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Top 30 Financial Analyst Interview Questions
Question 1 of 33
If you could analyze only one type of financial statement for your clients, which financial statement would you choose?
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List of Financial Analyst Interview Questions
  1. If you could analyze only one type of financial statement for your clients, which financial statement would you choose?
  2. Tell me about your experience with annual planning processes.
  3. When did you start following the stock market? Have you had success?
  4. Explain one financial concept to me.
  5. Tell me about a time when you presented an oral report to a client or employer. How did you ensure the information was absorbed?
  6. How does the current monetary policy affect your decision making?
  7. In your opinion, what profitability models are most accurate for forecasting?
  8. When reviewing investment programs, how do you interpret data?
  9. Accuracy is very important when making projections based on financial data. How do you ensure accuracy?
  10. In your opinion, which is more beneficial: To increase price by one percent OR To increase customer base by one percent?
  11. Tell me about the process you follow to create reports.
  12. Share with me your thoughts on the recent mortgage crisis.
  13. What type of manager brings out the best in you?
  14. When entering a new job, describe how you build relationships with your new coworkers and supervisors.
  15. How long will it take you to make a meaningful contribution to our team?
  16. Do you think honesty is always the best policy?
  17. As a Financial Analyst, accuracy is of utmost importance. How would your co-workers describe your attention to detail?
  18. Tell me about yourself.
  19. What are your salary expectations?
  20. Tell me one thing about yourself that you would like to improve upon.
  21. Describe for me a time when you made the wrong career decision. How did you correct your misstep?
  22. Where do you see your finance career, five years from now?
  23. When planning, how often do you create alternative scenarios to help you adjust to changing situations?
  24. When looking at the profitability of an investment, what other factors do you consider besides Net Present Value (NPV)?
  25. What finance related magazines, newspapers, or journals do you read?
  26. What are the most important factors to consider when processing a loan application?
  27. How would you explain your job as a financial analyst to someone with no financial background?
  28. In your opinion, what are the most important metrics when dealing with investors?
  29. Walk me through your finance related education. Which courses were your favorite? Where did you struggle?
  30. The financial industry is large; however, it is close knit. Describe your reputation in our industry.
  31. How do you evaluate the financial health of a company?
  32. How do you like to be recognized for your accomplishments?
  33. What unique qualities about yourself would you bring to our company?
Author:
Contributing Author
Rachelle Enns
Recruiter
 
Financial Analyst Information
January 21st, 2017

A financial analyst is responsible for researching the financial health of a business and making recommendations to their clients on how they can improve their current financial strength while minimizing areas of risk.

A financial analyst should have a minimum of a Bachelor's degree although a Master's degree is often preferred. Depending on your State, license requirements will differ.


