20 Beyond Finance Interview Questions and Answers

Beyond Finance is a financial technology company that provides innovative solutions for businesses and consumers. Beyond Finance is a rapidly growing company with a team of passionate and dedicated employees.

If you’re hoping to join the Beyond Finance team, you can expect to be asked a variety of questions about your experience, qualifications, and goals. In this guide, we’ve provided a list of sample Beyond Finance interview questions and answers to help you prepare for your interview.

Beyond Finance Interview Process

The interview process at Beyond Finance can vary depending on the position you are applying for. However, most positions will require at least one phone interview and one in-person interview. The phone interview is usually conducted by a recruiter and is used to get to know you and your experience better. The in-person interview is usually conducted by the hiring manager and/or a panel of interviewers. This interview is usually more difficult and focuses on your experience and skills. Overall, the interview process is relatively easy and straightforward.

1. What is your experience with customer service?

Beyond finance positions often require a high level of customer service. Employers ask this question to make sure you have the skills necessary for interacting with clients and helping them solve problems. Use your answer to highlight any experience you have in customer service. If you don’t, share an example of when you helped someone else with their needs.

Example: “I’ve worked as a receptionist at my current job for two years now. My primary responsibility is answering phones and greeting visitors. I also help our team members find information they need and direct callers to the right person or department. In addition to that role, I am also responsible for managing the company’s social media accounts. This has given me plenty of experience working with customers and learning how to interact with them online.”

2. Why do you want to work at Beyond Finance?

This question can help the interviewer get to know you better and understand why you are a good fit for their company. Use your answer to highlight any specific aspects of Beyond Finance that interest you, such as its mission or values. You can also use this opportunity to show how your own personal goals align with those of the organization.

Example: “I want to work at Beyond Finance because I am passionate about helping people achieve financial freedom. The company’s dedication to providing quality services is inspiring, and I would love to be part of a team that makes a positive impact on others’ lives. I think my skills and experience make me an excellent candidate for this role, and I hope I can contribute to the company’s success.”

3. Describe a time where you were able to successfully persuade someone to buy something or make a change in their life.

This question is a great way to show your communication skills and how you can influence others. When answering this question, it’s important to highlight the steps you took to persuade someone and what the outcome was.

Example: “When I first started my career as an accountant, I worked for a small business that had no idea how to manage their finances. The owner of the company didn’t know where to start when it came to creating budgets or tracking expenses. I sat down with him one-on-one and explained all the basics of accounting and financial management. He was able to implement some basic systems into his business, which helped him understand his money better.”

4. How would you handle an upset client?

This question can help the interviewer determine how you handle conflict and whether you have experience working with clients. Use examples from your previous work to show that you know how to diffuse a situation, empathize with customers and resolve conflicts quickly.

Example: “In my last role as an accountant, I had a client who was upset because they didn’t receive their financial report on time. When I called them to discuss the issue, they were very angry and told me that they would find another accountant if we couldn’t provide better service. I apologized for the delay and explained why it happened. They accepted my apology and agreed to wait until our next scheduled call to get their report.”

5. Do you have any sales experience?

Beyond finance positions often require sales experience. Employers ask this question to see if you have any relevant experience and how it can help them. If you do, share your previous job duties with the employer. If you don’t, explain that you’re willing to learn more about sales.

Example: “I’ve worked in customer service for most of my career. I enjoy helping people solve problems and find solutions. In my last position, I was responsible for answering phones and emails from customers. I also helped customers place orders and resolve issues. This experience has given me a lot of confidence when speaking with others and resolving conflicts.”

6. Have you ever worked remotely before?

Working remotely is a common practice in the finance industry. Employers ask this question to make sure you have experience working from home or another remote location. If you haven’t worked remotely before, explain why and what your plans are for doing so if hired.

