How to Answer: Tell me about the process you follow to create reports.
Advice and answer examples written specifically for a Financial Analyst job interview.
36. Tell me about the process you follow to create reports.
What You Need to Know
This question can be nuanced and difficult to navigate, depending on the specific report, the company, and the industry, which would influence the general steps one might typically follow. So use this question to showcase that you are organized and methodical when sharing your work style and ethic with them. Define the general process you use in your reporting to ensure efficiency and consistency. Consider your audience, in this case, the hiring authority and the company you are interviewing with. What do they need to know, and how would you define the purpose of the report while customizing that information to communicate best with them? Share how you would approach gathering and analyzing the data. Keep your language professional while describing your approach and the types of visuals you'd use to illustrate your points. Assure them of your attention to detail and how you would ensure it was professional and ready for submission before passing it on.
Written by Kevin Downey on August 3rd, 2023
Experienced Example
"I start with a company overview, investigating all the deciding factors an investor will need. I often include this information in my investment thesis. Next, I will include the key risks and valuation. I am thorough and make sure I have reviewed every aspect of the business to help investors make an informed decision."
Written by Kevin Downey on August 3rd, 2023