Finance Recruitment Guide (2024)

Finance Recruitment Guide (1)
Finance Recruitment Guide (2)

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How to source, engage, and interview top finance talent.

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Recruiting talent

Discover key data-based insights to source talent.

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Searching for talent

Attract and identify great candidates.

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Engaging with talent

Start the conversation with confidence.

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Interviewing talent

Interview questions and what to listen for by role.

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Recruiting talent

Insights on the finance industry talent pool

Understanding where the most in-demand finance candidates are located will help you make better talent decisions - from where you should open your next office to the size of the candidate pool.

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Top locations for accountants

United States •India • Brazil • China•United Kingdom

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Candidate information powered by LinkedIn Talent Insights data to help you make smarter, data-driven hiring decisions.

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Deloitte

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EY

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KPMG

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PwC

↓ Job descriptions | Interview questions↓

Top locations for controllers

United States•United Kingdom •France •South Africa•Netherlands

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Candidate information powered by LinkedIn Talent Insights data to help you make smarter, data-driven hiring decisions.

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UBS

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JPMorgan Chase & Co.

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Citi

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HSBC

↓ Job descriptions | Interview questions↓

Top locations for financial analysts

United States • India • Brazil • Canada•United Kingdom

Finance Recruitment Guide (20)

Candidate information powered by LinkedIn Talent Insights data to help you make smarter, data-driven hiring decisions.

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Accenture

Finance Recruitment Guide (22)

Hewlett Packard Enterprise

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Tata Consultancy Services

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IBM

↓ Job descriptions | Interview questions↓

Top locations for bank tellers

United States •Indonesia •Philippines•Brazil • Egypt

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Candidate information powered by LinkedIn Talent Insights data to help you make smarter, data-driven hiring decisions.

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Bank of America

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JPMorgan Chase & Co.

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TD

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Wells Fargo

↓ Job descriptions | Interview questions↓

Top locations for chief financial officers

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Candidate information powered by LinkedIn Talent Insights data to help you make smarter, data-driven hiring decisions.

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Citi

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IBM

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Siemens

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HSBC

↓ Job descriptions | Interview questions↓

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Searching for talent

How to find qualified finance candidates

In order to expand your reach with in-demand candidates, you’ll need to post your open roles online. Get started by using our five useful job description templates.

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Use these templates to help you hire the most in-demand finance talent

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Finance Recruitment Guide (38)

Accountant job description


Accountants help to enable operations and ensure compliance. At accounting firms, they work in the revenue center. Elsewhere, they help businesses leaders understand their resources and allocate them appropriately.

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Responsibilities

•Prepare reports such as balance sheets, profit and loss statements, revenue forecasts, budgets, and cash-flow statements

•Identify and investigate any financial discrepancies and take the proper corrective actions to resolve them

•Conduct month-end, quarter-end, and year-end close processes to ensure completeness and accuracy of information

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Skills and qualifications

• Master’s degree in accounting, business accounting, or finance

• Extensive knowledge of GAAP (generally accepted accounting principles in the US) and of corporate finance principles and procedures

• Working knowledge of accounting software platforms and natural proficiency with or passion for math

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Get the full accountant job description that includes additional responsibilities, qualifications, and role objectives.

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Finance Recruitment Guide (44)

Controller job description


Controllers work across industries, for companies big and small, and are in charge of managing and closely monitoring a company’s financial health. They do this by maintaining, managing, and analyzing financial statements, payroll, budgets, tax compliance, and more.

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Finance Recruitment Guide (46)

Responsibilities

• Provide comprehensive financial updates to senior management by evaluating, analyzing, and reporting appropriate data points

• Manage and monitor all accounts, ledgers, and reporting systems, ensuring compliance with appropriate standards and regulatory requirements of loans, government contracts, and more

• Implement consistent accounting policies, practices, and procedures across all programs, and uphold federal, state, and local legal standards by remaining knowledgeable about existing, new, and future legislation

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Skills and qualifications

• Bachelor’s degree in business, accounting, or related field with 10+ years proven accounting experience and 5+ years experience as a senior-level accounting or finance manager

• Proven payroll experience, with a focus on streamlining accounting processes and working knowledge of federal, state, and local tax compliance regulations and reporting

• Professional accounting certification, including CMA, CGA, or CA

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Download the full controller job description that includes skills, qualifications, and role objectives.

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Finance Recruitment Guide (50)

Financial analyst job description


From banks and pension and mutual funds, to securities firms and insurance companies, financial analysts evaluate economic data and trends to determine financial status and value to help guide investment decisions.

