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What are everyone’s thoughts on IULs? I (24) met with an advisor and he pitched the product so I did my own research and I’m seeing a lot of mixed reviews. I have a mortgage so I think life insurance is necessary. I’ve maxed my Roth contribution and, in a year, I will have a 401K with an employer match. My husband (25) has been investing since he was 18 so we have some basic stocks as well. Looking into IUL but I want to be educated. If you suggest another life insurance option, please share.

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Really feeling lost in my career. I’ve done Public Accounting (3years- two small reg firm) Audit Senior, 6 months in Revenue Accounting, 2.25 years Big 4 Corp Tax, 1.5 years Internal Audit Healthcare. 1 year employment gap to deal with burnout/health issues and made $ off crypto. Unemployed since May 2021. I’m much healthier now and did tons of biking (can bike like 4-8 hrs a day). I love strategy, investing, analysis, learning data viz/coding.

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How do I break into a Financial analyst role? I have a pretty diverse background. Resume: (13 months) audit associate small regional accounting firm not top 10 (10-20 partners) (25 months) Corp Tax Associate Big 4. (No CPA got PIPd) (6 months) Revenue Accountant Audit Senior not top 10 small regional accounting firm (roughly 10 partners) 2 busy seasons- (24 months), Internal Audit Healthcare (17 months- last May 2021) Left after burntout/bored by IA and health issues also made decent $in crypto

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I went through two rounds of interviews for
a job that the posting stated $36.66 per
hour (FP&A Analyst)…the company
recruiter had told me in the initial call the
pay could be 32-36 because of the other
benefits. If I do get a job offer what range
should I try for? I was really hoping to get
around the 36-40 but now I feel like they
may try to offer lower than what was
posted. Also there was no range but the
average for this position is upper 70s-90k.
Thanks for any help!

likesmart

Silicon Valley Bank fishes, what are the benefits like over at SVB? Do you get a corporate cell phone and credit card, well-being subsidy, etc.? Just trying to get a sense of the extras outside of typical medical/vision/dental SVB SVB Leerink

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Anyone familiar with Samsung Asset Management (ex. Culture, wlb, benefits etc)? Headhunter reached out to me about a role and comp they offered was very below market. Told them this and they’ve reached out again saying they can match my comp expectations now. But now I’m wondering if them not initially knowing the market rate is a red flag

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Burnt out Senior FPA Analyst with 6yrs working in finance as a whole. Looking to make a transition into remote work in Operations, Compensation/Benefits, Strategy, Management - something more people oriented while being able to help improve business inefficiencies. Can anyone help me out?

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Currently working as a Financial Analyst in Healthcare (3 YOE FP&A, 6 YOE overall finance/ops) performing financial modeling, reporting, and heavy data manipulation. Looking to pivot towards a less data/analytic heavy role in Operations, Strategy, or Finance. Any recommendations or referrals?

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If any experienced professionals (over 1 year of work experience) are looking to make the jump to EY, DM me and I will refer you. Great starting pay, yearly bonus, good benefits, and pretty good work life balance (at least in my situation). The firm is hiring for many roles across all service lines so now is a great time to put your hat in the ring!

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I'm currently working in a leadership program at a pharmaceutical company. YOE 6, MBA, CFA. TC 190k+. Currently doing FP&A and have the chance to switch to Controllership/Treasury. I wonder if working in pharma would lower my chance of getting a Corporate Finance job in Tech. There seems to be a lot of opportunities in Strategic Finance/FP&A at Tech companies that offer really good benefits.
What skills/experience should I build up for better opportunities in Tech later down the road?

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Benefits of moving from a large BB firm to a small broker dealer? (office size less than 50). Any major negatives?

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Did several rounds of interviews for a financial analyst role with a cybersecurity company. They went with another candidate, who then backed out of the process so they offered the role. The recruiter asked “what is your magic number?” And shyly, I told her between 75k -82k. She responded with an “okayyyyy..... 🤔🤔” then said that she could get me up to 85k. I’m kind of regretting not asking for more now that I’m seeing the expense of the benefits. Kind of want upwards of 95k. Too late?

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I have accepted an offer.

My “future boss” will go on paternity leave within 30 days of me joining the new company.

How can I make it easier for myself and worthwhile for my boss to trust me while he is gone?

