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Financial Analysts Interview Template

Looking to recruit a financial analyst for your team? Use this Financial Analysts Interview Template to uncover your candidate's hard and soft skills!

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What’s inside this Financial Analysts Interview Template:

1👋 Introduction

Ask the candidate to give a quick introduction.

  • Tell me about yourself?

2✍️ Financial reporting

Ask the candidate questions about experience with financial reporting,

  • What types of financial reporting software and systems have you used in previous jobs?
  • Tell me about the typical reports you generated in your last position—how were they used?
  • Tell me how you would put together an investment proposal for senior management.
  • How do you maintain accuracy and quality control in your work?

3💪 Challenges

Ask the candidate about how they dealt with previous challenges.

  • Describe a time when you faced a particularly tight deadline or had to juggle multiple projects. How did you overcome that challenge?
  • In previous roles, what have you done when you couldn’t find the information you need?

4💡 Insights

Ask the candidate about their experience providing useful insights for an organization.

  • Tell me about a time when you had an insight that helped your company make a better decision about financing or valuation.


Any questions for me?

6✅ Next steps

Communicate with the candidate what the next steps are?

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