Interview strategies for Treasury and Finance roles

Landing a treasury or finance role requires more than just your  technical expertise, it’s about demonstrating strategic thinking, problem-solving skills, and industry knowledge. Here’s how to stand out in your next interview.

1. Understand the role and industry trends

  • Research the company’s financial position, treasury operations, and risk management strategies.
  • Stay updated on key industry trends, such as AI in finance, regulatory changes, and cash management innovations.

2. Prepare for common treasury & finance questions

  • “How do you manage liquidity risk?”
  • “Can you explain cash flow forecasting techniques?”
  • “What strategies have you used to optimize working capital?”
  • “How do you approach foreign exchange risk management?”
  • “Describe a time you improved a financial process or system.”

3. Showcase your technical and analytical skills

  • Be ready to discuss financial modeling, risk assessment, and treasury management systems (e.g., SAP, Kyriba).
  • Use quantifiable examples to demonstrate your impact, such as cost savings or improved efficiency.

4. Highlight soft skills and leadership abilities

  • Strong communication skills are crucial, especially when liaising with executives and external stakeholders.
  • Show how you’ve led teams, managed cross-functional projects, or influenced key financial decisions.

5. Master behavioral and situational questions

  • Use the STAR method (Situation, Task, Action, Result) to structure responses.
  • Share specific examples of problem-solving, conflict resolution, and strategic decision-making.

6. Ask insightful questions

  • “How does the treasury team collaborate with other departments?”
  • “What are the company’s biggest financial challenges right now?”
  • “How does technology influence your treasury operations?”

In summary

Acing a treasury or finance interview is about preparation, confidence, and demonstrating real-world impact. When you blend your technical expertise with strong interpersonal skills, you can position yourself as the ideal candidate for the role.

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