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White Collar
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Application
The Financial Roles assessment is used by HR professionals to evaluate candidates across different points of the hiring process, from pre-employment screening to role-specific hiring and internal promotions. By incorporating the Financial Roles assessment early, employers can identify applicants with the financial knowledge, analytical thinking, and accuracy needed for positions such as accountants, financial analysts, auditors, and controllers. This assessment helps ensure that candidates not only meet technical requirements but also align with the critical competencies demanded in financial services, making it a valuable tool for structured, data-driven hiring decisions.
Benefits
The Financial Roles assessment measures skills and competencies essential for success in finance, including numerical reasoning, attention to detail, risk awareness, and problem-solving. These abilities directly impact workplace outcomes by enabling professionals to analyze data accurately, maintain compliance, and support sound financial decision-making. For HR teams, using the Financial Roles assessment means selecting candidates who are better equipped to deliver reliable results, contribute to organizational stability, and adapt to evolving regulatory and market demands.
Skills measured
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Nick Jacks
Group Director of Talent


Sigrid Shun
VP, HR Business Partner Lead

Rob Dougherty
Senior Vice President of Global Talent