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Finance Recruitment Guide (52)

Responsibilities

• Maintain confidential, protected databases to monitor business performance, and provide management with insights into risks or opportunities

• Uphold standards through quarterly reporting and thorough internal reporting and analysis of financial data

• Work directly with stakeholders on various planning exercises, such as forecasts, budgets, profitability analysis, and reporting

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Skills and qualifications

• Bachelor’s degree in finance or related field

• Proficient with financial software applications and working knowledge of statistical analysis processes and statistical packages

• Proven experience in a corporate finance setting and strong familiarity with account, tax, and e-commerce legislation

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Download the full financial analyst job description that includes skills, qualifications, and role objectives.

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Finance Recruitment Guide (56)

Bank teller job description


Banks rely on tellers to deliver exceptional service, as they perform financial transactions — withdrawals, deposits, and transfers — for their customers. They’re also often tasked with verifying identities and promoting new products.

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Finance Recruitment Guide (58)

Responsibilities

• Handle transactions, including payments, cashier’s checks, and opening and closing of accounts

• Provide customer service and information on new products, directing customers to branch representatives, if needed

• Work with the head teller to reconcile cash drawers at the end of a shift and count and package coins and currency

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Skills and qualifications

• High school diploma or equivalent, bachelor’s degree preferred

• Knowledge of word processing software, cash-handling experience, and basic math and computer skills

• Excellent communication, customer service, time management, and upselling or other sales experience

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Download the full bank teller job description that includes skills, qualifications, and role objectives.

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Finance Recruitment Guide (62)

Chief financial officer job description


Chief financial officers manage accountants and controllers and work to provide strategies and analyses for forward-looking projections. Their day-to-day may vary, but they always focus on their company’s future financial performance.

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Responsibilities

• Work with senior management to develop proposal budgets, provide access to project finance information, and manage contracts and reports

• Research revenue opportunities and economic trends, analyze internal operations, identify areas of cost reduction and process enhancement

• Perform risk management through analysis of company liabilities and investments.

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Skills and qualifications

• Master’s degree in accounting, business accounting, or finance along with 5+ years experience in an executive leadership position

• Leadership skills and exceptional verbal, written, and visual communication skills

• Understanding of advanced accounting, regulatory issues, and tax planning along with a working knowledge of raising capital beyond traditional lines of credit

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Download the full chief financial officer job description that includes skills, qualifications, and role objectives.

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5 habits of successful people leaders

Explore some of the top habits common among top leaders and managers.

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↑Locations offinance candidates | Interview questions↓

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Engaging with talent

Use email, your employer brand, and LinkedIn Groups to initiate a conversation.

In order to pique the interest of qualified candidates, you’ll need to develop a meaningful connection with them. Accomplish this by clearly communicating company opportunities and goals through email, a strong employer brand, and conversations in LinkedIn Groups.

Connect with finance candidates through email

Great finance candidates get a lot of messages from recruiters, so it’s important to make yours stand out. Always customize every email to match the candidate’s interests and desires, as well as your own personality and style.

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Best practices to help make your email stand out:

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Finance Recruitment Guide (73)

Keep your subject lines short and impactful

Use keywords like “thanks,” “exclusive invitation,” “connect,” “job opportunity,” and “join us.”

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Start a dialogue

Candidates don’t respond well to “look at the job and tell me if you’re interested” messages. Instead, have a conversation about their career path and goals.

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Use a conversational, enthusiastic tone

Choose words that reflect your personal voice and express a genuine interest in helping candidates with their professional goals.

Build an online presence finance candidates will want to follow

A strong online brand is essential for attracting high-quality finance talent. With an online presence, you’ll diversify your reach, build rapport with candidates, and stay top of mind when they’re looking for their next role.Candidates tend to look at a company’s LinkedIn Page, careers site, and social media profiles.

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Simple steps to boost your online brand:

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Incorporate pictures and videos

• Showcase real employees and the vibrant work environment
• Promote perks like work-life balance or volunteer days

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Share testimonials

• Show a personal experience that candidates can relate to
•Demonstrate that you’re an employer that values its staff

Start a dialogue with finance talent in groups designed for recruitment

LinkedIn Groups give like-minded professionals a chance to network, share their interests, and discover new opportunities. Here are the details to help you find, join, and post on LinkedIn Groups, so you can start building credibility with your audience.

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Finance Recruitment Guide (81)

Reach out to a candidate in a LinkedIn Group.