A financial analyst, securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job.
Financial Analyst User Submitted Interview Answers
Question 1 of 33
If you could analyze only one type of financial statement for your clients, which financial statement would you choose?
User Submitted Interview Answers
1.
Statement of Financial Position.
2.
I have taken as a base and forecast for the next years.
3.
Profit and Loss Statement.
4.
Profit and loss statement.
5.
Not aware of Financial statement that you are taking about here.
Question 2 of 33
Tell me about your experience with annual planning processes.
User Submitted Interview Answers
1.
Yes, I manage the annual budget preparation process. I send out a template to each department heads requesting their budget numbers for the next fiscal year. Once I get all budget requests back, I compile the information into one document and conduct a meeting to review each budget with the CEO, CEO, director of Operations and each of the department heads. Then compile the final numbers and together with the CEO, ratify the budget.
2.
Yes, at the beginning of the year we look at the financials of the previous years to help us plan out the next year allowing for inflation and fluctuations that may occur in the year.
3.
Yes I have been apart of several annual planning processes with multiple corporations.
4.
Well I am not a day dreamer who would think I could have been here or there, I live in current.
5.
Planning process is an integral part of any organisation and yes I have been a part of it in my previous jobs where we use to chalk out the goals as per the vision and mission of the company.
Question 3 of 33
When did you start following the stock market? Have you had success?
User Submitted Interview Answers
1.
Age 20, recently and knowing the market seems to be very new and complicated.
2.
2007 sophomore year in college. Professor assigned each students 3 companys to research and follow during the semester and prepare the entire business analysis as final project grade.
3.
I have no interest in this.
4.
I started following the stock market when I personally became invested in the market.
5.
No I keep a track of it and do not follow, to be honest. I am bit weak with speculations.
Question 4 of 33
Explain one financial concept to me.
User Submitted Interview Answers
1.
Break even point, this would be the analysis to determine the point at which revenue received equals the costs associated with receiving the revenue.
2.
Money measurement concept.
3.
% of completion method: This method is used in construction contracts in which revenue is accrued in line with % of completion method which will be in line with cost spent in actuals.
4.
Revenue recognition: concept that revenue can only be recognized when all the steps to act on behalf of the company have been met.
5.
Risk versus Return Payoff, its where higher risk products yield higher rates of return. Higher risk investments could be in startup companies, or emerging markets. Taking lower risk typically yields lower rates of return. Market driven products usually have higher rate of return, whereas bonds, or other relatively guaranteed products have lower yields.
Question 5 of 33
Tell me about a time when you presented an oral report to a client or employer. How did you ensure the information was absorbed?
User Submitted Interview Answers
1.
It was a nice experience and help me to understand about demonstration skills.
2.
My strength is heading up seminars for sales explaining the requirements of the credit department in the paint industry. I first took a quick survey from the sales staff asking question regarding their concerns about our credit department and took that information back to management.
3.
I gave regression analysis of the MLB
4.
Its a time where I have explained my process of job like balance sheet reconciliation to my manager and team.
5.
No I didn't presented any oral report to any industry or corporation.
Question 6 of 33
How does the current monetary policy affect your decision making?
User Submitted Interview Answers
1.
I dont know, need to review.
2.
I think I possess adequate qualification and experience required for this position. I m positive that my knowledge and skill will further enhance the analytical and reporting structure of this company. Hence, I consider myself a great fit for this position.
3.
I think I possess adequate qualification and experience required for this position. I m positive that my knowledge and skill will further enhance the analytical and reporting structure of this company. Hence, I consider myself a great fit for this position.
4.
Balance sheet.
5.
Most turbulent period in the history of Financial market.US stock market crash.
Question 7 of 33
In your opinion, what profitability models are most accurate for forecasting?
User Submitted Interview Answers
1.
I wish to know many models, learn from them, and modify in a much better way.
2.
Models are based on assumptions. So first set would be revenues these would depend on market economy and competition and management. Second set would be fixed expenses. Then comes variable expenses which would depend on revenue and excel spreadsheet analysis would capture these calculations to give an overall profitability forecast.
3.
I would use profitability models such as graphs and data.
4.
Financial and trend based model to capture the finances in case of changing environment and also for certain areas where it is difficult to forecast trend will provide a better insight.
5.
It depends on your nature of operation and past years results. When we analyze together we gets a reliable result.
Question 8 of 33
When reviewing investment programs, how do you interpret data?
User Submitted Interview Answers
1.
Review it completely and apply.
2.
Well interpreting financial data is one of the main tasks of “Financial Analyst”. For interpreting data affecting investment programs one should have the deep knowledge of current trends in business practices, price, yield, stability and economic influences and have the ability to develop forecast reports, spreadsheets and statistical software packages.
