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Technical Interview Capital Markets and Treasury Practice Group
*
Indicates required field
Interviewer Name
*
First
Last
Candidate Name
*
First
Last
TMS Experience Check All That Apply
*
Bellin
FIS Integrity
FIS Quantum
GTreasury
IT2
Kyriba
Openlink Findur
Reval
Salmon
SAP TRM
WSS
None
Other TMS Experience Not Listed Above?
*
Rank the TMS Knowledge with First One Being One with Most Knowledge
*
What other TMS have you heard of that you have not worked with?
*
What Experience Have You Had as a Project Manager? Ask about working with Project Plans, Budget, Status Calls, Status Reports.
*
What Documentation Experience Have You Had? Check All That Apply.
*
Requirements
Design
Testing
Deployment
Training
Other
None
Notes on Documentation Experience.
*
Do you have experience with file formats such as bank reporting, payments or anything else?
*
Which business areas do you have experience?
*
Cash management/forecasting
Risk management
Liquidity management
Notes on business area expertise.
*
Financial Instruments
Investments
*
ABS
MBS
Corporate bonds
Municipal securities
Money market instruments
Debt
*
Bonds
Commercial paper
Derivatives
*
Commodity
Credit
Equity
Foreign exchange
Interest rate
Funding
*
Credit facilities
Corporate debt
Intercompany loans
Payment Experience?
*
Connectivity Experience?
*
Other?
*
Notes on Financial Instrument Experience
*
Accounting Experience
*
Cash
Deal (including re-valuations)
Hedge IFRS
Hedge FASB
Notes on Accounting Experience.
*
Describe technical experience with data querying or custom report writing.
*
What is your consulting or project experience?
*
How much client-facing time?
*
Typical project team size?
*
Most challenging project?
*
Any experience with payments projects, RFP, IHB, SWIFT?
*
Any experience with other financial systems (especially those that would integrate with a TMS)?
*
Are you open to learning new systems?
*
What aspects of your current job do you enjoy?
*
List Strengths and Weaknesses
*
Recommendation on Next Steps
*
Speak with Chad
Have another person technically interview?
Have Kerry speak with again, had some concern on cultural fit or something they said
Anything else you would like to share?
*
Submit
Home
Areas of Expertise ▼
Market Trends
Infusion Programs ▼
>
Culture Infusion
Gratitude Infusion
In the News
Interactive Sessions
Testimonials
Capital Markets ▼
>
Risk Management Oversight
Mortgage & Fixed Income
Treasury
Collateral Management
>
Operations
Regulatory
Services ▼
Business Process
Finance Transformation
M&FI Services ▼
>
Data Management
Digital Mortgage
Integrated Mortgage Disclosure
MERS
MISMO®
MISMO® Authorized Assessor
Reporting & Analytics
Software Implementation
Treasury Services ▼
>
Bank Rationalization
Bank Relationship Management Service
Cash Forecasting
Digital Treasury
Management Reporting and KPIs
Treasury Assessment
Treasury Policies Review
Valuation
Vendor Selection
Products
About Us ▼
Webinars
Testimonials
Twitter Feed
Contact Us
Podcast
Careers
Client Satisfaction
Employee Portal ▼
Consulting Basics
Success at Actualize
Client Outreach Request
Project Set-Up
Internal Info ▼
>
Newsletter
Time and Expense Reporting Video Guides
Internal Systems Video Guides
Internal System Tips