Question

I am a doctorate student (Educational Leadership) taking a course in School Finance.

Please give me questions that I can ask in an interview with a CFO/Treasurer of a school or university finance officer.

Thanks.

Answer 1

1.
Most challenging part of budgeting

2.
Key to Successful Budget

3.
How to determine which information is relevant

4.
How do you make investments and what is your view of the market?

5.
How do you ensure that the company is compliant with the laws, regulations & standards applicable to your responsibility

6.
When your ethics were tested?

7.
long-range objectives

8.
kind of reports prepared or directed preparation

9.
Last tax return filed and prepared

10.
Most difficult step to deal with during budget development process

11.
What happens if actual is very very different from budget. How do you fund the shortfall or invest the surplus?

12.
Once approved, Role of management in oversight of expenditures

13.
People involved in oversight to large extent and specific responsibilities

14.
Problem which is the most concerning in process of management or devleopment of budget

15.
Steps of final approval of the budget

16.
Most difficult or time-consuming activity in management of budget

17.
Process of developing the budget. Steps. When does it begin