← FinQuery
FinQuery role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that manages lease accounting and vendor contracts in one place for finance teams.
Who you'd be calling
Controllers, accounting managers and CFOs at mid-sized companies with many leases or vendor contracts.
Your opener
“Hi [Name], this is [You] from FinQuery. I know I'm calling out of the blue. Do you have a minute? I work with finance teams on lease accounting and contract tracking, and wanted to ask how you manage that today.”
Problems you solve for them
- Lease accounting rules (ASC 842) are complex and tracked in spreadsheets
- Contracts are scattered, so costs and renewals get missed
- Audits take a lot of manual work
- Finance teams lack visibility into big spending categories
Discovery questions to ask
- How do you track leases and meet lease accounting rules today?
- How are vendor contracts stored, and who watches renewals?
- How much time does audit prep take for leases?
Objections they'll throw at you
“I'm busy right now.”
→ Understood, I'll be quick. Would later this week be better for a short chat?
“We're not interested.”
→ No worries. Is lease tracking running smoothly already, or is it just not a priority now?
“We already use a spreadsheet or another system.”
→ That works for a lot of teams at first. How much time does it take at month end or audit time?
“Just send me an email.”
→ Happy to. Who else on your team deals with leases or contracts so I can include them? And could we book 15 minutes after you've had a look?
Competitors worth knowing
LeaseAccelerator, Visual Lease
Interview tips for this company
- Learn what a lease is in accounting terms and that ASC 842 is the US rule that requires tracking them.
- Be ready to talk about both leases and vendor contracts, since the 'single platform' idea is the pitch.
Written from public information about FinQuery to help you practice. Ask an insider what their role play looked like; it's the best prep there is.