Pivot to Finance

Hi! Looking for a referral for an F&PA role. I am a senior tax accountant. Thanks in advance!

Looking for some advice: I am 25 and attained my Masters in Managerial Finance last year. Ive been working consistently since 14 and have spent the last 4-5 years in management positions in the hospit… more

Is Investment Banking worth it? The long hours, the culture? I’ve seen some say when you break down the salary per hour worked it’s definitely not worth it.

Any insight?

Hi guys, I recently told my boss I'd like to wash my hands off a non-regulatory-compliant project. She agreed but later threatened my promotion if I didn't get my analyst to continue servicing this project.

more

Is it too late to change in my late 30s? I worked in finance for 2-3 years a decade ago before pivoting to entertainment. Now want to change back (portfolio management or IB) and am enrolled on CFA 1.… more

Hi All! I'm requesting career advice and referrals . My background includes an MBA, an engineering degree, and a diploma in financial mathematics.

I'm aiming to enter the investment management industry. Wh… more

Can anyone help me get job at KeyBank? I have a lifetime of customer service and sales experience and bachelors degree. I can't figure out why I can't get even entry level teller or personal b… more

15 YOE in infrastructure consulting - mostly strategy and techno-economics across energy, transportation, EVs, CCUS, hydrogen etc.

What kind of roles are out there if I want to bring my experience to … more

Anyone here pivot from non profit accounting to like fp&a or a financial analyst role?

I'm looking to get into the finance world. I don't have a degree or any relevant experience in finance, but I've been trying to learn during my free time. I work full-time and am married w… more

Can anyone explain the case against Apollo Global Management, how they are protecting themselves under shell entities.

Is it possible to pivot with a MSc in Finance or is an MBA the only way?

I’m currently in HR, based in Boston and have 8 years of experience. I’ve started a CFP course and would like to pivot into private banking. I’m drawn to building relationships and then coaching and g… more

I'm currently a Student Success Manager with over 5 years of experience at Purdue Global. I also have professional experience in Real Estate and Retail Banking.

I have an bachelor's degree from FIU and an MBA from Pu… more

Currently a senior fiscal policy advisor/
analyst working heavily on municipal
finance specifically revenue strategy
for city credits ie(airport, sewers, multi
family housing, tax increment
financing).Basically my role is
managing the city's revenue,… more

Have an evening to prep for first round for corp dev at tech company. No previous experience with M&A and DCF analysis. Strategy consulting background. What are the must knows?

For any Indians here - Hey I work as a business consultant, looking to pivot into finance. I want to become a SEBI registered investment advisor. Need to pass two exams. How hard will this pivot be? Any ti… more

As you can see I'm a real estate broker.. residential... In a HCOL city. I'm trying to find an "easy" in to finance that pays well. I'd describe myself as a generalist. I thrive in strategic thinking an… more

I'm looking to connect with Quantitative /Finance professionals

1) Any advice on honing specific skills and projects for entering Quantitative Investment Management roles would be greatly appreciated

2) Also, which firms and entry-le… more

Pívot to Finance as a Financial Professional 3rd post: One of the fundamental principles that drew me to insurance based products is risk pooling. By spreading the risk across a large group of polic… more

Hey everyone,
I’m a recent graduate and currently work in insurance — looking to move into banking. I’ve been practicing financial modeling, studying interview guides, and trying to network but that’s … more

This question is specifically for corporate accounting transitioning to FP&A role. I’m currently a Senior Accountant with over 8YOE. I’ve been wanting to transition over to the FP&A side since… more

Pívot to Finance as. Financial Professional, Day 2:
Understanding the importance of insurance begins with recognizing its role in mitigating financial risks. Whether it is protecting your home, health… more

Pívot to Financial Professional underway! Started last year. Posting here helps, as I just want to share what I have learned: I am licensed , Life, Health and Accident, in over 30 states. Most of … more

Anyone happen to know the salary range for Credit Card Collections Specialist I at JPMC? I live in FL, thanks for any assistance

Would someone in the Tampa office be willing to connect? More specifically in an analytics practice, like credit risk. Thank you!

Technical writer here with 4 years of experience in the financial sector. Anyone hiring?

Is anyone looking to hire any graduates from Indiana University Kelley school of business?

Hi all,

I'm a Senior Data Analyst working in a large marketing agency, campaign reports & marketing strategy are my bread and butter, but I've been toying with the idea of pivoting to a financial analy… more

Interested in pivoting into analytics within finance.

I'm currently a data analyst at an ad-tech company and I'm really not that interested in advertising. A lot of jobs I see highly value not … more

Shot in the dark question:

I have project manager currently in the job market. I am based in Houston. I do not have a professional finance background (but I plan to take the Buy Side course from Wall Street Prep)… more

Hi all! I’m currently 1.5 years into a staff accountant position. I’ve loved the opportunity and have learned so much, I just don’t know if I see myself in accounting long term. The long hours leave m… more

Got a networking call with a PE Partner I met through my therapist on Friday 😂
Anybody got any tips on making a good impression?

I'm middle aged and feeling kind of anchorless. I've typically worked for very small companies (50 or less) and done microproject work for the last 4 years. Frankly, there's not enough money and it pu… more

Anyone have suggestions for finance learning resources tailored for non-finance executives to support PE Ops work?

WWYD

I’m a legal assistant with an opportunity to potentially take a role as a Trust Coordinator at a big private equity/wealth management law firm.
There’s growth potential to Trust Advisor and to get financial c… more

Any advice for someone who may be interested in transitioning from advertising to finance? I know it’s a major leap.

Hi. I’m a business analyst in the insurance domain with about 6 years work ex. I’ve seen a lot of people hopping between insurance and banking, and wondering if I should look into the banking domain t… more