Top 10 Interview Tips: How to Interview Well

Ace that finance interview!

Over 1.8 million professionals use CFI to learn accounting, financial analysis, modeling and more. Start with a free account to explore 20+ always-free courses and hundreds of finance templates and cheat sheets. Start Free

How to Interview Well

This guide will give you a list of the top 10 interview tips, based on decades of first-hand experience from the CFI team interviewing hundreds of candidates. Whether you’re in your early, mid, or late career, interviews can be nerve-racking. Luckily, being well prepared is a great way to reduce stress on the big day and increase your chances of being hired. To make sure you’re well-prepared, follow these top 10 tips on how to interview well.

Top 10 Interview Tips

#1 Research the company in advance

This is at the top of our interview tips list for a reason. It’s absolutely critical to do thorough research on the company and its people before walking into the interview. This can be one of the biggest differentiators of outstanding versus merely good interviewees.

The most important things to research are the company history, their business model, recent press releases, their management team, financial information (if public), competitors, reputation, and any mutual connections you might have.

Having all these areas researched well means you can have meaningful and insightful conversations in the interview, and you won’t be nervous in asking questions about the company.

#2: Practice telling your story

The interviewer is extremely likely to ask you something along the lines of “Walk me through your résumè,” “Why should we hire you,” or “What makes you a good candidate for this role.” All of these are versions of the same thing, which is to succinctly tell your story in a way that makes sense to the interviewer.

One of the best interview tips is to, instead of simply listing all the jobs you’ve had and what you did in the past, think of a common theme that ties all your experience together. This theme will bring your story to life and make you really stand out from other candidates.

#3: Prepare a list of questions to ask

It’s a good idea to have a list of questions for the interviewer written down in advance. This not only shows you’re well prepared but will also make you much more relaxed, knowing that you have lots of things to talk about if you’re put on the spot.

Try to prepare questions on a wide range of topics, including the technical nature of the work, the culture of the company, and what’s happening in the industry. Whenever someone asks us how to interview well, we insist they prepare a list of questions to ask the company!

#4: Practice answering questions with friends or family

Practice makes a huge difference, and it’s important to rehearse as many times as possible before the big day. Answering questions in your head is not the same as answering them out loud to someone else, so be sure to practice with a friend or family member who can give you honest feedback. Ask them to tell you where you can improve on everything from content to tone and mannerisms.

This interview tip is very important to follow through on. Even though most people have an idea in their head of how to interview well, they often don’t end up delivering on the big day because they didn’t put in the hard work of practicing. Make sure you practice with real people!

#5: Read the headlines on the day of the interview

This is one of our secret interview tips because not many people do it and it gives you a lot of opportunities to make small chat and come across as well informed. The easiest way to break the ice or fill a silence is to comment on a recent news headline.

Try to avoid having a very polarizing view or opinion on anything, but rather, show you’re up to date on current events and offer a balanced opinion.

If you feel that you need to break an awkward silent situation, you can easily say something like “Did you see that the Bitcoin was down over 10% again this morning?” as an easy conversation starter.

#6: Arrange your clothes and supplies in advance

This ritual can help you mentally prepare and is a great way to reduce stress on the day of the interview. You don’t want to be rushing to iron your shirt when you’re supposed to be heading out the door or discover that your shoes need shining when you’re about to leave.

It’s a good idea to dress one notch above the level you think the people interviewing you will be wearing. If you’re not sure, then it’s better to be overdressed than underdressed.

#7: Arrive extra early but don’t check in until it’s time

Being late for an interview is one of the worst first impressions you can make. Given that it’s totally avoidable with good preparation, make sure you plan your transportation the day before and aim to arrive earlier than you think you need to.

While you should arrive at the building early, it’s not a good idea to check in more than a few minutes before the scheduled interview time. Wait just outside the building until it’s time to go up to avoid waiting in the lobby of the office for a long time. If there’s one thing on this list of interview tips that you don’t ever want to miss, it’s being on time.

#8: Listen intently to everything everyone says to you

This is one of the most important interview tips that surprisingly few people focus on. It’s really critical to be a good listener to everyone, from the receptionist to the people interviewing you.  Focusing on your listening will do a few things. First, it will take your mind off of thinking about what to say next, which will help you relax and perform better. Second, you will do a better job of answering questions by paying attention to every word in the question that was asked of you.

It may seem obvious, but focusing really hard on being a good listener is very important and something that many people who are wondering how to interview well forget about. On interview day, make a reminder or note to yourself (consider putting this on your list of questions) that says “Listen”!

#9: Take a few notes, as necessary

During the formal portion of the interview, it can be a good idea to take some notes. This will help you remember important points and also show you’re engaged and paying close attention.

It’s not a good idea, however, to take copious notes and write down anything and everything. That can actually be a bit off-putting for the interviewer and means you will likely not be making any eye contact with them.

Find the right balance of note-taking to stay focused, but without overdoing it.

#10: Be aware of your body language

This is a big interview tip. Body language says a lot about you, as we automatically pay a lot of attention to non-verbal communication. It’s important to be aware of everything from facial expressions and eye contact to head nodding, arm movements, and posture.

Be sure to avoid slouching, crossing your arms, and too much/little eye contact.  These three are arguably the biggest or most likely things to be noticed by the interviewer.

The goal is to project confidence, engage, and build a rapport with the interviewer(s).

Interview Well - Body Language

Additional Resources

Introduction to Financial Planning and Wealth Management: Industry and Careers

Finance Interview Questions

Accounting Interview Questions

Phone Interview Cheat Sheet

See all career resources

0 search results for ‘