3.
WIth experience and due deligence.
4.
One has to look at the investment cost and the investment out come of the project.
5.
Based on historical data.
Question 9 of 33
Accuracy is very important when making projections based on financial data. How do you ensure accuracy?
User Submitted Interview Answers
1.
I was new to a training and development team that was in the process of documenting business operational procedures for conversion to a new SAP system. I was assigned to create a presentation on the benefits of converting to the new system for the deployment Director. I was given little information on what the Director actually wanted and minimal direction on who to contact to capture details on the system. Action:I created an outline of what
2.
To lead the project in a proper way.
3.
Auditing a Governance as a team Leader.
4.
Auditing a Governance as a team Leader.
5.
I have to review that Payment report and GL in one day as we will have got some notification from Oracle Tech. Team that Oracle will not work for next 3 days and after 3 days we cannot do any change in our books so I have to complete the task by that day and I am the only person who is working in that I was sole responsible or that responsibility that time.
Question 10 of 33
In your opinion, which is more beneficial: To increase price by one percent OR To increase customer base by one percent?
User Submitted Interview Answers
1.
Increase customer base by percent.
2.
Increase customer base by a percent.
3.
Increase customer Base by a percent.
4.
Increase customer base by a percent.
5.
Increase customer base by a percent.
Question 11 of 33
Tell me about the process you follow to create reports.
User Submitted Interview Answers
1.
In the past I have used Peachtree and I am currently using QuickBooks. I am always willing to learn a new software package.
2.
Hyperion financial management.
3.
Mrcosoft excell and Ms Access.
4.
As I said im very new I need to learn about this.
5.
I have used both Microsoft Excel and SAS for coding. I have more experience using the excel system.
Question 12 of 33
Share with me your thoughts on the recent mortgage crisis.
User Submitted Interview Answers
1.
Recent mortgage crisis can be avoided by using more stringent banking regulations and policies.
2.
The mortgage crisis is a product caused by financial engineering. While it is wonderful to create products for shareholders, we also need to create an environment where all stakeholders can benefit. So, the mortgage crisis pains me.
3.
It has happened because of the gross negligence of the financial institutions and regulatory bodies, it could have been avoided.
4.
more u lend liniently earlier you will be bankrupt
5.
Its sucks..... it sucks the big one.
Question 13 of 33
What type of manager brings out the best in you?
Question 14 of 33
When entering a new job, describe how you build relationships with your new coworkers and supervisors.
Question 15 of 33
How long will it take you to make a meaningful contribution to our team?
Question 16 of 33
Do you think honesty is always the best policy?
Question 17 of 33
As a Financial Analyst, accuracy is of utmost importance. How would your co-workers describe your attention to detail?
Question 18 of 33
Tell me about yourself.
Question 19 of 33
What are your salary expectations?
Question 20 of 33
Tell me one thing about yourself that you would like to improve upon.
Question 21 of 33
Describe for me a time when you made the wrong career decision. How did you correct your misstep?
Question 22 of 33
Where do you see your finance career, five years from now?
Question 23 of 33
When planning, how often do you create alternative scenarios to help you adjust to changing situations?
Question 24 of 33
When looking at the profitability of an investment, what other factors do you consider besides Net Present Value (NPV)?
User Submitted Interview Answers
1.
Detailed study about the project.
2.
Period of project, incoming fund flow and cash out flow, market condition, work certification procedure and payment period, client reputation, forex flatuation chances, etc.
3.
We consider the project at more than npv.
4.
benefit cost ratio is another option
5.
The commercial viability, alignment with company goals, incremental cost of the project.
Question 25 of 33
What finance related magazines, newspapers, or journals do you read?
User Submitted Interview Answers
1.
Spare time is mostly concerned with geo polictics and sports journals.
2.
Moneycontrol, Daily news paper.
3.
Cash flow, fund flow, income statements and balance sheet.
4.
In my spare time, I like to read articles on how to make myself more efficient. And I spend time reading the bible.
5.
Times of india.
Question 26 of 33
What are the most important factors to consider when processing a loan application?
Question 27 of 33
How would you explain your job as a financial analyst to someone with no financial background?
Question 28 of 33
In your opinion, what are the most important metrics when dealing with investors?
Question 29 of 33
Walk me through your finance related education. Which courses were your favorite? Where did you struggle?
Question 30 of 33
The financial industry is large; however, it is close knit. Describe your reputation in our industry.
Question 31 of 33
How do you evaluate the financial health of a company?
Question 32 of 33
How do you like to be recognized for your accomplishments?
Question 33 of 33
What unique qualities about yourself would you bring to our company?
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Our users voted on the top Financial Analyst interview questions. Our goal is to create unique questions for every career, to help you prepare for your upcoming interview. Created on February 20th, 2016

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