20 Questions

Questions to Ask a Controller in an Interview

Strategic questions to evaluate financial controllers, understand their expertise, and assess their fit for your organization.

1

What is your approach to financial reporting and how do you ensure accuracy and compliance?

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Why this works

Reveals their technical expertise and shows their commitment to maintaining high standards in financial reporting and regulatory compliance.

2

How do you handle month-end and year-end closing processes, and what strategies do you use to meet deadlines?

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Why this works

Shows their organizational skills and reveals their approach to managing complex financial processes under time pressure.

3

What is your experience with financial systems and what ERP systems have you worked with?

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Why this works

Reveals their technical proficiency and shows what systems and tools they're familiar with for financial management.

4

How do you approach budgeting and forecasting, and what methods do you use to develop financial projections?

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Why this works

Shows their analytical skills and reveals their approach to financial planning and strategic decision-making.

5

What is your experience with internal controls and how do you ensure financial integrity?

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Why this works

Reveals their understanding of risk management and shows their commitment to maintaining financial controls and preventing fraud.

6

How do you handle cash flow management and what strategies do you use to optimize working capital?

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Why this works

Shows their liquidity management skills and reveals their approach to maintaining healthy cash flow and working capital.

7

What is your approach to cost management and how do you identify opportunities for cost reduction?

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Why this works

Reveals their cost optimization skills and shows their ability to analyze expenses and identify savings opportunities.

8

How do you handle financial analysis and what metrics do you use to evaluate business performance?

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Why this works

Shows their analytical capabilities and reveals what key performance indicators they prioritize for business evaluation.

9

What is your experience with tax compliance and how do you ensure accurate tax reporting?

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Why this works

Reveals their tax expertise and shows their understanding of tax regulations and compliance requirements.

10

How do you handle financial audits and what is your approach to working with external auditors?

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Why this works

Shows their audit management skills and reveals their approach to preparing for and managing external audits.

11

What is your experience with financial modeling and what tools do you use for financial analysis?

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Why this works

Reveals their technical skills and shows what analytical tools and methods they use for financial modeling.

12

How do you handle financial risk management and what strategies do you use to mitigate financial risks?

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Why this works

Shows their risk management approach and reveals their strategies for identifying and managing financial risks.

13

What is your approach to team management and how do you develop and mentor your finance team?

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Why this works

Reveals their leadership skills and shows their approach to team development and talent management.

14

How do you handle financial communication with senior management and what reporting do you provide?

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Why this works

Shows their communication skills and reveals their approach to presenting financial information to executives.

15

What is your experience with financial software and what systems have you implemented or managed?

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Why this works

Reveals their technical implementation skills and shows what financial systems they've worked with or implemented.

16

How do you handle financial planning and what is your approach to long-term financial strategy?

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Why this works

Shows their strategic thinking and reveals their approach to developing and implementing financial strategies.

17

What is your experience with regulatory compliance and how do you stay current with financial regulations?

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Why this works

Reveals their compliance expertise and shows their commitment to staying current with regulatory requirements.

18

How do you handle financial decision-making and what factors do you consider in financial analysis?

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Why this works

Shows their decision-making process and reveals what factors they prioritize in financial analysis and decision-making.

19

What is your approach to financial training and how do you ensure your team stays current with best practices?

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Why this works

Reveals their commitment to professional development and shows their approach to keeping their team updated with industry best practices.

20

What are your career goals and how do you see yourself contributing to our organization's financial success?

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Why this works

Shows their career aspirations and reveals their vision for contributing to the organization's financial performance and growth.

Best Practices for Controller Interviews

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

Best Practices

Ask for Specific Examples

Request concrete examples of their financial achievements and how they've handled specific challenges in previous roles.

Assess Technical Skills

Evaluate their technical proficiency with financial systems, reporting, and analytical tools.

Consider Cultural Fit

Evaluate whether their values and approach align with your organization's culture and financial management philosophy.

Question Sequences

The Technical Skills Assessment

1
What is your approach to financial reporting?
2
What is your experience with financial systems?
3
How do you handle financial analysis?
4
What is your experience with financial modeling?

The Leadership and Management Evaluation

1
What is your approach to team management?
2
How do you handle financial communication?
3
What is your approach to financial training?
4
What are your career goals?

Common Pitfalls

Don't Focus Only on Technical Skills

While technical competence is important, also evaluate their leadership skills, communication abilities, and cultural fit.

Avoid Accepting Vague Answers

Push for specific examples and concrete details rather than accepting general statements about their approach.

Don't Ignore Soft Skills

Consider their ability to communicate financial information, work with teams, and adapt to changing business needs.

Interview Templates

The Comprehensive Controller Assessment

1
Step 1: Evaluate technical skills and expertise
2
Step 2: Assess leadership and management abilities
3
Step 3: Review communication and collaboration skills
4
Step 4: Consider cultural fit and career alignment

The Financial Systems Review

1
Step 1: Assess ERP and financial system experience
2
Step 2: Evaluate reporting and analysis capabilities
3
Step 3: Review compliance and audit experience
4
Step 4: Consider system implementation and optimization

Further Reading

"The Controller's Function" by Janice M. Roehl-Anderson
"Financial Management" by Eugene F. Brigham
"The CFO Handbook" by Jae K. Shim
"Controller's Guide to Planning and Controlling Operations" by Steven M. Bragg

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