Manager - Financial (with Excel)

Job-Specific Whole-Person Assessment (Test)

A Short Version of this test is available.   What's the Difference?

Candidates typically need about 45 minutes to complete our full-length job-specific assessments. Our short versions take less than half that time. Like our standard assessments, these tests are based on the U.S. Government Occupational Information Network (O*Net). They do not contain the animated simulation module, however, though they still provide valuable information about all critical performance-related dimensions. Additionally, the short versions optionally include 1-2 virtual video interview questions! Click below for more information:

Manager - Financial (with Excel) (Short)

Manager - Financial (with Excel)

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

Top activities and tasks for this job:
  • Working with Computers
  • Examine, evaluate, or process loan applications.
  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
  • Communicating with Supervisors, Peers, or Subordinates
  • Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others

About the test (Full Version)

The HR Avatar Manager - Financial (with Excel) Pre-Employment Assessment was designed to help you hire staff in this role. The test provides a whole-person evaluation by measuring job-relevant cognitive ability, personality, knowledge, skills, and relevant behavioral history. Each component provides important data for hiring decisions. Cognitive ability has been linked to overall job performance in most jobs and correlates with a candidate's ability to learn new skills and to solve complex problems. Personality characteristics determine how well the candidate will fit-in with a corporate culture. Knowledge and skills indicate how much training will be needed before a new employee becomes productive. Finally, relevant behavioral history detects counter-productive behaviors that can impact job performance.

The Manager - Financial (with Excel) test includes an animated work simulation in which candidates meet customers, colleagues and supervisors in a job-related context. Post-test surveys indicate the majority of candidates react favorably to these simulations. This test also contains an automatically-scored essay component. Writing is a key skill for many jobs and also demonstrates the ability to generate, organize, and communicate relevant ideas effectively.

The specific attributes measured include:

Cognitive Ability
  • Analytical Thinking and Attention to Detail
  Knowledge and Skills
  • Financial Accounting Concepts
  • MS Excel
  • Writing
  • Adaptability
  • Competitive Spirit
  • Drive
  • Integrity
  • Leader Mindset
  • Resilience
  • Teamwork
  Emotional Intelligence
  • Empathy and Emotional Self-Control
Behavioral History
  • History Survey - Performance
  • History Survey - Tenure

Following completion, the test produces a Candidate Selection Report that includes an overall score and detailed scores for each attribute. The overall score weighs each of the factors based on research and analysis from the U.S. Government's Occupational Information Network (O*Net). O*Net represents over a decade of dedicated research evaluating the relative importance of various factors that lead to success in almost 1,000 different job roles.

The Candidate Selection Report also provides expert interview questions that help you probe critical or low-scoring areas, along with a guide for noting your evaluation of the candidate's responses. Consistent use of an interview guide is an important part of gaining better candidate insights and making better hiring decisions.

Language:English (US)
Time to Complete:40 Minutes (Approximately)
O*Net SOC Code:11-3031.00
Simulation Context:Leadership and Management
O*Net Context:Management
More information about this Job
Annual US Wages (2023)
Bottom 10%:
$82,870 or less
Bottom 25%:
$110,190 or less
$156,100 (Average)
Top 25%:
$210,830 or more
Top 10%:
$239,200 or more

US Employment Statistics
2032 (projected):
Annual U.S. Job Openings:69,600

Top Knowledge Requirements
  • Economics and Accounting
  • Administration and Management
  • Mathematics
  • Customer and Personal Service
  • English Language
  • Sales and Marketing
  • Law and Government
Top Skills
  • Active Listening
  • Speaking
  • Reading Comprehension
  • Critical Thinking
  • Monitoring
  • Writing
  • Judgment and Decision Making
  • Management of Personnel Resources
Top Abilities
  • Oral Expression
  • Written Comprehension
  • Speech Clarity
  • Speech Recognition
  • Deductive Reasoning
  • Problem Sensitivity
  • Oral Comprehension
  • Inductive Reasoning

Alternate Titles for this Role: Account Manager, Accountant Supervisor, Accounting Director, Accounting Manager, Accounting Supervisor, Accounts Manager, Accounts Supervisor, Actuarial Manager, Asset Manager, ATM Manager (Automated Teller Machine Manager), Auditing Manager, Auditor Supervisor, Bank Manager, Bank President, Banking Branch Manager, Banking Center Manager (BCM), Banking Manager, Banking Supervisor, Branch Manager, Budget Manager, Cash Manager, City Comptroller, City Treasurer, Collections Manager, Comptroller, Cost Accounting Manager, Credit Administration Manager, Credit and Collection Manager, Credit Department Manager, Credit Manager, Credit Office Manager, Credit Union Manager, District Manager, Exchange Floor Manager, Field Supervisor, Finance Director, Finance Manager, Financial Center Manager, Financial Director, Financial Institution Assistant Branch Manager, Financial Institution Branch Manager, Financial Institution Manager, Financial Manager, Financial Officer, Financial Supervisor, Fiscal Manager, International Bank Manager, Investment Manager, Loan and Credit Manager, Loan Manager, Paymaster, Regional Manager, Reimbursement Director, Relationship Manager, Residential Mortgage Manager, Risk and Insurance Manager, Risk Management Director, Service Center Manager, Tax Director, Tax Manager

Related Jobs based on Skills & Abilities: Accountants and Auditors, Personal Financial Advisors, Credit Analysts, Financial Examiners, Loan Officers, Treasurers and Controllers, Investment Fund Managers, Securities, Commodities, and Financial Services Sales Agents, Credit Authorizers, Checkers, and Clerks, Management Analysts, Bookkeeping, Accounting, and Auditing Clerks, Chief Executives, Credit Counselors, First-Line Supervisors of Office and Administrative Support Workers, New Accounts Clerks, Budget Analysts, Compensation, Benefits, and Job Analysis Specialists

(HR Avatar Use Only) pid=6133, CTB Direct Test

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