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Finance Associate Interview Questions

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Finance Associate Interview Questions

Finance associates utilize a wide variety of basic financial functions to provide clients with advice and guidance on strategic planning for long-term financial decisions. Companies and individuals look to them for financial expertise when deciding on a broad range of financial matters including investments and annual budgets.

Top Finance Associate Interview Questions & How to Answer

Question 1

Question #1: Can you explain the steps needed in the tax preparation process?

How to answer
How to answer: This open-ended question is designed to test your fundamental knowledge base of the financial skills involved in the process of preparing taxes, tax calculations, and your ability to contribute to their team. You should work through a sample scenario of tax preparation with a client from beginning to end, highlighting areas in which your knowledge base is exceptional.
Question 2

Question #2: Have you ever guided staff or a colleague on financial regulation compliance? If so, what was your process? If not, how would you approach this?

How to answer
How to answer: This open-ended question demonstrates your knowledge of standards, industry regulations, and fiscal policies. It also provides proof of your ability to promote best practices when it comes to financial regulation compliance. Provide an example of working with a team through this process. If you have not guided anyone through this process, provide best practice steps and how you would work through them with a team.
Question 3

Question # 3: What is your preferred financial software? Why?

How to answer
How to answer: This open-ended question is designed to showcase your knowledge of available financial software and your ability to evaluate the proficiency and applicability of such software. If possible, speak to several financial software options in which you are proficient so you can further demonstrate your breadth of knowledge in this area. Share how you have used or would use these software options.

34,975 finance associate interview questions shared by candidates

Tell me a time when you didn't get along with a team member and how did you handle the situation? Tell me how you would approach a situation in which you were confused and/or needed assistance to complete an assignment? Which was your least favorite class in college and why? Which class did you struggle with the most in college and what steps did you take in order to achieve a good grade? Where do you see yourself in 5-10 years? What is your dream job? Tell me about a stressful scenario you experienced in which the situation forced you to multi-task and how were you able to accomplish the task?
avatar

Financial Analyst - Finance Development Program

Interviewed at JPMorganChase

3.9★
Jan 14, 2017

Tell me a time when you didn't get along with a team member and how did you handle the situation? Tell me how you would approach a situation in which you were confused and/or needed assistance to complete an assignment? Which was your least favorite class in college and why? Which class did you struggle with the most in college and what steps did you take in order to achieve a good grade? Where do you see yourself in 5-10 years? What is your dream job? Tell me about a stressful scenario you experienced in which the situation forced you to multi-task and how were you able to accomplish the task?

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Glassdoor has 34,975 interview questions and reports from Finance associate interviews. Prepare for your interview. Get hired. Love your job.