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Accounting | Finance | Professionals | World Finance Network

The community is a forum for accounting and finance professionals to share career advice, explore job opportunities, and network.

Join now

Finance Club

Connect with fellow finance professionals to grow your network, enhance your career, and close more deals.

Join now

Finance Professionals Worldwide

An international group dedicated to networking, sharing insights, and exploring job opportunities.

Join now

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Finance Recruitment Guide (84)

6 steps to redesigning your LinkedIn profile

You don’t pick talent — talent picks you. Revamp your LinkedIn profile in this six-step guide.

Get the steps

↑Locations offinance candidates | Job descriptions↑

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Interviewing talent

Discover what to ask and what to listen for.

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What are the top interview questions you can ask to assess a candidate’s fit for a role? Learn effective interview questions to identify and hire top talent by selecting for the role you’re hiring below.

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Question

What types of accounting software and ERP systems have you used?

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What this evaluates

Determine if a candidate can easily integrate into a company — and If they don’t have experience, ensure they’re willing to learn.

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Question

Tell me about a time when you made an accounting error. How did you handle it?

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What this evaluates

Everyone makes mistakes. So, make sure to look for an answer that shows what the candidate learned and their approach to solving the problem.

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Question

How would you present financial data to non-financial staff?

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What this evaluates

This question helps you screen for communication skills. Look for someone who’s patient and who can break down big ideas.

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Get more sample interview questions, plus what to listen for and why these questions matter, by visiting the top interview questions for accountants.

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Finance Recruitment Guide (98)

Question

What would you do if you found discrepancies provided by a company executive?

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What this evaluates

Most financial controllers report to the CEO, CFO, or board of directors and it’s important that they have a strict code of ethics and value honesty.

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Question

How have you prepared for and dealt with organizational changes in the past?

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What this evaluates

Management changes can challenge a company’s readiness, but a good controller will have a plan in place to minimize risks.

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Question

How do you stay current with industry trends and technologies?

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What this evaluates

Controllers should be curious about their industry. Look for an interest in emerging financial news, stock trends, and other industry-specific topics.

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Get more sample interview questions, plus what to listen for and why these questions matter, by visiting the top interview questions for controllers.

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Question

Tell me about how the reports you generated in your last position were used.

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What this evaluates

All financial analysts rely on reports. Listen for references to the data fields and sources used, their written commentary, and economic forecasting.

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Question

Talk about a time you had an insight that helped your company make a better decision.

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What this evaluates

For financial analysts, an intuitive feel for metrics is important. Look for signs that they seek out insights and are confident sharing ideas.

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Question

How do you maintain accuracy and quality control in your work?

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What this evaluates

Errors can cost money and time, so listen closely for details about review processes and how they cross-check numbers.

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Get more sample interview questions, plus what to listen for and why these questions matter, by visiting the top interview questions for financial analysts.

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Question

What do you do to detect fraudulent checks and counterfeit money?

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What this evaluates

Fraud can cost banks a lot of money, so preventing fraud is important. Look for a candidate who is vigilant and pays attention to details.

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Question

Talk about a time you went above and beyond to provide customer service.

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What this evaluates

Candidates who take pride in their work look for ways to go beyond for customers. Listen for signs that they enjoy making people feel valued.

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Question

When you’re handling a large amount of money, how do you ensure accuracy?

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What this evaluates

Look for an answer that shows they have a way to ensure accuracy and that they understand the importance of doing so.

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Get more sample interview questions, plus what to listen for and why these questions matter, by visiting the top interview questions for bank tellers.

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Finance Recruitment Guide (128)

Question

How do you approach annual budgeting and forecasting?

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What this evaluates

Budgeting and forecasting are key components of a CFO’s job. You’ll want to look for references analyzing both internal and external data.

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Question

Tell me about a time you simplified an accounting process.

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What this evaluates

Good CFOs look for ways to optimize processes, so listen for signs that your candidate takes an innovative approach to their work.

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Finance Recruitment Guide (134)

Question

How would you communicate bad news to the board of directors?

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What this evaluates

CFOs must engage with the company’s board of directors regularly and they should be committed to transparency and building trust.

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Get more sample interview questions, plus what to listen for and why these questions matter, by visiting the top interview questions for CFOs.

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Finance Recruitment Guide (138)

How to Hire Hub

Everything you need to find and hire the right person for your organization can be found in our How to Hire Hub.

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    Finance Recruitment Guide (2024)
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