Any tips will be highly appreciated.

Past tc 190
New Tc 273
Non tech
10 yoe ( not all in finance)
New York

I’m a Registered Client Service Associate (not senior as my title suggests. Not sure why it changed from just registered CSA) at Morgan Stanley. I have been here about 8 months. I have my 7, 66 and life and health insurance licenses. I make 70k currently. Just wondering if I’m being paid fairly. NYC. note I do get paid separately from the advisors I cover but I want to make sure MS is compensating me fairly.

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If you leave your employer do you have to payback your 401k loan to your 401k provider

likesmart

What brokerage firm do you work for and what are the pros and cons?
What is the average yearly raise and bonus?
How are the benefits such as Healthcare, 401k and days off?
Do you work remotely?
I'll start
BNY /Pershing
Depending on your review the raise will be 0 to 5%, the average is 2%
Bonus again depending on your yeay review can be from 0 to 16% average maybe 10
There are several choices for Healthcare something for everyone and you pay based on your salary
401K is matched upto 6%

I have an interview with Met Life coming up soon. Can anyone tell me about the interviewing process, company, benefits, and culture…

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I am preparing to finish a 2.5 year rotational development program at a Healthcare Tech company. 3/5 of my rotations were within Finance and my undergraduate degree is also finance. I am also starting my MBA program.

What is the salary range I should be asking for an Internal Audit role and FP&A role?

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Finance Director at mid-tier PE and Commercial RE firm in a small, LCOL market. Base comp is $115k, decent annual bonus but very bare benefits including zero flex/wfh allowed, no retirement, 3 weeks pto. Very relationship driven business and I’ve proved my worth. WLB is good but culture is bad and stress is through the roof as a result of ownership’s direct involvement in the business. I would like to look for other opportunities but feel I’m stuck because I live in a small job market area.

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Contractor converting to permanent very soon at JPM Chase. Can anybody confirm what the benefits look like for time off and also, what time of year and how nice are the bonuses? Coming in as a VP… contract I’m making 120, but was told there would be a pay bump on conversion since they no longer have to pay the 150% or whatever it is to give the contract company their piece. I haven’t seen the comp offer yet, coming soon. I just want to start planning for budget, vacations, etc.

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Got an offer from a company with OK benefits. I am also in the interview process for another company with much better benefits, work culture, work-life balance and possibility 5-10k more pay. Should I wait it out to see how it goes or take the offer?

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Does anyone know if you’re eligible for maternity benefits Day 1 with US Bank? Benefits documentation doesn’t explicitly say and I’m a bit nervous to ask the talent team. US Bank

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How do I know my take home pay in NYC assuming zero 401K cont and no medical insurance and married filing jointly. I beleive it should be around 70 percent.

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Looking for opinions. I’m an IW with 2 yrs experience working from home at a Fortune 500 company w/ excellent benefits, target salary 75k. I was previously offered a job at another company where the 75k salary was guaranteed for the first year. Most people make much more than this once their comp fully ramps up, but, I would have to work in the office. I declined the offer, but now the CEO wants to meet with me several months later. Would I be crazy if I asked for 100k guaranteed salary?

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Hello,
I’m currently trying to increase our Rx drug benefits. I have a in the process of getting meeting with a VP of HR If anyone works at a major data/credit bureau I.e. experian and can give me the low down on medical (specifically drug benefits) I’d appreciate it.

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I’m a FA at a Healthcare firm and I really want something more interactive or client facing. I love finance and business but I want to deal with people and not stare at a computer screen all day. What are some roles I should look at for my next step and still be able to climb the corporate ladder and make more money.

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I need your advice.. kind of a shit situation. Headed for divorce and can’t afford everything on my own. I thought abt pulling $60k from 401k to pay for everything (bills, etc) so I can afford rent and living on my own.. question is would let your credit go or save it and take a hit from a 401k draw? Thanks all!

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Hi All, I’m moving into a Corporate Development & Strategy role at the analyst level (fintech focused) I wanted to get some transparency on how much I should be asking them for comp (please let me know base and bonus)

My past experiences is I was a investments banking inter at Citigroup on the M&A team and was a Private Equity Summer Analyst at a healthcare focused fund. For the past year after i graduated I’ve been working in a rotational program that’s focused on institutional sales.

