20 essential finance job interview questions form template

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Our 20 essential finance job interview questions form template equips you with a structured framework for effective use.

5 minute read • 1 January 2025
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20 essential finance job interview questions form

No. Question Answer
  Competence-Based Questions  
1 Can you describe a time when you successfully managed a financial analysis or reporting project? What tools and methods did you use?  
2 Tell me about a time when you identified and implemented cost-saving measures in a previous role. What was the outcome?  
3 Describe a situation where you had to resolve a complex financial issue. How did you approach it and what was the result?  
4 Give an example of a time when you provided financial advice or recommendations that significantly impacted decision-making within your organisation.  
5 Tell me about a financial forecasting or budgeting project you led. How did you ensure accuracy and reliability of the forecasts?  
6 Can you provide an

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What is this for?

The 20 Essential Finance Job Interview Questions form serves as a comprehensive guide to assess candidates applying for finance positions. It includes a blend of competence-based inquiries focusing on technical proficiency in financial analysis, budget management, and risk assessment. These questions are designed to evaluate the candidate's ability to handle complex financial tasks and make informed decisions that impact organisational outcomes.

The form includes non-competence-based questions aimed at gauging the candidate's motivation, problem-solving skills, and adaptability. These queries delve into the candidate's personal attributes, such as their passion for finance, approach to challenges, and readiness to adapt to dynamic financial environments. Together, these questions provide interviewers with a holistic view of each candidate's suitability for the finance role, ensuring that the selected individual not only possesses the requisite technical skills but also aligns with the company's culture and values.

20 essential finance job interview questions form template
  • Equality Act 2010: Ensures that interview questions are non-discriminatory and do not relate to protected characteristics such as age, gender, race, disability, and more.

  • Employment Rights Act 1996: Provides a framework for fair treatment during the recruitment process, ensuring that interview questions are relevant to the job role.

  • Data Protection Act 2018 (incorporating GDPR): Requires that any personal data collected during interviews is handled in compliance with data protection principles.

  • Acas Code of Practice on Recruitment and Selection: Offers guidance on maintaining fairness, consistency, and transparency during the interview process.

  • Best Practice: Job-Relevant and Competency-Based Questions: Ensure that interview questions are directly related to the job role and assess the candidate's skills, experience, and suitability for the position.

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