Example: “I’ve never worked remotely before, but I am excited about the opportunity to do so. I understand that it’s important to be able to work independently while maintaining communication with my team. To prepare for this role, I would purchase a reliable laptop and cell phone. I also plan on taking online courses to learn how to use various programs and apps to stay connected.”

7. Tell me about a time when you had to deal with a difficult situation, how did you handle it?

Beyond finance professionals often have to deal with challenging situations. Employers ask this question to make sure you can handle difficult circumstances and still perform your job well. In your answer, explain how you handled the situation and what steps you took to resolve it.

Example: “When I was working as a financial advisor, one of my clients came in for an appointment very upset. She told me that she had lost all her money because of some bad investments. At first, I thought she was just being dramatic, but when I looked into her account, I realized she was telling the truth. I helped her file a claim so she could get her money back.”

8. Do you know what debt settlement is and how it works?

Beyond finance professionals often work with clients who are trying to pay off debt. Knowing how debt settlement works can help you better serve your clients and provide them with the best possible advice. In your answer, explain what debt settlement is and give an example of a time when you used it in your previous role.

Example: “Debt settlement is a process where you negotiate with creditors to lower the amount of money you owe them. I have worked with many clients who were struggling to make their monthly payments on time. When this happened, I would sit down with them and discuss their options. If they wanted to continue paying off their debts, I would help them create a budget that allowed them to do so while still living comfortably. If they preferred to settle their debts, I would help them find a company that could offer them a fair deal.”

9. How are you able to keep track of all the different parts of your job and stay organized?

Beyond finance professionals need to be organized and able to multitask. Employers ask this question to see if you have the organizational skills necessary for the job. In your answer, explain how you stay organized and prioritize tasks. Explain that you use a calendar or planner to keep track of important dates and deadlines.

Example: “I am very good at keeping track of my responsibilities and staying organized. I use an online calendar to schedule all of my appointments and meetings. I also use it to set reminders for upcoming deadlines and due dates. This helps me make sure I meet all of my deadlines and deliver quality work on time.”

10. Are you comfortable working in a remote environment?

Working in a remote environment is becoming more common, especially for finance professionals. Employers ask this question to make sure you’re comfortable with the idea of working from home or another location outside of the office. In your answer, explain that you are willing to work remotely if necessary. Explain that you have experience working in a remote environment and can do so again if needed.

Example: “I am very comfortable working in a remote environment. I’ve worked as an independent contractor before, which required me to work from home. I find it’s easier to focus on my work when I’m not surrounded by distractions at the office. If you hire me, I’ll be happy to work from home or wherever else is most convenient.”

11. Describe a time when you had to prioritize tasks, how did you choose which ones come first?

This question can help the interviewer understand how you prioritize your time and what skills you use to make decisions. Use examples from previous work experiences or describe a situation that could happen in this role.

Example: “In my current position, I have three managers who each assign me tasks throughout the day. Sometimes it’s hard to know which task is most important because they all seem urgent. To solve this problem, I created a system where I color-coded each task based on urgency and importance. This way, I can quickly see which tasks need immediate attention and which ones are less urgent but still important.”

12. How well do you work under pressure?

Beyond finance professionals often work under tight deadlines. Employers ask this question to make sure you can handle the pressure of working in a fast-paced environment. In your answer, share an example of a time when you worked under pressure and how you managed it. Explain what steps you took to complete your tasks on time.

Example: “I have experience working under pressure. When I was in college, I had two jobs while taking 18 credits per semester. I would wake up at 5 a.m. every morning to get ready for my first job as a barista. Then, I would rush over to class where I would take notes and participate in discussions. After class, I would rush back to work for another four hours before heading home to study for the next day. It was challenging, but I learned how to manage my time well.”

13. Are you comfortable dealing with large sums of money?

This question is a way for the interviewer to assess your comfort level with handling large sums of money. This can be an important skill when working in finance, as you may need to handle millions or billions of dollars at any given time. Your answer should show that you are capable of handling large amounts of money and have experience doing so.

