Tell me about a time when you had to present financial information to a non-financial audience. How did you ensure understanding?

Sample answer to the question

One time, I was tasked with presenting financial information to a group of non-financial stakeholders during a quarterly business review. To ensure understanding, I used visual aids such as charts and graphs to present the information in a clear and concise manner. I also prepared a summary of the key points and provided explanations using non-technical language. Additionally, I encouraged interaction by asking for questions and feedback throughout the presentation. By doing so, I was able to gauge their understanding and address any confusion in real-time.

A more solid answer

During a company-wide meeting, I was assigned to present the financial performance of our department to colleagues from various non-financial backgrounds. To ensure understanding, I prepared a visually engaging PowerPoint presentation with charts and graphs to illustrate key metrics. I also created a handout summarizing the main points to provide a reference for the audience. To further engage the audience, I encouraged questions and discussion throughout the presentation. I was able to adapt my language to a non-technical level and provided real-life examples to make the information relatable. As a result, the audience actively participated, and they were able to grasp the financial information effectively.

Why this is a more solid answer:

The solid answer expands on the basic answer by providing more specific details and examples of how the candidate presented financial information to a non-financial audience. The candidate demonstrates their communication and adaptability skills by using visually engaging materials, encouraging interaction, and adapting their language to the audience. However, the answer could still benefit from including more information about the candidate's role and the outcome of the presentation.

An exceptional answer

In my previous role as a Financial Analyst, I had to present complex financial information to the company's board of directors, which consisted of individuals from diverse backgrounds without financial expertise. To ensure understanding, I adopted a multi-faceted approach. First, I conducted a thorough analysis of the financial data and identified the key insights for the presentation. Then, I created an interactive dashboard using Tableau, which allowed the board members to explore the data visually and interact with different metrics. Additionally, I prepared a comprehensive executive summary that translated the complex financial concepts into easy-to-understand language. During the presentation, I facilitated a Q&A session to address any questions or concerns. The board members appreciated the clear and concise presentation, and they were able to make informed decisions based on the financial information provided.

Why this is an exceptional answer:

The exceptional answer provides a detailed and comprehensive description of how the candidate presented financial information to a non-financial audience. The candidate demonstrates their strong analytical and technical skills by using Tableau to create an interactive dashboard. The candidate also showcases their ability to simplify complex financial concepts and facilitate discussion. The outcome of the presentation is highlighted, indicating the positive reception and its impact on decision-making. Overall, the answer effectively addresses the evaluation areas of communication and adaptability, and it provides a strong example of the candidate's qualifications for the Asset Allocator role.

How to prepare for this question

Familiarize yourself with the financial information you will be presenting. Understand the key insights and how they relate to the audience's interests.
Create visual aids such as charts, graphs, or interactive dashboards to make the information more accessible and engaging.
Prepare a summary or handout that highlights the main points and provides a reference for the audience.
Adapt your language and explanations to a non-technical level. Avoid jargon and use relatable examples to help the audience grasp the concepts.
Encourage interaction by asking for questions and feedback throughout the presentation. Be prepared to address any confusion or concerns in real-time.

What interviewers are evaluating

Communication
Adaptability