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? ›

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 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 you ace your next interview tips and examples? ›

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

What are 3 interview tips that will make your interview process a success? ›

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.

Can you think of 3 key tips for a successful interview? ›

Review these strategies for the interview:
  • Be honest and think quickly.
  • Speak clearly and maintain eye contact with the interviewer.
  • Explain what you can do for the employer and why you want the job.
  • Remember to use good examples to illustrate your point and your skills.
  • Express yourself in a positive manner.

How do you 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 are the four key financial statements? ›

There are four primary types of financial statements:
  • Balance sheets.
  • Income statements.
  • Cash flow statements.
  • Statements of shareholders' equity.
Nov 1, 2023

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 do I stand out in my next interview? ›

Here are 11 actions you can take to help you stand out during an interview:
  1. Research the company. ...
  2. Wear bold colors. ...
  3. Arrive early for your interview. ...
  4. Showcase your strengths and areas for improvement. ...
  5. Describe your accomplishments. ...
  6. Give them samples of previous projects. ...
  7. Present a 30-60-90 day plan. ...
  8. Ask unique questions.
Jun 9, 2023

How do you charm an interviewer? ›

How can I impress the interviewer with my answers?
  1. Be passionate. Have a positive attitude and be enthusiastic when talking about yourself and your career. ...
  2. Sell yourself. ...
  3. Tell stories. ...
  4. Ask questions. ...
  5. Ask for the job.
Jun 9, 2023

What are 5 good tips for giving an interview? ›

5 tips for a successful job interview
  • 1 . Be punctual at your interview. It is mandatory to be on time at a job interview. ...
  • 2 . Do your research on the company. ...
  • 3 . Don't forget about nonverbal communication. ...
  • 4 . Be polite with everyone. ...
  • 5 . Be prepared for your interview.

How to impress an 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 to impress an interviewer with a self-introduction? ›

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. Mention any significant achievements or certifications.

How to wow in an interview? ›

6 Ways To Impress At A Job Interview
  1. Prepare for the types of questions you're likely to be asked. ...
  2. Don't lie during your interview. ...
  3. Turn up prepared with plenty of copies of your resume and any other required documents. ...
  4. Dress appropriately. ...
  5. Show interest but don't fawn over the interviewer. ...
  6. It's all about body language.
Dec 2, 2022

How to nail the interview? ›

How to nail an interview
  1. Do your research.
  2. Prepare an elevator pitch.
  3. Study your resume.
  4. Study the job description.
  5. Use the STAR method .
  6. Create a strong first impression.
  7. Be prepared for small talk.
  8. Body language.
Jun 9, 2023

What not to do before an interview? ›

What Not To Do Before a Job Interview
  • Don't stay up late the night before your interview. ...
  • Go easy on the personal fragrances. ...
  • Don't schedule errands, appointments and reunions prior to your interview. ...
  • Remember first impressions are crucial, don't show up looking disheveled.

Why did you choose to go into finance? ›

The Benefits of Working in Finance

Finance degree jobs can provide relatively high pay, stability, opportunities for advancement and consistent demand projections. Careers in finance may also offer flexibility for employees by allowing them to work remotely or in hybrid environments.

Why should we hire you finance examples? ›

Example answers to this interview question

I have been dedicated to financial services for many years, and believe that this position is the next logical step for me in my career. I have developed impressive financial assessment skills and I am confident that I can be an asset to the company in this role.

Why did you want to major in finance? ›

A finance degree can open doors to a broad range of dynamic professional opportunities — often with high earning potential in diverse industries. Finance majors learn fundamental business skills that can translate to careers in a variety of organizations in the public, private, and nonprofit sectors.

Why are you interested in accounting and finance? ›

"I've always been captivated by numbers and the precision that surrounds them. Accounting allows me to work in a realm where every detail matters, and I find that incredibly fulfilling. As an accountant, I can organize complex financial data and aid companies in making well-informed decisions."

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