For finance teams.
Assess the financial skills that matter before you hire
Testlify's financial industry skills assessment evaluates financial modeling, Excel, numerical reasoning, and regulatory knowledge before the offer. Identify candidates who have the skills your finance roles actually require.
- 7-day free trial
- Unlimited assessments
- No credit card required
The stakes.
In finance, a wrong hire is a liability. Not just a setback
Resumes show titles and certifications. They cannot show who actually reconciles cleanly, models accurately, or stays compliant under pressure.
Credentials do not prove competence
A CPA or CFA designation tells you what someone studied. It does not tell you how they perform under a real deadline with a three-statement model open.
Compliance errors cost more than the hire
Replacing a mis-hire costs 30%+ of first-year salary. In financial services, the wrong compliance or risk hire adds regulatory fines and audit exposure on top.
Skilled finance talent does not wait
Quantitative analysts, controllers, and risk officers are scarce. Manual screening loses them to faster competitors before you reach the interview stage.
Finance roles.
Every finance and accounting role. One platform
Map the right test types to each role in minutes. Mix technical, numerical, compliance, and behavioral modules on a single assessment.
Financial Analyst
Model accuracy, data interpretation, and financial statement analysis under realistic conditions.
Accountant / Controller
GAAP and IFRS knowledge, reconciliation accuracy, and journal entry mechanics at role seniority.
Risk and Compliance Officer
AML, KYC, situational judgment, and regulatory scenario testing before any offer is extended.
Internal / External Auditor
Audit methodology, risk identification, and attention to detail across financial documentation.
Banker / Wealth Advisor
Client communication, portfolio analysis, and product knowledge for retail and private banking roles.
Finance Operations / Bookkeeper
Speed and accuracy across high-volume transaction processing, reconciliation, and Excel data tasks.
The platform.
Real spreadsheet tasks. Not guessable multiple choice
From real spreadsheet simulations to compliance screening and behavioral depth. All in one workflow.
Candidates build and solve directly in Excel, completing DCF models, three-statement exercises, and formula-based tasks. Testlify auto-scores the output and returns a ranked, skill-by-skill scorecard.
- Three-statement model and DCF exercises in a real Excel environment
- Auto-scored with per-skill breakdown, not just a total
- Comparable scorecards across every candidate for fast shortlisting
Test how candidates think under pressure. Not just what they know
Finance roles at every level demand fast, accurate data interpretation and problem-solving under time pressure. Testlify's numerical reasoning and cognitive aptitude modules measure the thinking skills that predict performance, not just prior experience.
- Numerical reasoning: data tables, charts, and quantitative inference
- Cognitive aptitude: pattern recognition, abstract reasoning, and processing speed
- Validated for finance analyst, operations, and banking roles
Role: Financial Analyst · Seniority: Mid-level · Focus: Modeling + Compliance
+ Add module from library
Screen for compliance knowledge before the first interview. Not after
Verify AML, KYC, and regulatory judgment as part of the standard hiring workflow. Set minimum pass thresholds on compliance modules so only candidates who meet your standard advance automatically.
- AML, KYC, GDPR, and situational judgment in compliance contexts
- Custom pass thresholds per module for compliance-critical roles
- Per-module score breakdown visible to hiring managers, not just totals
| Candidate | Overall | AML/KYC | SJT | Status |
|---|---|---|---|---|
| Arjun S. | 91 | 94 | 88 | Advance |
| Fatima K. | 86 | 89 | 82 | Advance |
| Marcus L. | 71 | 63 | 79 | Below threshold |
| Neha R. | 88 | 91 | 85 | Advance |
AML/KYC pass threshold set to 70. Marcus did not advance automatically.
Every assessment is defensible to risk, audit, and regulators
Finance hiring decisions get scrutinized. Testlify keeps a complete audit trail, including webcam snapshots, IP monitoring, plagiarism detection, and timestamp-stamped score breakdowns, for every candidate across every role.
- Webcam monitoring, tab-switch detection, and IP verification
- Timestamped candidate logs exportable on demand for compliance review
- Role-based access, IP logging, and exportable candidate logs on demand
Assessment integrity
1 flagWebcam active
Active throughout
IP consistency
Single location
Tab switching
2 switches detected
Plagiarism check
No match found
Testimonials.
Trusted by 1500+ companies
From staffing agencies to enterprise talent teams, recruiters use Testlify to shortlist faster and hire with evidence instead of gut feel. Here is what they say about it.
G24.7As a staffing agency, we frequently hire for different roles and Testlify's extensive test library across various domains was invaluable in finding the right candidates for our diverse range of client requirements.
Integrations.
Connects with 100+ tools your team already uses
Plug Testlify into your ATS and HRIS. Candidate data syncs automatically, workflows stay in one place, and your hiring process moves from assessment to offer without manual handoffs.
Awards and recognitions.
Recognized by the people who use it
Recognized by G2 as a Leader and High Performer in Talent Assessment and Technical Skills Screening.
Frequently asked questions
Want to know more about Testlify? Here are answers to the most commonly asked questions about our company.
Start hiring on skill.
Your next great hire is already in your pipeline
Build your first assessment in about two minutes and start surfacing proven talent today.
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