and financed?

How do I ace an interview with a CFO? ›

Revisit your successes and challenges: Be ready to discuss your key achievements, learning moments, and how you've driven financial strategy in the past. Alignment with the role: Identify specific examples from your experience that align with the CFO role and responsibilities.

Should I wear a suit to a finance interview? ›

What to wear. While other industries may take a much more casual approach to dress code, the world of finance is all about portraying a professional and businesslike appearance. You will wear a suit, of that there is no doubt, but there's still room for error so take heed of our advice.

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