How to Prepare for Informational Interview over Lunch

informational interview over lunchLet’s say you met a Big 4 senior manager at a networking event, and through persistent follow ups, you are finally invited to have lunch with her near the office.

You really want to turn this into an opportunity at the firm. How do you make the best use of it?

Informational Interview over Lunch

1. Identify Common Topic(s) in Advance

First, this is a lunch. I bet the senior manager wouldn’t want to talk about accounting principals and latest changes in GAAP. You can let her choose a topic, but it’s better if you can initiate a conversation.

During the follow ups, you should have done something right to lead to this lunch. Most likely you two have something in common — Did you come from the same town? Do you have common friends, favorite movies, kids, dogs, etc. These are all great places to start the conversation.

2. Be Likeable

You never know the true purpose and outcome of this meet up. It could simply be a nice gesture on her part, or this could be an informal first interview.

In any case, present yourself as a likeable person. Everyone wants to hire cheerful, easy going and positive people as colleagues. Also, as a client-oriented business, the Big 4 looks for candidates who can carry a good conversation with clients.

The last thing you want to do is getting too nervous. It looks awkward, and gives a bad impression that you are thinking way ahead of yourself.

3. Be Prepared to Talk about Your Career Goals

Assuming she is older than you, it’s pretty normal for her to ask about your career aspiration. Be prepared to say something for medium to long term. You should definitely express your desire to work in her firm. For Big 4, the standard would be the training, exposure and prestige. You can also talk about the desire to continue your career in audi, tax or whatever you are doing right now.

4. Ask for Advice

A good way to take pressure off your shoulder is to turn the table and ask for her advice. After expressing your interest in the firm, ask for general advice of getting into the firm as an experienced hire (assuming you are one), or any specific tips you would like to get for your own situation. You can also ask for her experience and how she came to be successful. A subtle flattery is fine.

5. Offer Help

You can end the lunch by offering help. It could be anything e.g. helping her to follow up on the vet you mentioned earlier. The main purpose is to create a reason to contact her at a later date, and at the same time leave a great impression as a helpful and likeable person.

What Do You Think?

What are your suggestions? Please share your thoughts in the comment section below.

About the Author Stephanie

I am the author of How to Pass The CPA Exam (published by Wiley), and I also passed all 4 sections of the CPA Exam on my first try. Additionally, I have led webinars, such as for the Institute of Management Accountants, authored featured articles on websites like Going Concern and AccountingWeb, and I'm also the CFO for the charity New Sight. Finally, I have created other accounting certification websites to help mentor non-CPA candidates. I have already mentored thousands of CPA, CMA, CIA, EA, and CFA candidates, and I can help you too!

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To the Administrator!
Just a moment

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Victor Tapp

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