Financial Analyst Mock Interview

To help you prepare for your Financial Analyst interview, here are 40 interview questions and answer examples.

Financial Analyst was updated by on August 9th, 2023. Learn more here.

Question 1 of 40

Tell me about yourself.

"A bit about me - I love to travel, read, and conduct research. I am a recent grad from Columbia University and have spent the past 12 months traveling the world. It was the best experience that I could have given myself. I most enjoyed immersing myself in other cultures and experiencing other ways of being. As a result, I feel more culturally competent than ever, as I learned so much from seeing how others live. I returned to the US just last month and have been actively looking for work with a company whose values and culture align with mine. I look forward to collaborating with a company that I could support."

Next Question

40 Financial Analyst Interview Questions & Answers

Below is a list of our Financial Analyst interview questions. Click on any interview question to view our answer advice and answer examples. You may view 5 answer examples before our paywall loads. Afterwards, you'll be asked to upgrade to view the rest of our answers.

One of the most important things a candidate needs to evaluate when competing for any position with any company is determining if their culture and work environment are the right fit for them. For a financial analyst, this is especially relevant. They need to learn why the interviewer is recruiting for this position. Is this a newly created role for this company, and was there resistance? Is this one of those situations where the CEO was unfamiliar with the benefits of hiring a financial analyst, believing they didn’t need one and could do the job themselves? What kind of personality does that executive have, and would they be receptive to you if hired?

If the above doesn’t apply, was this position recently vacated, and, if so, why? Was the person who held the position trained into the role with no prior experience? How much of the company’s time and funds were invested in that candidate’s training, and how effectively did they mitigate risk? Was the person capable and admired, or did they fail to deliver? Either way, they may want to avoid the time and cost of hiring and training someone new, or someone less experienced, for the role. So, more likely than not, their ideal candidates would be accomplished in their industry and field, be familiar with their company, products, and services, and require little time to get up to speed. But that presents another question. If you meet that criteria, can they afford you?

Regardless, your interviewer will need convincing that your expertise will exceed their expectations and that paying you for your professional worth will prove a worthy return on investment. Therefore, the surest method of establishing your professional worth is delivering a memorable interview. As a financial analyst, research and gathering data is the nature of this job, and it will take more than just words to deliver a great interview. Every response to their questions needs to showcase your strong work ethic through your research on this position, this industry, the company, its competitors, and on yourself.

Throughout your interview, you also need to demonstrate your enhanced communication skills through how articulately you answer each question. You’ll need to pay attention to how they phrase each query, as they may occasionally test your attention to detail, a core competency of a financial analyst. You may also need to identify where they are struggling and where they aim to go. This requires tact and nuance because the research, data, and observations you uncover from being on the outside might not reflect the opinions and views of those working within the company, which serves as yet another test of your communication skills and tact.

Not only do they need to believe that you are skilled enough to do the job and that you have excellent problem-solving abilities, but they also possess the integrity they require to be entrusted with the welfare of their company. They need to ensure you can be entrusted with their confidential information, assets, and vision for the future. Most importantly, you need to showcase your professional worth through your leadership skills. You’ll do this by asking specific questions that aim to answer what you were unable to learn on your own. In other words, you need to keep gathering data while defining your needs.

As they say, you are interviewing them as much as they are interviewing you. Therefore, you need to expend every effort to ensure this position and company feel like the right fit for you. Your research and data gathering shouldn’t end until the interview concludes. And, when that last question arrives, and they ask if you have any more questions, this is the time to reverse any preconceived notions they have about you and to address any misinterpreted signals or red flags raised.

All you have to do is ask, ‘Do you have any apprehensions about hiring me or anything I can clarify before we wrap up?’ This gives you the upper hand and exemplifies your leadership skills and enhanced communication skills. Be open and receptive to their feedback and what they have to say. Actively listen and validate while avoiding responding emotionally and objectifying the situation. This will make you a memorable candidate, present you as especially skilled in all the right ways, and frame you as a low-risk investment candidate, which is everything a financial analyst should represent.

  • Accomplishment

    1. Tell me about yourself.

  • Adaptability

    2. When planning, how often do you create alternative scenarios to help you adjust to changing situations?

  • Behavioral

    3. Who is your hero?

  • Behavioral

    4. The financial industry is large; however, it can be close knit. Describe your reputation in our industry.

  • Behavioral

    5. What unique qualities would you bring to our company?

  • Behavioral

    6. In your opinion, what profitability models are most accurate for forecasting?

  • Capability

    7. When reviewing investment programs, how do you interpret data?

  • Career Goals

    8. Has your career progressed as you would have liked?

  • Career Goals

    9. Where do you see your finance career five years from now?

  • Career Goals

    10. Tell me one thing about yourself that you would like to improve upon.

  • Career Goals

    11. Describe a time you made the wrong career decision. How did you correct your misstep?

  • Communication

    12. Tell me about a time you presented an oral report to a client or employer. How did you ensure the information was absorbed?

  • Communication

    13. Explain one financial concept to me.

  • Communication

    14. How would you explain your job as a financial analyst to someone with no financial background?

  • Compatibility

    15. What are your thoughts about our company culture?

  • Compatibility

    16. Which is more beneficial - to increase price by one percent OR to increase customer base by one percent?

  • Compatibility

    17. When looking at the profitability of an investment, what other factors do you consider besides Net Present Value (NPV)?

  • Compatibility

    18. If you could analyze only one type of financial statement for your clients, which financial statement would you choose?

  • Competency

    19. What do you know about our products and services?

  • Diligence

    20. Why should we hire you over another candidate?

  • Diligence

    21. Accuracy is very important when making projections based on financial data. How do you ensure accuracy?

  • Diligence

    22. What finance-related magazines, newspapers, or journals do you read?

  • Discovery

    23. Share with me your thoughts on the 2008 mortgage crisis.

  • Education

    24. Walk me through your finance-related education. Which courses were your favorite? Where did you struggle?

  • EQ

    25. Tell me about a setback you faced on the job.

  • EQ

    26. What are your strengths and weaknesses?

  • EQ

    27. Do you think honesty is always the best policy?

  • Experience

    28. When did you start following the stock market? Have you had success?

  • Experience

    29. How do you evaluate the financial health of a company?

  • Experience

    30. What are the most important factors to consider when processing a loan application?

  • Experience

    31. Tell me about your experience with annual planning processes.

  • Experience

    32. How does the current monetary policy affect your decision-making?

  • Job Satisfaction

    33. How do you like to be recognized for your accomplishments?

  • Job Satisfaction

    34. If you could move into any other industry, which would you like to explore?

  • Leadership

    35. What type of manager brings out the best in you?

  • Operational

    36. Tell me about the process you follow to create reports.

  • Performance Based

    37. How long will it take you to make a meaningful contribution to our team?

  • Salary

    38. What are your salary expectations?

  • Teamwork

    39. Describe how you build relationships with your coworkers and supervisors when entering a new job.

  • Technical

    40. In your opinion, what are the most important metrics when dealing with investors?