Example: “I am very comfortable dealing with large sums of money. In my last position, I was responsible for managing $1 billion worth of assets. I had to make sure all transactions were recorded accurately and that the company’s finances were always up-to-date. I also had to ensure that our clients’ accounts were secure and properly managed.”

14. How often do you check your email during the day?

Employers want to know how you manage your time and if you can keep up with the demands of their company. They also want to make sure that they’re not asking you to do something you won’t be able to accomplish, like checking your email more than once a day. Your answer should show that you are organized and responsible.

Example: “I check my email twice a day during work hours. I find this is enough for me to stay on top of things without feeling overwhelmed. If there’s an urgent matter, I’ll respond as soon as possible. Outside of work hours, I try to only check it once a day unless someone needs something urgently.”

15. If hired, how would you approach your first month on the job?

This question is a great way to learn more about the candidate’s work ethic and how they plan their time. It also gives you an idea of what kind of expectations they have for themselves. When answering this question, it can be helpful to include specific tasks that you would complete during your first month on the job.

Example: “I would start by learning as much as I could about the company culture and my coworkers. I would also make sure to get acquainted with all of our financial systems so that I’m ready to begin working on projects right away. I would also like to spend some time getting to know the clients we serve so that I can understand their needs better.”

16. Would you be willing to travel for business if necessary?

Employers may ask this question to see if you are willing to travel for work. If they have a position that requires frequent business travel, they want to know that you will be able to handle the job requirements. In your answer, explain how you feel about traveling and what strategies you use to make it as easy as possible.

Example: “I am happy to travel for work when necessary. I find that having a good system in place makes my trips much easier. For example, I always pack everything the night before so I can get up early and leave on time. I also try to stay organized with all of my documents and receipts so I don’t have to worry about misplacing anything.”

17. What do you think are the most important qualities for someone who does this type of work?

This question is a great way to show the interviewer that you have the qualities they’re looking for in an employee. When answering, it can be helpful to list several of the most important qualities and explain why they are important.

Example: “I think one of the most important qualities for someone who does this type of work is attention to detail. I am very organized and always make sure my work is accurate. Another quality I think is important is communication skills. It’s important to me that I’m able to clearly communicate with others about what I’m doing and how I’m doing it.”

18. Can you tell us about a time when you made a mistake at work, how did you handle it?

Employers ask this question to see how you respond to challenges and learn from your mistakes. This is a great opportunity to show that you are willing to take responsibility for your actions, even if they were unintentional.

Example: “When I first started my job as an accountant, I was working on a client’s financial statements when I noticed that one of the accounts had a negative balance. At first, I thought it was just a mistake, but after double-checking all of the numbers, I realized that there was no way to fix the account without making changes to other accounts. I immediately informed my supervisor about the situation so we could discuss our options.”

19. We need someone who can take initiative, give us an example of when you took initiative.

Beyond finance professionals need to be able to take initiative and make decisions on their own. Employers ask this question to see if you have the ability to do so in your previous roles. In your answer, explain a time when you took initiative and how it benefited your team or company.

Example: “In my last role as an accountant, I noticed that our budget was running low for the month. I decided to reach out to my manager about it, and we discussed ways to save money while still meeting our goals. We ended up cutting back on some of our marketing efforts, which saved us enough money to get through the rest of the month.”

20. What kind of skills do you think will help you succeed at Beyond Finance?

This question is your opportunity to show the interviewer that you have the skills and abilities needed for this role. Use your answer to highlight a few of your strongest skills, such as communication, organization or problem-solving.

Example: “I think my ability to communicate clearly with others will help me succeed at Beyond Finance. I am always looking for ways to improve my communication skills, so I’ve taken several courses on public speaking and presentation development. I also think my organizational skills are an asset because they allow me to stay focused on tasks and meet deadlines. Finally, I believe my problem-solving skills can be helpful in this role because I enjoy finding solutions to challenging situations.”