✅ Hiring Checklist for Finance Professionals
For Hiring Managers & Employers
Ensure you're hiring the right finance talent, whether it's for financial control, analysis, or strategic leadership.
📝 Pre-Hiring Preparation
- Define the core function (compliance, strategy, reporting, analysis).
- Determine the level of seniority and authority (e.g., Accountant vs Finance Manager vs CFO).
- Confirm reporting structure and team responsibilities.
- Clarify required qualifications (e.g., CPA, CA, or MBA).
- Benchmark salary for your industry and location.
📢 Advertising the Role
- Be specific about tech/tools (e.g., Xero, MYOB, SAP, Power BI).
- Share financial reporting expectations (monthly, quarterly, board-level).
- Use platforms like LinkedIn, Seek, and finance-specific networks.
- Emphasise stability, growth, or exposure to senior leadership.
🎯 Screening Candidates
- Check for relevant industry experience (e.g., SME vs corporate vs NFP).
- Evaluate financial analysis and reporting strengths.
- Ask about cost savings, budgeting accuracy, or revenue contribution.
- Look for integrity and risk awareness — not just technical skills.
💬 Interview Stage
- Use practical scenarios (e.g., “How would you respond to a budget blowout?”)
- Include a task or spreadsheet review if needed.
- Ask about business partnering experience.
- Include stakeholders from operations or leadership if cross-functional.
✅ Before the Offer
- Check references regarding accuracy, timeliness, and ethics.
- Align on month-end expectations, work style, and reporting cadence.
- Clarify onboarding, systems access, and expectations for the first 90 days.