UNDERSTAND THE APPOINTMENT
Finance appointments with clear accountability
Accounting and finance recruitment starts with the position of the role in the finance function. Establish what the person will prepare, review, approve or explain; which entities, cost centres or reporting cycles they will handle; and where responsibility transfers to a manager, controller or external adviser. A financial accountant, management accountant and finance manager may share systems knowledge, but their judgement and accountability can be very different.
Set the practical context before discussing candidate profiles: the business model, reporting calendar, system landscape, team structure and level of operational contact. For South African appointments, clarify whether the role interacts with group reporting, multiple sites or a distributed team. Agree which qualifications and checks are essential, then assess how the person has applied their knowledge through reconciliations, controls, reporting and problem-solving. Include the immediate priorities, such as a handover, system change or reporting backlog. This helps distinguish an established role from one requiring early process improvement.
MAKE THE CONVERSATION COUNT
Test judgement alongside technical knowledge
Ask candidates to walk through work they have owned at month-end, in management reporting or when resolving a reconciliation issue. Good questions establish the source information, checks performed, stakeholders involved and how the issue was escalated or closed. This gives a clearer view than asking only which standards or accounting packages they know.
For leadership roles, examine how the person reviews work, improves processes and explains financial information to non-finance colleagues. A concise case based on your reporting rhythm can help assess prioritisation. Confirm qualification, reference and other agreed verification requirements through the appropriate process rather than treating an interview statement as final evidence. Give each interviewer a defined area to explore, including systems, controls and stakeholder communication. Compare findings against the agreed responsibilities rather than general impressions. Capture unanswered questions and resolve them before moving to a final decision.