finance riskbank reconciliationbookkeepingmonth end closequickbooks
Complete evaluation framework
What to assess and how to score it
Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.
01
Evaluation factor
Technical command
35% weight
Check depth on double-entry mechanics, accruals versus cash basis, and named ledgers they have run: QuickBooks Online, Xero, Sage 50, NetSuite, plus payroll and sales tax filings.
Evidence to listen for
Commands the instruments, models, or reporting standards the role turns on
Can build the analysis rather than only interpret someone else's
Knows the assumptions inside a model and which ones actually drive the answer
Fluent in the frameworks and disclosure regimes that apply
Five-point scoring guide
1
Poor
Cannot explain the instruments or standards they claim to work with.
2
Needs Improvement
Interprets others' analysis but cannot build or defend it.
3
Satisfactory
Solid working command; thin on unfamiliar structures or standards.
4
Very Good
Builds the analysis and knows which assumptions actually move the answer.
5
Excellent
Explains accrual adjustments, prepaids and depreciation schedules fluently, and names the specific ledger, chart of accounts and reconciliation routines they owned.
02
Evaluation factor
Deals and deliverables that closed
25% weight
Probe closed month-ends they personally delivered: days to close, number of bank and credit card accounts reconciled, AP and AR volumes, audit or 1099 season deliverables.
Evidence to listen for
Names transactions, filings, or reports they worked, with size, counterparties, and their own scope
Distinguishes their contribution from the deal team's
Knows what happened afterwards, including what underperformed
Can describe one that fell over and why
Five-point scoring guide
1
Poor
No completed work; describes process rather than outcomes.
2
Needs Improvement
Involved in transactions but cannot state their own scope.
3
Satisfactory
Real deliverables with adequate ownership; outcomes described loosely.
4
Very Good
Named transactions or filings with clear personal scope and honest post-mortems.
5
Excellent
Cites concrete close cycles, for example twelve entities closed by day five, with reconciled balances and clean external accountant handoff.
03
Evaluation factor
Risk judgement
25% weight
Assess how they handle unreconciled variances, duplicate vendor payments, suspected expense fraud, misclassified revenue, late sales tax filings, and where they escalate versus adjust.
Evidence to listen for
Distinguishes a modelled risk from a real one
States confidence and what would change their view
Comfortable disagreeing with a number that suits everybody
Knows the limits of the data behind a projection, especially over long horizons
Five-point scoring guide
1
Poor
Treats model output as truth; no sense of data limits.
2
Needs Improvement
Reports numbers without qualifying them; avoids unwelcome conclusions.
3
Satisfactory
Reasonable judgement; qualifies findings when prompted.
4
Very Good
States confidence unprompted and will hold an unpopular position on evidence.
5
Excellent
Describes real control gaps found, such as an unauthorised vendor or stale AR, and the segregation or approval fix they proposed.
04
Evaluation factor
Explaining it to decision-makers
15% weight
Look for how they brief owners and controllers: monthly P&L and cash flow walkthroughs, budget-versus-actual variance notes, and pushing back on unsupported entries.
Evidence to listen for
Explains a technical position to an investment committee, board, or regulator so they can act on it
Writes to the standard the audience is held to
Handles challenge without either caving or digging in
Works across legal, operations, and external counterparties
Five-point scoring guide
1
Poor
Cannot communicate beyond technical peers.
2
Needs Improvement
Explanations lose the audience or oversimplify to the point of error.
3
Satisfactory
Adequate with familiar audiences; less effective under challenge.
4
Very Good
Explains clearly to committees and regulators and holds up under challenge.
5
Excellent
Translates ledger detail into cash runway and margin implications a non-accountant owner acts on, without hiding behind accounting jargon.
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