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Treasurer Interview Questions

Edited by Indeed Employer Content Team
Last updated April 1, 2025
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Read our editorial guidelines

Whether you are preparing to interview a candidate or applying for a job, review our list of top Treasurer interview questions and answers.

  1. What are your methods for avoiding potentially costly accounting errors? See answer
  2. How would you define risk management in relation to your responsibilities and obligations as a 316041343accounting6.6accountant2.14controller1.89bookkeeper1.25treasurer1.22260392698114000.0073972.85206000.00YEARLY175315002025-09-012025-09-302025-08-012025-08-312025-10-05treasurer? See answer
  3. Can you describe your bookkeeping experience, including any software you’ve used?
  4. What made you want to become a 316041343accounting6.6accountant2.14controller1.89bookkeeper1.25treasurer1.22260392698114000.0073972.85206000.00YEARLY175315002025-09-012025-09-302025-08-012025-08-312025-10-05treasurer? What experiences or education aided your decision?
  5. Can you explain which of your previous jobs, providing you with the greatest learning experience in accounting software?
  6. What are your long-term career goals in finance? Why have you chosen our company for your next career step?
  7. Do you have experience researching bank options as a 316041343accounting6.6accountant2.14controller1.89bookkeeper1.25treasurer1.22260392698114000.0073972.85206000.00YEARLY175315002025-09-012025-09-302025-08-012025-08-312025-10-05treasurer? If so, what is your process for choosing a bank for your employer?
  8. How do you determine which investment decisions are best for your employer? Can you offer examples from your previous experiences?
  9. You realize that current financial practices at your organization don’t align with a new law. What is the first thing you do?
  10. How would you rate your communication skills as a treasurer? What examples can you provide?
  11. Have you ever written a financial report? If so, what is your process like, and what do you include?
  12. Are you comfortable giving presentations to board members about financial forecasting and annual revenue projections?
  13. What are some examples of financial policies you implemented in your previous role? What was your reasoning and how did they affect business operations?
  14. Has a senior company leader ever disagreed with one of your financial projections or ideas? How did you respond?
  15. Can you tell me about a time you implemented a new policy or invested in something that didn’t end up helping the company financially? What was your response and what did you learn from it?
  16. What is a hedging transaction and what situations would you use a hedge for?
  17. How would you define your role as a 316041343accounting6.6accountant2.14controller1.89bookkeeper1.25treasurer1.22260392698114000.0073972.85206000.00YEARLY175315002025-09-012025-09-302025-08-012025-08-312025-10-05treasurer in relation to lower-level finance employees?
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Hire your next Treasurer today.

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Hire your next Treasurer today.

Post a job
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Read our editorial guidelines
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6 Treasurer Interview Questions and Answers

Describe your bookkeeping experience, including any software you’ve used.

The applicant’s answer should reflect both appropriate education and experience as a 316041343accounting6.6accountant2.14controller1.89bookkeeper1.25treasurer1.22260392698114000.0073972.85206000.00YEARLY175315002025-09-012025-09-302025-08-012025-08-312025-10-05treasurer. They should have obtained an accounting or a finance bachelor’s degree. Their previous work should include balancing various types of ledgers, creating balance sheets and income statements, cutting checks and managing accounts receivable and accounts payable. They should demonstrate familiarity and experience with some of the most common software programs such as ABM Cashflow, Calypso, CAPIX, CashAnalytics, DocFinance, Treasury Line, Reveal and/or TM5. Candidates should also have used basic programs like QuickBooks or FreshBooks.

What to look for in an answer:

  • Has an appropriate degree
  • Familiarity with the software that your company currently uses
  • Experience with financial reports preparation

Example:

“In the process of earning my degree in accounting, I learned to keep multiple ledger types to create income statements and balance sheets and to issue checks. I also became adept at managing accounts receivable and accounts payable. I am skilled at using CAPIX and QuickBooks. I am self-taught at using ZohoBooks. In my previous position, I used these skills on a daily basis as assistant 316041343accounting6.6accountant2.14controller1.89bookkeeper1.25treasurer1.22260392698114000.0073972.85206000.00YEARLY175315002025-09-012025-09-302025-08-012025-08-312025-10-05treasurer.”

Why did you chose a career as a treasurer?

The interviewee’s response should paint a clear path to their current profession. Their application for your current position should reflect an interest in this field and a focus on career development whether that is pursuing further education or seeking training in specific systems software. An ideal candidate should connect their interest in accounting, math or finance to an anecdote that sparked that passion.

What to look for in an answer:

  • Experience that sparked interest in the field
  • Passion for finance
  • Clear focus on career development

Example:

“I chose this area of work because of an interest in economics and finance that goes back to high school. I chose to study finance in college with a minor in economics. This combination let me combine the two interests. The position in your organization would allow me to apply both of my study areas and the financial experience and skills I developed in my last two positions as a bookkeeper.”

Explain which of your previous jobs provided you with the greatest learning experience in accounting software.

An applicant’s response should show their ability to analyze their own work experience and career development. While discussing their previous position, the candidate should mention the various accounting projects that they helped complete. Look for skills and software knowledge that will be useful for your own company.

What to look for in an answer:

  • Self-analysis
  • Knowledge of relevant accounting and budgeting software
  • Experience with a company similar to your own

Example:

“My prior position as treasury assistant at a startup earned me my earliest and most valuable experience. I learned budgeting and accounts payable in a high-pressure work environment using the ZenTreasury software. In my last position, I used ABM Cashflow on a daily basis and helped transition the two companies purchased by the firm onto the new software.”

What are your long-term career goals in finance?

Each applicant should convey a continued interest in developing their career in finance. Look for a candidate whose answers reflect a desire to remain with your organization for the long term as this is a sign that they will contribute solid efforts to help your company thrive. Even in a lower level or mid-level position, they should have goals that will lead them to a management position one day.

What to look for in an answer:

  • Conveys interest in career development
  • Displays focus and drive
  • Communicates strong work ethic

Example:

“Now that I have my bachelor’s degree, I plan to return to school to obtain my master’s in finance. My goal within your organization is to obtain this position and work with the people in your finance department to become an integral team player. I want to work my way up and learn the business, eventually moving into a management position.”

What are your methods for avoiding potentially costly accounting errors?

Human error can still occur despite all the advancements in accounting software. Often, these mistakes happen as a result of overly rushed work. Look for an applicant who has good time-management skills and is able to pay attention to fine details. They should demonstrate an ability to produce accurate results while still respecting deadlines. The ideal candidate should also be in the habit of double-checking their figures.

What to look for in an answer:

  • Time-management skills
  • Understands the importance of double-checking their work
  • Attention to detail

Example:

“I have always been a perfectionist. I plan out my projects well in advance and make sure that I have plenty of time to accomplish my tasks.”

How would you define risk management in relation to your responsibilities and obligations as a treasurer?

A large part of a treasurer's job is ensuring that their organization makes smart financial decisions. This question gives interviewers the opportunity to gauge a candidate's understanding of the role and its responsibilities.

A candidate's answer should emphasize:

  • Understanding of risk management
  • Knowledge of job responsibilities
  • Previous professional experience

Here is one example of a quality candidate answer:

Example:

"Risk management is an essential component of my job responsibilities as a treasurer as I need to be able to identify potentially dangerous investment decisions and take the necessary steps to prevent debt or lost revenue. Risk management is also important in my job because I am responsible for setting budgets and overseeing financial matters that ultimately help determine whether the company can grow and expand its operations in the future."

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Download our free step-by-step guide for encouraging healthy risk-taking
Get the Guide

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