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Run: Finance Analyst Structured Interview Scorecard

A structured interview scorecard for finance analyst candidates, with consistent rating anchors for modeling, analytical rigor, business partnering, and fina...

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Submission Notice

Date the interview was conducted.
Name of the interviewer completing this scorecard.
Candidate name for interview tracking.
Role being evaluated.
Select the interview stage for this evaluation.

Financial Modeling

Rate the candidate's ability to build and maintain financial models.
Briefly summarize the model or case the candidate described.
Capture specific evidence, assumptions, and any concerns.

Analytical Rigor

Rate the candidate's ability to analyze data and support conclusions with evidence.
How well did the candidate discuss checking data quality and assumptions?
Document examples of analytical thinking, tradeoffs, and decision quality.

Business Partnering and Communication

Rate the candidate's ability to work with business stakeholders.
Rate how clearly the candidate explained complex finance topics.
Summarize an example of influencing or partnering with a stakeholder.

Role Fit and Recommendation

Overall assessment of the candidate for the finance analyst role.
Select the final recommendation based on the interview.
List the candidate's most relevant strengths for the role.
Note any concerns, gaps, or follow-up areas.
Check if additional interviews, references, or work samples are needed.

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