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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
Corporate SWIFT Services
Digital Treasury
Management Reporting and KPIs
Payments Strategy Assessment
Supply Chain Finance Program
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