Finance Discussions
Benefits

Need your opinions. Wife is currently 14 weeks pregnant and I’m expecting a job offer in the next week or so. Do I sign and accept an offer and then tell them about needing to take paternity leave once I begin or do I discuss this before I accept? Not wanting to start off on the wrong foot but don’t want to risk any potential offer

Health Tech Company urgently hiring for a Senior Accountant, Revenue position! Great WLB, unlimited PTO, FULLY REMOTE, 100% employer-sponsored
medical coverage and 401 k matching. Nomad Health is the first digital marketplace for healthcare jobs, efficiently connecting quality clinicians with
rewarding career opportunities. Here is the
referral link for the position: https://

I have a 401k from my previous employer. With my new employer I started a Roth 401k. My question is what would be the best thing to do with the old 401k? Leave it where it is? Should I move it to an IRA or join it with my new Roth 401k?

Hi! I am interested to know more about Paylocity culture, job security, life/work balance, career advancement opportunities, benefits and pay. I’m having a interview soon but I’m reading mixed experiences between Glassdoor and indeed. I’m interviewing for implementation consultant.

Can someone share experience with Citibank benefits, PTO, medical and 401k and retirement

Does anyone work for Envestnet? Curious to hear what the cultures like and about benefits (HSA, match, company RSP, bonuses).

Any financial planners that can provide some insights/advice? My wife and I (upper 20s) have a 1.5 year old. We currently have $100k in HYSAs, an additional $70k in increment accounts, $150k in retirement accounts. I’ve maxed 401k, Roth, spousal IRA. $100k should give us 2 years worth of living expense if anything negative happened between food and mortgage. Should I stop adding money to the bank and just grow our investment accounts?

Which would you choose and why?
1) FP&A at a bank
2) Portfolio Analytics at PE

I personally want to move towards FP&A bc I think it’s more interesting & transferable. But the benefits + pay is so much better at the PE firm. I think I will be happier working at the PE firm, but I think FP&A is more transferable if I were to leave (feel free to correct me if I’m wrong).

When you hear “total comp” what comes to mind?

Base, bonus, stock, 401k, etc
Or just Base+bonus?

Can anyone refer me to a Sr. Finance Analyst/FP&A role in the NYC area? I’ve taken a financial modeling class (3 Statement Modeling, DCF, Stock Valuation, Dynamic Model (Best case, base case, worst case), Sensitivity Analysis), Advanced Excel (Index/Match, pivot table, Vlookup) Googles Data Analytics Course (SQL, Tableau) Career Exp: 3 yrs Audit Senior Mid size niche, 2 yrs Big 4 Fed Tax, 1.5 yrs Internal Audit in Healthcare, I am currently self employed doing Investing/Trading 1.5 yrs.

I'm a healthcare consultant with what I would consider a soft pivot opportunity into Corp Finance (FP&A, SaaS Go2Market Strategy analysis) since I don't do PNL or budgeting in my current role.

What's a decent salary for financial analyst at a MedTech company with 2YOE & only undergrad?

I have a Fidelity account from my 401k from my old job. I have now switched firms and don’t know what do to with that money. I’m a novice at investing so all help is needed. Also fidelity is a restricted account at my firm so I would have to move it else where. Thanks

Thoughts on Allianz investment management? See people stay at Allianz for a long time, hear good things about the culture and promoting within.. not to mention the benefits look great too.

Anyone have stuff to add? Do they have fair compensation with their better than average benefits?

Can anyone refer me to a Sr. or Finance Analyst/FP&A role in the NYC area? I’ve taken a financial modeling class (3 Statement Modeling, DCF, Stock Valuation, Dynamic Model (Best case, base case, worst case), WACC, NPV, Sensitivity Analysis), Advanced Excel (Index/Match, pivot table, Vlookup) Googles Data Analytics Course (SQL, Tableau, R). Exp: 3 yrs Audit Senior Mid size niche, 2 yrs Big 4 Fed Tax, 1.5 yrs Internal Audit Healthcare, 1.5 yrs Investing/Trading currently self employed.

Anyone have thoughts on AIM Allianz? I know benefits are great, what does comp look like for sr portfolio positions? How does it compare to Allianz Global Investors?

I just received offers from both United Health Group as well as Atlassian for Senior Financial Analyst roles. I'm currently work for another Healthcare company as a SFA. With compensation being similar (Atlassian higher due to some stock options), do you think having Atlassian on your resume/work experience helps down the road in your career if I were to make a company change.

36, and haven’t contributed much to my 401k. I have putting money in my savings account rather than my 401k account, but isn’t that all the same?

Hi All,

Feeling particularly burnt out in my current role (senior, fund accounting) and looking to make a career change. I’m lined up for a promotion to AM in April but I know that my WLB will be even worse when that happens. I’ve been looking at financial/investment analysis roles in other companies but haven’t had a ton of luck yet. Can anyone help me out with a referral, or just recommend potential companies to look into? Ideally looking for pay at 90k+ with solid benefits. TIA

Hello fish friends, I am starting over and I am looking for some financial/investing advice*.

Living in DC area, no kids, married, town house, no mortgages, no loans, no legacies.
I would like to know where to start, how to start,is a financial advisor a good option?
What opportunities do I have when I think for the next 15 years. I am not interested in 401k per se as I want the freedom of having access to the money/assets before 60. Any fast track opportunities? 😃

What’s it like to work at the PIMCO Newport Beach office? Anything about the culture, leadership, benefits, and experiences that anyone can share and give insight on? I’ve heard a lot of mixed reviews about it (mostly negative)

Anyone work for United Health Group/Optum? I'm expecting an offer (finance) next week and would love some insight into your experience (Pay, Benefits, Culture etc)

Any opinions on Bank of China (NYC)? Good place to work? Good benefits/compensation?

Looking for referrals to Finance Analyst or FP&A positions in NYC area or remote. I have a year gap right now due to family/health but have done 2 years Big 4 Fed Corp Tax, 3 years Audit Senior at a niche firm w/ international offices, 1.5 years in Internal Audit $22B healthcare. Finished up my Financial Modeling Course (Career Principles - 3 Statement Modeling- Forecasting/Index/Match, Offset for Dynamic Modeling Scenario (Excel functions), DCF modeling Next learning SQL or Tableau/Power BI.

Does anyone know how to explain a 1 year 4 month employment gap on a resume? Took time off for health/family reasons and I keep getting auto rejected by the ATS. Sent out 100 applications, only 1 interview. Applying for financial analyst roles, 2 years corp tax Big 4, 3 years audit senior at smaller niche mid sized firm w/ an international office 1.5 years Internal Audit $22B healthcare Company in that order.

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.

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.

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

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!

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

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?