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.

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Six expert tips for your next finance interview (2024)

FAQs

Six expert tips for your next finance interview? ›

Explain what you enjoy most about finance to demonstrate your drive for this type of work and your motivation for doing it well. Example: "I chose to work in finance because I enjoy numerical puzzles. I enjoy how financial equations may have a single answer, but there are many ways to approach it.

What should I say in a finance interview? ›

Explain what you enjoy most about finance to demonstrate your drive for this type of work and your motivation for doing it well. Example: "I chose to work in finance because I enjoy numerical puzzles. I enjoy how financial equations may have a single answer, but there are many ways to approach it.

How to study for a finance interview? ›

The best way to be prepared is to regularly read financial news such as The Wall Street Journal and Financial Times, or watch daily markets coverage from CNBC, Bloomberg and Cheddar. An interviewer may ask what financial news you follow and ask you to discuss a recent news story that interests you.

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.

How to prepare for a finance assistant interview? ›

Before your interview, make a list of all of your skills and experiences that relate to this job. Focus on highlighting your most relevant skills and explaining how they make you an ideal candidate. Answer Example: “I am highly organized, which makes me an excellent finance assistant.

How do you stand out in 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.

How can I impress interviewer? ›

How To Impress In An Interview?
  1. Perform adequate research on the company and the role. ...
  2. Dress appropriately. ...
  3. Arrive early and settle in. ...
  4. Greet the interviewers. ...
  5. Promote yourself. ...
  6. Ask engaging questions. ...
  7. Practice your responses to potential questions. ...
  8. Carry multiple printed copies of your application materials.
Jul 11, 2023

How do you introduce yourself in a finance interview? ›

Example Answers
  1. The Professional Overview. "I'm a finance professional with over ten years of experience in investment banking. ...
  2. The Unique Trait. ...
  3. The Education and Skills. ...
  4. The career goals. ...
  5. The passion for the industry. ...
  6. The previous experience. ...
  7. The leadership experience. ...
  8. The Multilingual Candidate.

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.

What are the three basic questions of finance? ›

What are the three basic questions Financial Managers must answer? 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?

Why should we 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 .

Why should I hire you for a finance role? ›

Sample answer 3:

I pursued an MBA in finance which has equipped me with technical knowledge and a strong foundation to qualify for this job. I understand the industry trends, and I believe I have the right acumen for this job. I'm keen to use my knowledge and gain some more.

What is your strength interview for finance? ›

Demonstrate a Good Work Ethic

They want to hire people who share their values and who they can entrust with the financial transactions they regularly perform. A good finance interview strength is being able to discuss personal work ethic and views of accountability.

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 prepare for a finance associate interview? ›

Top Finance Associate Interview Questions & How to Answer
  1. Question No. 1: Can you explain the steps needed in the tax preparation process? ...
  2. Question No. 2: Have you ever guided staff or a colleague with regard to financial regulation compliance? ...
  3. Question No. 3: What is your preferred financial software?

What is a good answer to why finance? ›

Sample Answer #1:

I'm excited about the dynamic nature of the industry and the opportunity to continuously learn and adapt to new market trends. Pursuing a career in finance will enable me to leverage my skills and contribute to the financial success of organizations."

Why should we hire you finance answers? ›

I pursued an MBA in finance which has equipped me with technical knowledge and a strong foundation to qualify for this job. I understand the industry trends, and I believe I have the right acumen for this job. I'm keen to use my knowledge and gain some more.

What is your greatest strength in finance? ›

5 strengths to mention in an interview
  1. Being organized. If you are an organized person, show employers how you manage your time and tasks effectively to maximize productivity. ...
  2. Being proactive. ...
  3. Being a good communicator. ...
  4. Being flexible. ...
  5. Being passionate.
Jan 26, 2023

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