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I am a CPA with 5 yoe (3yr big4 audit, 2yr industry). I’ve been having some doubts about my current role (concerned about growth and room for advancement). However, the job is firmly 9-5 and has great benefits. I currently make $150k all-in (NYC) and people on my team seem to be promoted every 2 years (bump in title and pay but not necessarily a change in their responsibilities). Am I underpaid? Should I be hustling for more growth? Thanks in advance.

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Is there a trick to getting into a finance role with Google? What are the benefits like? Vacation, sick?

Google has always been a dream company of mine and I recently did a phone interview with them where they noted that their financial analyst role would be less than $100k (around what I’m getting), but it’s because they compensate in other ways. This was a bit of a surprise since glassdoor said 100k+. But I would still like to get in and be a part of their team.

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I am looking to possibly make a career change in January. My second son is due soon and after my paternity leave, I would like to move to a more flexible role. I currently am in project management and am a SharePoint admin/builder. I would like a role that allows flexibility to work random and off hours as needed to be able to work around my wife's schedule so we can always have a presence with our boys. Anyone have insight to such roles?

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I am beginning the process for a business data analyst position at RedHat. Any insights? Role will be closely related to SQL and Tableau. We have already briefly discussed salary and are OK with range and the benefits are profoundly better than what I’m used to. Would love to hear more about the hiring process so I feel more comfortable going into the interview- seems like a really good fit even though I don’t have 100% of the skills on their “most desired” list. Thank you.

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What’s the 401K matching vesting period at Citi? Is it 1 year or 3 years? The recruiter told me 1 year, but after looking at the benefits handbook, it looks like it’s 3 years.

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Does anyone here do contract based work in addition to their primary finance role? If so, how much of a premium do you ask for in your hourly rate?

Note: I assume a premium is warranted given second employer/contractor won't have to pay benefits.

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Thoughts on job offer for Senior Financial Analyst, private equity, pre IPO tech company in central London? Likely to IPO soonish. 73K GBP base salary, 4% employer pension contribution, ~120k USD worth of RSUs vesting over 4 years (note tech industry is going through a bad spell and that the RSUs are probably worth less right now)?

I have about 3 years of FP&A experience and 3 years Reporting & data tools (ETL cubes, bit of SQL..) experience for American corporates.

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I’m too early in my career to be coasting in a job with limited development. And I’m not even making above 70k. Benefits are great but I’m reaching a point where I realize I have to leave the position (and company) to really grow. I don’t like this. Should I just start taking certifications and stuff?

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What is the average pay for a senior financial analyst. 5yrs Healthcare analyst experience. 11 yrs of various other positions.

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Deloitte peeps. Do you guys do actuals or per diem?

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I’ve been switching between freelance and staff for 10 years. During that time, salaries have gone down, but freelance has gone up. With NYC laws now requiring healthcare, prompt payment, and (cont)

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Curious what matters:

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I am excited for almost double what I am making now but am afraid of the negatives: Have to start all over in terms of connections, benefits may not be as great (phone was paid by company), lots of expectations and responsibilities that I am afraid I am not capable of handling.

Positives are obv pay, location, projects

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I received a verbal offer for a senior consultant position with Deloitte’s Risk and Financial Advisory for GPS but was also told that the position would be tied to a USDC. I am based in the DC area and was told that I could be hired to a delivery center during the interview process since they are remote. Is anyone else in a similar situation? Would I receive Deloitte advisory benefits or the USDC benefits?

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KPMG MDs: A few q for you: 1) What was your %raise when promoted from D. or Sr. D. to MD? 2) What special retirement benefits (pension/401k contributions changes) do MDs get vs. Director? 3) Is there a post-retirement health care benefit?

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better in terms of pay, benefits... D or Pedubs? tech consulting/implementation. M3

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Alvarez & Marsal What is the maternity leave policy (weeks, service length to qualify, etc) and what are the fertility benefits in North America?

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Thie bowl is created to listen and uplift other, Judgmental and negative comments against any gender will be kicked out from the group..

You age, sex, marriage status, family doesn't matter here...its all about sharing your negative or positive experiences of life and get the positive comments from friends around you...

You can look for friends, partner and whatever you want here... But your post should not be debatable...


MENTAl HEALTH IS VERY IMP FROM FRESHER TO LEADERSHIP PEEPS..

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