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Financial Analyst Interviews

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Financial Analyst Interview Questions

Interviewers will expect financial analyst candidates to be well-versed in financial markets, modeling, and analysis. Make sure you are comfortable with both micro and macroeconomics. In addition to highly technical questions, be ready to answer a few behavioral questions that will show off your communication and collaboration skills.

Top Financial Analyst Interview Questions & How to Answer

Question 1

Question #1: What is EBITDA, and what is left out of it?

How to answer
How to answer: This question lets you showcase your knowledge of financial analysis. Mention that EBITDA stands for earnings before interest, taxes, depreciation, and amortization, and many companies use this to assess their overall financial standing. Also, let the interviewer know that the acronym doesn't include the cost of capital investments like property.
Question 2

Question #2: What process do you use to create accurate sales reports?

How to answer
How to answer: Discuss the industry-designed software tools you use to produce accurate financial reports and gauge the financial situations of companies accurately. Talk about how you analyze more specific areas and advise the business about the policies they should change for better profits after looking at the initial report.
Question 3

Question #3: Do you hold any current industry licenses or certifications? If so, why did you get them?

How to answer
How to answer: Talk about your licenses and certifications, and let the interviewer know that you got them to improve your competency, learn more about the latest financial analysis techniques, and increase your appeal to potential clients. For example, many financial analysts have a Chartered Financial Analyst or CFA certification from the Corporate Finance Institute.

56,913 financial analyst interview questions shared by candidates

They wanted to know about my credit history. They asked if I had an insurance license, which I did. They wanted to know which life insurance companies I have sold for. They wanted to know which type of coverage I mainly sold--whole life, term, fixed securities, or universal life. They asked about my health insurance business such as who I was contracted with. They told me I do not have to sale securities and get my Series 6 or Series 7 license unless I wanted to. They wanted to know if I had a LLC or if I was an officer or director of a corporation. They told me that everyone has to fill our the Form U-4 to disclose all outside association memberships and/or business activities including your complete ten (10) year employment history with all 1099 independent contractor activity of any kind--absolutely no gaps in employment--fill in any unemployment periods too..
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Financial Representative

Interviewed at Western & Southern Life

3.2★
Sep 21, 2015

They wanted to know about my credit history. They asked if I had an insurance license, which I did. They wanted to know which life insurance companies I have sold for. They wanted to know which type of coverage I mainly sold--whole life, term, fixed securities, or universal life. They asked about my health insurance business such as who I was contracted with. They told me I do not have to sale securities and get my Series 6 or Series 7 license unless I wanted to. They wanted to know if I had a LLC or if I was an officer or director of a corporation. They told me that everyone has to fill our the Form U-4 to disclose all outside association memberships and/or business activities including your complete ten (10) year employment history with all 1099 independent contractor activity of any kind--absolutely no gaps in employment--fill in any unemployment periods too..

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