Skip to contentSkip to footer

Finance Associate Interview Questions

Salaries
Interviews

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.

34,904 finance associate interview questions shared by candidates

Tell us about yourself? What do you know about Kaiser Permanente? Has there been any time you had a conflict with you supervisor and how did you fix it? What do you want to get out of the internship? What are your strength? What would your former co-workers say was your weakness? What do you like to do for fun?
avatar

Finance Intern

Interviewed at Kaiser Permanente

3.8★
Mar 15, 2017

Tell us about yourself? What do you know about Kaiser Permanente? Has there been any time you had a conflict with you supervisor and how did you fix it? What do you want to get out of the internship? What are your strength? What would your former co-workers say was your weakness? What do you like to do for fun?

The interview was with two managers from the relevant business team in Finance and Strategy. The “relevant business team” is the team you nominate to Telstra’s recruiters as your preferred business team. The interview was structured in three parts: 1. a 5 minute presentation on a finance-related case study; 2. behavioural interview; and 3. some time for questions for the interviewers. The case study presentation is relatively straight forward if you have prepared, but be ready to answer the interviewers’ questions about the content of the presentation. The interviewers asked standard questions during the behavioural interview such as: “1. Why have you applied to Telstra and why would you be a good fit for a role in the Finance and Strategy team? 2. Describe a time when you had to work in a team. What role did you play? What were some of the challenges you faced and what was the outcome? 3. Describe a time when you demonstrated leadership. What difficulties did you face and how did you overcome them?” Prior to the interview we were advised by Telstra’s recruitment team to answer the behavioural questions using the “CARE” method: 1. “Context” where you give a brief outline of the situation and the challenges you faced; 2. “Actions” where you talk through the key steps you took to resolve / manage the situation; 3. “Results” where you summarise the outcome of your actions; and 4. “Evidence” where you provide examples to support / back up the results you just described. It's a good idea to have prepared some questions for the interviewers about Telstra, the role, the relevant business unit, career paths etc. because there will probably be some time left at the end for these questions.
avatar

Telstra Graduate Program - Finance and Strategy Stream

Interviewed at Telstra

3.8★
Dec 5, 2016

The interview was with two managers from the relevant business team in Finance and Strategy. The “relevant business team” is the team you nominate to Telstra’s recruiters as your preferred business team. The interview was structured in three parts: 1. a 5 minute presentation on a finance-related case study; 2. behavioural interview; and 3. some time for questions for the interviewers. The case study presentation is relatively straight forward if you have prepared, but be ready to answer the interviewers’ questions about the content of the presentation. The interviewers asked standard questions during the behavioural interview such as: “1. Why have you applied to Telstra and why would you be a good fit for a role in the Finance and Strategy team? 2. Describe a time when you had to work in a team. What role did you play? What were some of the challenges you faced and what was the outcome? 3. Describe a time when you demonstrated leadership. What difficulties did you face and how did you overcome them?” Prior to the interview we were advised by Telstra’s recruitment team to answer the behavioural questions using the “CARE” method: 1. “Context” where you give a brief outline of the situation and the challenges you faced; 2. “Actions” where you talk through the key steps you took to resolve / manage the situation; 3. “Results” where you summarise the outcome of your actions; and 4. “Evidence” where you provide examples to support / back up the results you just described. It's a good idea to have prepared some questions for the interviewers about Telstra, the role, the relevant business unit, career paths etc. because there will probably be some time left at the end for these questions.

Viewing 71 - 80 interview questions

Glassdoor has 34,904 interview questions and reports from Finance associate interviews. Prepare for your interview. Get hired. Love your job.