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How to Effectively Screen and Interview Finance Candidates

How to Effectively Screen and Interview Finance Candidates

Hiring the right candidate for your finance team can be a challenging task. You need to find someone who not only has the required skills and knowledge but also fits well with the company culture. To make the process easier, it’s important to have a clear screening and interview process in place. As a recruitment agency, we’re sharing some tips on how to effectively screen and interview finance candidates.

Recruitment in finance - How to Effectively Screen and Interview Finance Candidates

Review the Resume

Start by reviewing the candidate’s resume. Look for relevant experience, certifications, and education. Make sure the candidate has experience in the areas you need, whether it’s accounting, financial analysis, or investment management. Look for any gaps in employment or education and ask about them during the interview.

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Conduct a Phone Interview

Once you’ve reviewed the candidate’s resume, conduct a brief phone interview to screen for basic qualifications and to get a sense of the candidate’s communication skills. Apart from telling a bit about the company, ask about their experience and why they are interested in the position. You can also ask some basic technical questions related to the job to gauge their knowledge.

Prepare Interview Questions

Prepare a list of interview questions that will help you understand the candidate’s experience, knowledge, and personality. Consider asking questions that are specific to the job, such as how they would handle a particular financial scenario. You can also ask questions to assess their problem-solving skills, communication style, and ability to work in a team.

Assess Technical Skills

Depending on the position, you may need to assess the candidate’s technical skills. For example, if you’re hiring an accountant, you may want to give them a financial statement to analyze. If you’re hiring an analyst, you may want to give them a case study to work on. This will help you assess their ability to apply their skills to real-world situations.

Check Cultural Fit

It’s important to assess cultural fit during the interview process. Ask questions that will help you understand the candidate’s values, work style, and communication style. Consider whether the candidate’s personality and values align with those of the company. You can also ask questions to assess their ability to work in a team and their approach to problem-solving.

Check References

Once you’ve identified a strong candidate, it’s important to check their references. This will help you verify their experience and skills and get a sense of how they have performed in past roles. Ask specific questions related to the candidate’s job performance, work style, and ability to work in a team.


In conclusion, screening and interviewing finance candidates requires a well-planned process. By reviewing resumes, conducting phone interviews, preparing interview questions, assessing technical skills, assessing cultural fit, and checking references, you can identify the best candidate for your finance team. Remember to also consider soft skills, such as communication and problem-solving abilities, as these are crucial to success in finance roles.

If you are thinking about hiring finance specialists, as a recruitment agency, we will be happy to share our knowledge about the current job market. Contact us for a free consultation.