How to hire a Finance Manager
What the role does, the job description, the interview questions, and the 40-minute screening pack that tells you who can do the job before you book a single interview.
The role
What a Finance Manager does
A Finance Manager is a finance leader who oversees budgeting, forecasting, reporting, and a small finance team to keep the business financially healthy and well informed.
- Own the budgeting, forecasting, and reporting process
- Lead and develop the finance team
- Advise leadership on financial performance, cash, and risk
Screen before you interview
The Finance Manager screening pack
Management accounting, modelling and numerical judgement, with integrity as table stakes. Every applicant gets one link. You get one ranked report.
- 1
Walk us through your month-end close and where it usually slips.
- 2
How do you build a budget with department heads who all want more?
- 3
Describe a variance you investigated and what you found.
- 4
How do you present numbers to leaders who are not finance people?
- 5
Which controls would you put in place first here?
Job description
Finance Manager job description
We need a Finance Manager to lead our financial planning and reporting and to manage the day-to-day finance function. You will own the budgeting cycle, guide a small team, and give leadership a clear read on performance, cash, and risk. This is a role for someone who can both run a tight process and step back to advise the business on where the money should go.
Responsibilities
- Own the annual budget and rolling forecast across all departments
- Lead the monthly close review and present results to the leadership team
- Manage, coach, and develop accountants and analysts on the finance team
- Oversee cash flow, working capital, and treasury planning
- Review and improve financial controls, policies, and approval workflows
- Partner with department heads to manage spend against budget
Requirements
- Bachelor's degree in finance or accounting; CPA, ACCA, CMA, or MBA is strongly preferred
- 5 or more years of finance experience, including budgeting, reporting, and team leadership
- Proven experience managing a close cycle and a small finance team
- Strong knowledge of GAAP or IFRS, financial controls, and cash management
- A track record of advising leadership and improving finance processes
Interview questions
Finance Manager interview questions
For the candidates who pass the pack. Each comes with a sample answer on the full page.
- 01
What made you move from individual finance work into finance management?
- 02
Tell me about your experience leading a finance function or team.
- 03
How do you keep yourself current as both a finance leader and a people leader?
- 04
Why this finance manager role and why our company?
- 05
How do you run the annual budgeting process?
- 06
How do you approach cash flow management and liquidity?
- 07
How do you ensure strong financial controls without slowing the business down?
- 08
How do you build and develop a high performing finance team?
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