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Top 50 Finance Behavioral Interview Questions

Behavioral/Situational interview questions are useful in gaining more insight on the candidate. These sorts of questions scrutinize talent and the candidate’s ability to think through a situation he or she might stumble into or has already experienced. This method of interviewing is extremely helpful when deciding to fill in a higher-level finance position.

As a candidate, you should be aware of these questions and handle them with confidence. It is highly advised that you examine potential interview questions before your interview to be strongly prepared.

Here are 50 Behavioral/Situational questions that can help determine your dedication, attention to detail, and ability to build relationships:

  1. Recall an instance when you successfully dealt with an unpleasant client?
  2. How do you convince other individuals to embrace your point of view?
  3. Tell me your stance on teamwork. What experiences have made you adapt to work well as a team member?
  4. Remember a stressful situation; how did you handle it?
  5. What was a difficult financial analysis obstacle that you have faced recently?
  6. Describe a situation you negotiated that was positive for all parties (Sample Finance Interview Questions).
  7. What is the worst mistake that you made at work?
  8. Describe one time when you had trouble communicating with your boss and/or a coworker?
  9. Tell me about a time where you had to meet a tight deadline.
  10. Tell me about a time where you have to give a presentation designed to persuade others to your point of view.
  11. Recount an occurrence in which you had to investigate the facts to solve a problem.
  12. Describe a personal or professional goal. How did you establish that goal?  Did you succeed in reaching that goal? Why or why not?
  13. Tell me about a time when you took the initiative and went above and beyond the call of duty to complete a task.
  14. Are you able to understand another person’s personality and be able to tailor your actions to meet his or her needs?
  15. For your last position, what did you do to make your work experience impactful and bring value to a client or a project?
  16. What role do you frequently play during an assignment involving teamwork? Why?
  17. When being apart of a team, how do you deal with negative members on that particular team?
  18. What approach do you employ to set priorities?
  19. Everyone has disagreements. Explain a time when you fixed a conflict that you had with another individual, despite having differing views.
  20. Have you ever failed to meet a deadline? Why? What did you learn?
  21. Has a supervisor of yours been dissatisfied with the standard of your work? Why? How did you change his or her mind?
  22. Inform me of an instance on when you were required to teach someone new skills and/or techniques (Denham).
  23. Talk about a time when it was difficult for you to build a connection with someone important. What steps did you take to overcome this obstacle?
  24. Did you ever have to work jointly with someone whose personality was vastly distinct from yours? What happened?
  25. Have you ever wished that you behaved differently with a coworker in a certain situation?
  26. What was your first job? What methods did you put into place to understand your new position better?
  27. For long-term projects, how do you maintain efficiencies? Be specific and describe certain long-term tasks that you have fulfilled.
  28. Being an expert on certain matters, how do you communicate to people who do not understand your terminology and/or are not as familiar with the area as you are?
  29. Are your writing skills able to get your thought process across to your team members?
  30. What is your greatest professional achievement and why?
  31. Describe an instance in which you needed to get knowledge from an individual who is not very responsive. How did you handle it?
  32. How does internal change in the team or company impact you? What did you do to adapt to the adjustment?
  33. Talk about an instance where you were not successful. How did you deal with your failure and overcome it? What did you learn?
  34. Try to think of an occasion when you noticed a problem and took on the leadership to fix it, rather than waiting for someone else to clean it up.
  35. Have you ever had to work under really tight supervision or somewhat loose supervision? If so, what was your attitude regarding the scenario? Which do you prefer and why?
  36. Many people are perfectionists. Talk about a time when you were not happy with your work. What needed to be improved? How did you fix the situation?
  37. Explain one successful presentation and why you believe it to be well done.
  38. What is a case in which you did not meet a client’s hopes? How did you attempt to repair the situation?
  39. What is one illustration of a time when you needed to inform a client about something relatively complicated? How did you handle the fragile condition?
  40. Tell me a point in your career when the client was extremely satisfied with your work (The Muse).
  41. Go into detail about when you had good logic and judgment to find a solution.
  42. Describe a moment of when you had to make a relatively fast decision.
  43. Discuss the most grueling group that you needed to get cooperation from.
  44. What is an instance in which you made an unpopular call? What was the outcome of this decision and how did you tackle it?
  45. How have you managed unforeseeable circumstances that have interrupted your schedule?
  46. Give me an exemplar of when you positively affected the actions of other people (Knight).
  47. Explain to me some problems you have experienced while guiding a team through an analysis project.
  48. Let’s say a private organization with break-even operations collected a ten million dollar investment, in what manner would you create a technique to spend or invest that amount of money?
  49. Describe your experience with financial reporting and metrics.
  50. Elaborate on a time when circumstances made you work on an assignment using a different method than one you were used to.

Good luck!!  Need help preparing for an upcoming future behavioral interview?  Need help with interview preparation strategies? Learn more about Lexacount Search’s interview skills preparation consulting services here.

Works Cited

Denham, Dr. Tom. “50 Behavioral-based Interview Questions You Might Be Asked.” Careers and Worklife. Times Union Blog, 12 Apr. 2012. Web. 21 Aug. 2015.

Hopkins, Jeremy. “Financial Analyst Interview Questions and Answers.” Financial Analyst Interview Questions and Tips., n.d. Web. 21 Aug. 2015.

Knight, Jeanne. “Acing the Behavioral Interview.” Acing the Behavioral Interview. The Ladders, n.d. Web. 21 Aug. 2015.

“Sample Finance Interview Questions.” Sample Finance Interview Questions., n.d. Web. 21 Aug. 2015.

The Muse. “30 Behavioral Interview Questions You Should Be Ready to Answer.” USA TODAY College. USA TODAY, 22 Apr. 2015. Web. 21 Aug. 2015.


Jacqueline Hill, Esq.

This post was written by .

Jacqueline Hill is a partner at Lexacount Search, where she places top senior-level and other legal talent with law firms and corporate legal departments across the United States. She has been writing about careers, lawyers, attorney professional development, and the legal industry for more than a decade. She can be reached at or 215-740-0104, extension 101.

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