Complete Skills Test Library for:

Financial Services

Our financial services skills test library helps hiring managers understand a candidate’s knowledge of the principals and terminology commonly found in the business services sector.

HighMatch Financial Services Skills Test Library

HighMatch’s Services team made up of industrial & organizational psychologists have identified a number of relevant role-based skill tests for candidates in education positions on prior experience with clients in the space.

  • Accounting Terminology – Advanced: This test assesses accounting terminology for individuals that are quite familiar with accounting and have worked with client data for at least two years. It is not applicable to individuals who are not familiar with the process of producing a financial statement
  • Accounting Terminology – Basic: This test assesses a person’s knowledge of accounting terminology and is for individuals who are familiar with accounting and have worked with client data for at least a year. It is not applicable to individuals who are not familiar with the process of producing a financial statement
  • Accounts Payable: This test assesses the knowledge of an accounts payable clerk or an office associate that has a subsidiary duty in the processing of Accounts Payable
  • Accounts Receivable: This test is designed for an Accounts Receivable Clerk Position. Topics include A/R Principles, Credit to Customer, Invoice/Billing Concepts, Journal Entries, Cash Flow, Applying Payments, and Collections. This includes the processing of invoices, purchase orders, and checks. This test primarily focuses on the basic accounting concepts used in the processing of Accounts Payable
  • Advanced Accounting: This test is designed to screen applicants of approximately three to five years experience in accounting. It covers the areas of Accounts Payable, Accounts Receivable, Payroll, General Ledger, Financial Analysis, Cost Accounting, and Auditing
  • Bookkeeping: This test assesses a person’s knowledge of day-to-day transactions that a bookkeeper will come across. It covers a range of topics, such as debits and credits, business transactions, and basic accounting knowledge
  • Cash Handling: This test is designed to access a person’s ability to recognize the various bills and coins of U.S. currency, to add and subtract using bills and coins, and to accurately make change. The assessment presents questions that focus primarily on using the least amount of bills and coins to make certain amounts, working with images depicting actually currency, and simple addition and subtraction. This assessment is appropriate for cashiers, retail associates, and bank tellers that frequently handle U.S. currency
  • Financial Math: The Financial Math test covers a variety of topics such as interest, ratios, banking, and basic arithmetic. This test is appropriate to administer to those who will be required to perform financial math on the job
  • General Accounting: This assessment is designed to thoroughly test a person’s level of knowledge of Accounting principles, concepts, and terminology. It’s aimed at basic office accounting personnel with 1 to 2 years experience, new accounting graduates, and financial accounting personnel
  • General Ledger Knowledge: This test determines the knowledge level of a candidate seeking employment in the field of accounting. The questions on this test range in difficulty from basic, which a candidate with as little as one year’s experience should be able to answer, to questions which are more challenging and will probably only be answered correctly by those candidates with more experience or those who are seeking professional qualifications in accounting
  • Payroll: This test, for payroll specialists, is aimed at testing people with one or two years experience in payroll knowledge. The test aims at determining whether a person knows the principles of payroll such as wages calculation, the different pay periods, payroll deductions, including Statutory and Voluntary deductions, different methods of payments, tax depositing and how and when to file the reports including year end reporting

Don’t see a specific skill? Connect with a Skills Product Specialist to discuss your needs.

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HighMatch Foundational Skills Tests

Certain skills are foundational to specific discipline, in that someone applying for a role needs to have some level of expertise in these skills as a baseline to even be considered qualified as a candidate. In education roles, these foundational skills include:

  • Basic Computer Literacy: This simulation measures knowledge of general computer terminology, processes, and applications and the ability to perform certain operations. This simulation consists of both multiple choice and simulation-based questions, and includes the following topics: Application Software, Computer Terms, Internet and Email, Managing Files, Operating System, and Parts of the Computer
  • Business Etiquette: This test assesses the manners and behaviors required in the workplace. Topics covered include Client Etiquette, Effective Communication, Professional Appearance, Social Communication, Phone Etiquette, Office Ethics, and Professional Correspondence. It’s appropriate for any applicant, from entry level to executive level, that is required to know appropriate business behaviors
  • Microsoft Excel: Fast, mobile assessment that tests a candidate’s knowledge of the domains measured by the Microsoft MO-200 Excel 365/2019 Certification
  • Microsoft PowerPoint: Fast, mobile test that tests a candidate’s knowledge of the domains measured by the Microsoft MO-300 Powerpoint 365/2019 Certification
  • Microsoft Word: Fast, mobile test that tests a candidate’s knowledge of the domains measured by the Microsoft MO-100 Word 365/2019 Certification
  • Office Grammar and Spelling: This test measures a person’s knowledge of spelling, sentence structure, punctuation, and word usage.
  • Office Math: This test measures a person’s ability to complete basic arithmetic and business word problems. 
  • Typing: This test is designed to measure the speed and accuracy of a person’s typing
  • Office Phone Etiquette: This test measures general use of the phone for most organizations. The focus of this assessment is on evaluating a person’s communication skills along with their ability to recognize proper phone etiquette and the best way to handle calls

Don’t see a specific skill? Connect with a Skills Product Specialist to discuss your needs.

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Customizable MS Office Testing

HighMatch’s suite of Microsoft Office skills tests are fully ADA / WCAG-2 compliant for accessibility and accommodation, is fully customizable and built from the ground up for mobile.

They feature SMS invitations and reminders, a mobile-optimized candidate experience and the ability to customize the questions, scoring and reporting to your specific needs.

Tests include:

These tests were written by expert technical writers with 20+ years of experience, including developing content directly for Microsoft, and have been rigorously tested by our in-house team of I/O psychologists with a large group of professional users.

Try a sample MS Office Test

What Makes a Rockstar
Financial Employee?

We have helped a number of our clients identify high-quality service candidates over the last two decades, and, as a result, we’ve developed an in-depth understanding of the personality traits, aptitudes and skills required for success in this role.

Download our
‘Hiring Efficiency’ Fact Sheet

Between posting the job, reviewing resumes, pre-screening candidates and then interviewing them, hiring can quickly become overwhelming, especially when you have other competing responsibilities.

Download our Hiring Efficiency Fact Sheet for additional facts around the true opportunity cost related to hiring, and learn how the right pre-employment assessment can help improve your hiring efficiency and put time back on your schedule by filtering our poor-fit candidates early in the process.


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Whether you are new to recruiting or an experienced hiring manager, our guides have something for you.

HighMatch’s Financial Services Skills Test Library

HighMatch is a modern pre employment assessment platform that identifies top talent, keeps strong candidates in your pipeline, and re-skills current employees.

Choose from either custom or packaged assessment based on the specific needs of your organization, and allow your candidates to benefit from an intuitive, mobile-first platform that works to build a holistic index of their capabilities.

Interested in a Financial Services Skills Test? Connect with a Skills Product Specialist.

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