20 Questions

Interview with CFO What Questions to Ask

Strategic questions to evaluate a CFO candidate, understand their financial expertise, and determine if they're the right fit for your organization's financial leadership.

1

What's your approach to financial strategy and long-term planning?

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Why this works

This question reveals their strategic thinking and how they approach financial planning, which is crucial for understanding their ability to guide the organization's financial future.

2

How do you handle financial risk management and what's your approach to mitigating risks?

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Why this works

This question reveals their understanding of risk management and how they protect the organization from financial threats, which is essential for CFO responsibilities.

3

What's your experience with financial reporting and compliance requirements?

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Why this works

This question reveals their expertise in regulatory compliance and financial reporting, which are critical skills for ensuring the organization meets legal and regulatory requirements.

4

How do you approach capital allocation and investment decisions?

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Why this works

This question reveals their decision-making process for major financial investments and how they evaluate opportunities for growth and development.

5

What's your approach to cash flow management and working capital optimization?

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Why this works

This question reveals their understanding of liquidity management and how they ensure the organization has adequate cash flow for operations and growth.

6

How do you handle financial forecasting and budgeting processes?

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Why this works

This question reveals their approach to financial planning and how they create accurate forecasts and budgets to guide organizational decisions.

7

What's your experience with mergers, acquisitions, and strategic transactions?

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Why this works

This question reveals their experience with complex financial transactions and their ability to handle major strategic initiatives.

8

How do you approach cost management and operational efficiency?

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Why this works

This question reveals their approach to controlling costs and improving operational efficiency, which are important for maintaining profitability.

9

What's your approach to financial technology and digital transformation?

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Why this works

This question reveals their understanding of modern financial tools and how they leverage technology to improve financial operations and reporting.

10

How do you handle investor relations and financial communications?

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Why this works

This question reveals their communication skills and how they present financial information to stakeholders, which is crucial for maintaining investor confidence.

11

What's your approach to team leadership and financial team development?

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Why this works

This question reveals their leadership style and how they develop and manage financial teams, which is important for building a strong finance organization.

12

How do you handle financial crises and emergency situations?

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Why this works

This question reveals their crisis management skills and how they respond to financial emergencies, which is crucial for protecting the organization during difficult times.

13

What's your approach to financial controls and internal audit processes?

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Why this works

This question reveals their understanding of internal controls and how they ensure financial accuracy and prevent fraud or errors.

14

How do you handle international operations and currency management?

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Why this works

This question reveals their experience with global financial operations and their ability to manage complex international financial requirements.

15

What's your approach to financial performance measurement and KPIs?

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Why this works

This question reveals their understanding of financial metrics and how they measure and improve organizational financial performance.

16

How do you handle regulatory changes and compliance updates?

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Why this works

This question reveals their approach to staying current with regulatory changes and how they adapt to new compliance requirements.

17

What's your approach to financial transparency and stakeholder communication?

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Why this works

This question reveals their commitment to transparency and how they communicate financial information to various stakeholders.

18

How do you handle financial planning for growth and expansion?

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Why this works

This question reveals their approach to supporting organizational growth and how they plan for financial requirements during expansion.

19

What's your approach to financial education and training for non-financial staff?

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Why this works

This question reveals their commitment to financial literacy and how they help other departments understand financial concepts and requirements.

20

What questions do you have for us about our financial challenges and opportunities?

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Why this works

A good CFO candidate should be interested in understanding the organization's financial situation and how they can contribute to solving challenges and seizing opportunities.

Best Practices for Interviewing CFO Candidates

Expert tips and techniques for getting the most out of these questions.

Best Practices

Assess Both Technical and Leadership Skills

Balance questions about technical financial expertise with questions about leadership, communication, and strategic thinking abilities.

Ask About Real Scenarios

Use situational questions to understand how they handle specific financial challenges and make decisions in complex situations.

Evaluate Cultural Fit

Ask questions that help you understand their values, work style, and how they would fit with your organization's culture and leadership team.

Question Sequences

The Strategy Assessment

1
What's your approach to financial strategy and long-term planning?
2
How do you handle financial risk management and what's your approach to mitigating risks?
3
What's your approach to capital allocation and investment decisions?
4
What's your approach to financial forecasting and budgeting processes?

The Leadership Explorer

1
What's your approach to team leadership and financial team development?
2
How do you handle financial crises and emergency situations?
3
What's your approach to financial transparency and stakeholder communication?
4
What's your approach to financial education and training for non-financial staff?

Common Pitfalls

Don't Focus Only on Technical Skills

While technical skills are important, also assess leadership abilities, communication skills, and cultural fit with your organization.

Avoid Generic Questions

Don't ask questions that are too broad or generic. Use specific scenarios and situations that relate to your organization's financial challenges.

Don't Ignore Red Flags

Be wary of candidates who can't provide specific examples, seem unprepared, or don't ask thoughtful questions about your organization's financial situation.

Question Templates

The Strategy Evaluator

1
Step 1: Start with: "What's your approach to financial strategy and long-term planning?"
2
Step 2: Follow with: "How do you handle financial risk management and what's your approach to mitigating risks?"
3
Step 3: Explore with: "What's your approach to capital allocation and investment decisions?"
4
Step 4: Assess with: "What's your approach to financial forecasting and budgeting processes?"

The Leadership Investigator

1
Step 1: Start with: "What's your approach to team leadership and financial team development?"
2
Step 2: Follow with: "How do you handle financial crises and emergency situations?"
3
Step 3: Explore with: "What's your approach to financial transparency and stakeholder communication?"
4
Step 4: Assess with: "What questions do you have for us?"

Further Reading

The Art of Conversation by Catherine Blyth
How to Win Friends and Influence People by Dale Carnegie
The Charisma Myth by Olivia Fox Cabane

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