Finance Interview Questions: How to Crack

A job interview for a finance position can be both exciting and nerve-wracking. We’ve compiled a list of the most common finance interview questions and given detailed answers to help you prepare. Knowing how interviews work, answering common questions, and making a good impression on your interviewer can greatly enhance your chances of getting the job.

How to Prepare for a Finance Interview

finance interview questions illustration

Let’s take a moment to talk about how a finance interview works before we get into the questions. Usually, it has several steps, such as screening your resume and cover letter. If you get past this first step, you will be asked to come in for an interview, which can happen in person, over the phone, or through a video call.

At every step of the process, it’s important to be ready. Knowing about the company and the financial industry it works in will show that you are interested and committed, and it will set you apart from other candidates.

When it comes to the finance interview process, it’s important to keep in mind that each step is there for a reason. The screening of resumes and cover letters helps employers get rid of applicants who don’t meet the basic requirements for the job. This is why it’s important to make sure your resume and cover letter show off your skills and experiences that are relevant to the finance industry.

You will be invited to an interview once your resume and cover letter have been accepted. This is where you can show the interviewer what you know, what you can do, and who you are. The interview can be done in different ways depending on what the company wants.

In a face-to-face interview, the interviewer can judge your answers, body language, and overall presence. If you want to make a good first impression, you should dress professionally and be on time. On the other hand, a phone or video interview is easier for both parties and gives them more freedom. Even if you are not there in person, creating a professional and interesting atmosphere is still important.

Importance of Preparation for a Finance Interview

To get ready for an interview in finance, you need to do more than look over your resume and review some basic financial concepts. If you want to stand out from other candidates, you have to do more than the rest.

Researching the company is an important part of getting ready. Understanding the company’s mission, values, and financial performance will help you tailor your answers to fit their goals and show that you care about the company. You can also get a bigger picture of the financial world by learning about the company’s competitors and keeping up with the latest news and industry trends.

In addition to researching the company, reviewing and updating your knowledge of commonly used financial ratios, budgeting techniques, and methods for analyzing financial data is important. This will give you more confidence during the interview and help you answer technical questions in a way that shows you know what you’re talking about.

Also, it helps to practice how to answer the most common finance interview questions. By practicing your answers ahead of time, you can say what you want to say clearly and concisely. Mock interviews with friends or mentors can also help you improve your interview skills and give you valuable feedback.

Remember that the key to doing well in a finance interview is to prepare. The interviewer will think you are more confident and skilled the more time and effort you put into preparing.

Typical Structure of a Finance Interview

A finance interview is usually set up in a certain way to make sure that all important points are covered. If you know how this structure works, you can better prepare and think about the questions you might be asked.

Introduction in Interview

Usually, the interview starts with an introduction, during which the interviewer may tell you about the company, the job you’re applying for, and the reason for the interview. This is also a chance to say who you are and how excited you are about the opportunity.

After the initial greeting, the interviewer may ask you about your experience and skills. This is your chance to talk about your achievements, show off your relevant skills, and give examples of how you’ve solved problems related to money in the past.

Technical Knowledge

In a finance interview, technical knowledge is often essential. You can expect questions to test how well you understand financial ideas, principles, and the industry’s workings. Be ready to talk about things like analyzing financial statements, valuation methods, risk management strategies, and analyzing investments.

In addition to technical questions, interviewers often ask behavioral questions to find out how you deal with people and how well you would fit into the company culture. With these questions, you might be asked how well you can work in a group, deal with stress, solve problems, and talk to people.

Lastly, you should be able to ask questions about the company or the job you are applying for. This is your chance to show how much you care about the company and learn more about what it’s like to work there.

If you know how a finance interview is usually set up, you can better prepare your answers and make sure you cover everything important during the interview.

Now that we know more about how a finance interview works let’s talk about the most common questions and how to answer them.

Also Read:

Informatica Interview Questions and Answers to Look in 2023

Common Finance Interview Questions

Questions about Financial Concepts and Principles

Interviewers in finance often ask questions to see how well you understand financial concepts and ideas. For example, you might be asked to explain the concept of the time value of money or how to figure out the weighted average cost of capital. These questions test your technical skills and your ability to use what you know about money.

When answering these questions, it’s important to explain clearly and briefly. Use relevant examples or situations from the real world to show what you know.

Questions about Financial Analysis and Forecasting

People who work in finance are expected to be good at analyzing things. Because of this, it’s common for interviewers to ask questions about how to analyze and predict finances. You might be asked to look at a company’s financial statements and make suggestions based on what you find. It’s important to show that you can understand financial data and draw conclusions from it.

When you answer these questions, explain how you worked and what you were thinking. To show off your skills even more, list any relevant tools or software you know how to use, like Excel or software for financial modeling.

Behavioral Questions in Finance Interviews

There will be technical questions, but there will also be questions about how you act. These questions test how well you can solve problems, work with others, and talk to people. You might be asked about a time when you had a hard time with money or how you dealt with pressure in a high-stakes situation.

When answering behavioral questions, use the STAR method (Situation, Task, Action, Result) to help you decide what to say. Give specific examples from your past to show your skills and abilities.

Detailed Answers to Finance Interview Questions

How to Answer Technical Finance Questions

When answering technical questions about money, you should restate the question to make sure you understand it completely. If you need to, break the question up into smaller parts. Take your time to organize your ideas and give a well-thought-out answer. If you don’t know something, it’s better to say so and show that you want to find out.

Don’t use too much jargon, and try to be clear. Use clear, simple language to explain things that are hard to understand. This will show how well you can explain financial matters to other people.

How to Answer Behavioral Finance Questions

When answering questions about behavioral finance, you should use examples from your own life. Be true to yourself and honest in your answers. Show how well you can solve problems, how well you can work with others, and how well you can adapt to difficult situations. The important thing is to show how your actions have made things better.

It can also be beneficial to talk about how you can learn from the past and use what you’ve learned to improve the future.

Tips for Success in Finance Interviews

Do’s and Don’ts in a Finance Interview

Here are some things you should and shouldn’t do in your finance interview:

Do look your best and get there on time.

Don't say bad things about past employers or coworkers.

Do look people in the eyes and listen with your whole body.

If you don't understand a question, don't be afraid to ask for help.

Research the company and come up with questions you want to ask. 

Don't just talk about yourself; show interest in the interviewer and what they've done.

How to Impress Your Interviewer with Your Financial Knowledge

If you know a lot about money, you can impress your interviewer and stand out from other candidates. Here are some ways to show what you know:

Share relevant examples from your life that show you understand how money works.

Show interest in learning new things and getting better at your job in the finance field.

Ask the company some thought-provoking questions about its financial strategy and goals.

Don't forget that it's not just about what you know but also how you talk about it and use it in the real world.


In order to get ready for a finance interview, you need to learn about the company, study financial concepts and principles, and practice answering common interview questions. During the interview, your answers should be confident, clear, and true to who you are. Interviews can be scary, but you can do well with the right preparation and attitude. Keep your cool, be yourself, and show how much you care about the finance industry. Good luck with your interviews for jobs in finance!

Press ESC to close