


Financial Services
Pre-Employment Testing
Whether you’re hiring analysts, advisors, or customer-facing staff, accuracy, integrity, and analytical thinking are critical in financial services. One mistake can cost more than just money—it can damage trust.eSkill’s pre-employment assessments help you identify candidates with the technical knowledge, numerical reasoning, and attention to detail required for success in finance. Evaluate key skills like Excel proficiency, bookkeeping, financial analysis, customer service, and regulatory compliance using customizable tests and real-world simulations.
Statistics Speak For Themselves
11%+
The Bureau of Labor Statistics shows employment of financial analysts is projected to grow 11% from 2016 to 2026, which means there will be about 32,300 new financial analyst jobs during the next decade.
55%
80% of CFOs predict their team’s workload will increase this year. Therefore, 55% of them plan to increase the responsibilities of current team members, and 52% plan to hire interim staff.
Top Skills & Abilities
to Look for in
Financial Services
Use eSkill’s aptitude tests to assess candidates' knowledge of subjects from workplace safety to legal terminology
Microsoft Excel & Financial Data Analysis
Evaluate a candidate’s ability to use formulas, pivot tables, and data modeling to make sound financial decisions.
Attention to Detail
Essential for auditing, reconciling reports, and minimizing costly errors in high-volume financial transactions.
Customer Communication & Compliance Awareness
Assess a candidate’s ability to explain complex financial information clearly and adhere to regulatory standards such as FINRA, SEC, and GDPR.

Cognitive Aptitude Testing for Building Stronger Teams
At eSkill, our cognitive aptitude testing services help you identify top candidates faster and more accurately. Measure problem-solving ability, critical thinking skills, and learning potential to build stronger, more successful teams.
Standard Job-Based Tests
Choose from hundreds of standard tests for popular jobs such as Financial Analyst, Firefighter, Office Manager, Emergency Responder, Maintenance Manager, and more.
Standard Subject-Based Tests
Choose from over 600 single-subject tests that assess depth of proficiency in subjects such as Microsoft Office Word, Excel, Outlook, and PowerPoint.
Customize From Over 600 Modular Subjects
Generate a multi-subject test in seconds by handpicking questions from your favorite computer and non-computer topics in the eSkill Test Library.
Simulations
Determine if candidates can do a job by asking them to complete realistic simulations such as Multitasking, Chat, Word and Excel. We can also create custom simulations on request.
Situational Judgment Tests (SJT)
Assess candidates’ Job Fit for a position and determine whether they will succeed in your corporate culture using Customer Service, Sales, Remote Leadership and Change Management SJTs.
Upload Your Own Content
Use eSkill Author to create customized skills tests using your own job-specific content and questions that cover a variety of subjects.
Associated Assessments
Hiring the right candidate starts with evaluating the skills they’ll use on the job. eSkill’s most popular assessments help organizations across industries identify top talent, reduce hiring risks, and streamline workforce development. Our most popular assessments include:

Microsoft Excel
Assess a candidate’s ability to navigate and utilize Microsoft Excel efficiently. This test covers formulas, functions, pivot tables, data analysis, conditional formatting, and macros, ensuring they have the skills needed for data-heavy roles in business, finance, and administration.
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Basic Math
Test fundamental mathematical skills including addition, subtraction, multiplication, division, fractions, percentages, and basic problem-solving. Ideal for roles in retail, finance, logistics, and clerical work where numerical accuracy is essential.
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Bookkeeping
Evaluate a candidate’s knowledge of financial record-keeping, accounting principles, and ledger management. This test covers accounts payable/receivable, bank reconciliations, journal entries, and financial reporting, making it essential for accounting and finance roles.
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Attention to Detail
Assess a candidate’s ability to identify errors, inconsistencies, and small details in written documents, numerical data, and forms. This test is ideal for roles requiring precision and accuracy, such as accounting, quality control, and administrative work.
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Logical Thinking
Test a candidate’s ability to analyze situations, identify patterns, and draw logical conclusions. This assessment covers deductive reasoning, problem-solving, and pattern recognition, making it ideal for technical, analytical, and decision-making roles.
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Business Communication
Assess a candidate’s written and verbal communication skills in a professional setting. This test evaluates email etiquette, grammar, report writing, and clarity of communication, ensuring candidates can effectively convey information in the workplace.
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Cognitive
Measure a candidate’s problem-solving, critical thinking, and reasoning abilities. This test evaluates numerical reasoning, verbal reasoning, logical analysis, and pattern recognition, helping employers identify high-potential candidates for strategic roles.
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Time Management
Measure a candidate’s ability to prioritize tasks, meet deadlines, and manage workloads efficiently. This test evaluates task scheduling, productivity optimization, and decision-making under pressure, helping employers identify highly organized candidates.
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Clerical Skills
Evaluate essential administrative and clerical competencies such as typing speed, data entry accuracy, record-keeping, and document organization. This test is perfect for roles in office administration, healthcare, and customer support.
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Why Choose eSkill
Financial Services
Assessments?
eSkill makes assessing candidates’ job skills, psychological fit, and interview presentation a seamless part of your hiring process.
Include Video Interview questions in your assessments for a seamless, complete evaluation experience.
eSkill will help your call center hire better-qualified government employees more quickly with defensible compliance.
Sitel, Sutherland Global, and hundreds of other companies use eSkill’s call center assessments to hire customer service reps. Learn why.
Select from over 600 standard tests, or easily customize assessments from thousands of topics relevant to your job or training requirements.
Thousands of companies use eSkill to improve their hiring









