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Finance skills assessment that proves the numbers
Testlify verifies modeling, Excel, numerical reasoning, and regulatory knowledge before the offer. Give every finance hire an audit-ready foundation from day one.
7-day free trial
Unlimited assessments
No credit card required
Trusted by 1,500+ teams worldwide across hiring, internal mobility, and certifications
4,500+
SaaS and tech roles you can assess
3,500+
Validated, ready-to-use tests
100+
Native ATS integrations
200+
Finance and accounting roles covered
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.
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.
3-statement modeling
DCF
Numerical reasoning
Accountant / Controller
GAAP and IFRS knowledge, reconciliation accuracy, and journal entry mechanics at role seniority.
GAAP / IFRS
Excel
Reconciliation
Risk and Compliance Officer
AML, KYC, situational judgment, and regulatory scenario testing before any offer is extended.
AML / KYC
SJT
Regulatory knowledge
Internal / External Auditor
Audit methodology, risk identification, and attention to detail across financial documentation.
Audit process
Risk assessment
IFRS
Banker / Wealth Advisor
Client communication, portfolio analysis, and product knowledge for retail and private banking roles.
Coding
Engineering
System design
Finance Operations / Bookkeeper
Speed and accuracy across high-volume transaction processing, reconciliation, and Excel data tasks.
Excel
Bookkeeping
Numerical accuracy
What finance teams actually need in an assessment platform
From real spreadsheet simulations to compliance screening and behavioral depth. All in one workflow.
Real spreadsheet tasks. Not guessable multiple choice
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.
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.
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.
| 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 |
Assessment integrity
1 flagEvery 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.
Testlify vs. the usual ways finance teams screen
| Capability | Testlify | Manual screening | Generic test tools | Staffing agency |
|---|---|---|---|---|
| Numerical reasoning and cognitive aptitude | ✓ Built in | ✗ No | Partial | ✗ No |
| AML, KYC, and compliance screening | ✓ Built in | ✗ No | ✗ No | Varies |
| Custom pass thresholds per module | ✓ Yes | ✗ No | Rarely | ✗ No |
| Proctoring with full audit trail | ✓ Yes | ✗ No | Partial | ✗ No |
| Native ATS and HRIS integration | ✓ 100+ native | ✗ No | Webhooks only | ✗ No |
What finance and talent leaders say
“Testlify let us verify modeling and accounting skill before the first interview, which cut screening time and reduced costly mis-hires across our finance team.”
Head of Talent
Financial services firm, 500 to 5,000 employees
G2 Verified
“We screen for compliance and numerical accuracy up front now, which gives our audit and risk teams real confidence in every hire we make.“
VP, People
Banking / fintech
G2 Verified
Testlify integrates seamlessly with 100+ ATS tools
Streamline your hiring process from assessment to onboarding. Sync candidate data effortlessly, automate workflows, and gain deeper insights to make informed hiring decisions faster.
Frequently asked questions (FAQs)
Want to know more about Testlify? Here are answers to the most commonly asked questions about our company.
