Does CFA help to get out from tax to a finance position

like
Posting as :
works at
You are currently posting as works at

You’d have a better and easier chance going from audit to finance than from going CFA to finance.

I’m in valutions at a PA firm and there’s a tax associate studying for her CFA our partner was very impressed with. I think if she wanted to move internally he would he happy to help make that happen. CFA charter holders tend to like other charter holders, that’s the biggest benefit of a CFA imo.

Related Posts

I am a career changer on mo 4 of a 6 mo sourcer/researcher contract that I’m not sure will be renewed due to team re-organizing. I have 5 YOE basically in an HR generalist role at a company that didn’t have an official HR function, building systems from the ground up. I also have my SHRM-CP. I am looking for a perm, remote HR generalist or program manager position and getting no traction despite a well-reviewed resume. What do I do? Should I go to grad school?

like

Has anyone taken part of the education reimbursement program? I’ve been here for 4 years and I’m thinking of obtaining my Master’s in Organizational Leadership, but I feel like with this merger, if I started the program and then there are layoffs or too many new hires, or work just becomes overwhelming, I wouldn’t be able to complete my program. I’m already wearing multiple hats when it comes to work. Does anyone have insight on how it works/what it’s like? Thanks in advance!

like

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

like

So I’m going to be switch to SALT from Fed. What can I do to make the transition easier??? Really kind of worried about it

like

Hello, everyone! I'm applying to an LLM program in IP/IT Law in the United States, and I'm looking for work until then. I would forward to any advice you might have for me. Thank you so much.

I am an RN looking to get into the non-surgical cosmetic field (Esthetician). Any advice?

like

I’ve interviewed for several positions AVP and VP roles since October of ‘21 internally with Citi. Didn’t take any of them because it would have been only $8k - $11k salary bumps. For double or even triple the work. So I’m leaving to go from $70k to $235k in September at a competing firm for a VP level role. The moral of the story: hop if you need to. No reason to stick around for low pay and not being compensated fairly by the company that expects “loyalty” from you.

likeupliftinghelpfulsmart

I had recently attended the interview at IQVIA for sql developer position, but when I received the offer letter the designation mentioned there is "Software engineer- technical operations 130'.

Just wanted to know if this is some kind of a production support role.

Can anyone please help me understand this?

TIA !

like

Guys Please Suggest- Is executive MBA programme worth it. I have 7yoe and a family person with one kid. Can’t take a career break.
I am a engineering Graduate from Tier-2 College and currently working as a Lead Business Analyst with ctc 25 LPA. Any suggestions regarding programmes/certifications which would help in my current stage are more than welcome 🙏🙂

like

I’m currently an experienced tax associate. A recruiter from another B4 reached out to seem if I’m interested in a tax position at that firm. Is it okay to to express my interest in advisory? I want to get out of tax

like

Anyone here exit from consulting into HR M&A Role, preferably at tech/fintech? I’d love to connect

like

Hi team!

I joined Accenture in Nov 2020.
Got promoted to App Dev Analyst in Dec 21.

When can I expect SSE promotion now?
How is it decided?
Who decides it
What role does my lead play?
Do I need to have a good visibility in front of AM or only lead is fine?

How can I justify my case in upcoming June cycle?

like

Hello Everyone!!

I've been working in the sales industry from past 1.5 years, but i wanted to change my field.
After some research i decided to get into Cloud Computing. I've done Microsoft Azure course and cleared AZ 104 Certification for Azure Administrator.
But because of my Sales Experience my profile is not getting shortlisted.
Please suggest me what can i do ? And if anyone can help me with the job.
Thanks!

like

I currently work at a medium sized firm and have about two years experience in personal injury litigation. The billable hours and lack of work life balance are really getting to me and I am looking to switch to something else out of litigation, preferably in house. I am also looking to relocate to a different state. How do I go about properly marketing myself to companies that might not take my relocation and minimal experience seriously?

like

wisdom on getting promoted to mid-level at the same agency? I’d hate to leave but I’m coming up on 3 years of (real) experience & my agency is known to have CDs come in as seniors so I’m pessimistic

I don't know if this is a recent change but I’m seeing postings for junior copywriter/community manager roles. Have these roles always been attached or posted at a junior level? Is this merged role worth considering as someone young in the industry with more traditional intern and freelance copy experience.

like

I keep getting recruiters asking to apply for new roles, which is what I thought I wanted because I’m not growing at my agency. But I’m so fatigued I don’t even know if I want to stay in advertising. Have y’all left or took a break to do something different? What did you do?

like

I’m 30, should I consider joining S& Middle East as Senior Associate in attempt to make Manager and leave? Is it too exhausting? Will I burn out before I get there? And how long to Manager?

like

Hi peeps. Need a suggestion , I am about to switch for a change and I have an offer from LTI for PM but my current location is noida. I have been offered in Bangalore but moving there is little tricky with growing kids and family. How long WFH is going to go and how is the growth ladder provided I take this opportunity and switch and wait for things to happen. How much does a project manager travel and how will this role help?. Please help

like

Does anyone else feel stuck in accounting? I want to switch career paths but I feel like I’m already too deep in the profession. I was thinking MBA as a way to transition out but i feel as if accountants are looked down on for applications compared to others

like

More Posts

Does JPMorgan Chase scrutinize internet expenses bill for reimbursement? Like cross checking bill amount and account number with company

like

I grew up poor and was obsessed w financial security. After investing my blood, sweat and tears into my career for years, I’ve decided I don’t care about my career or earnings as long as I have enough to support my family. We are happier than ever making less and saving little. I wasn’t there when my mom was sick and died because I was working and my employer didn’t allow me to be in a mental headspace to be a good person for my family. I can never change that but I can be better going forward.

likeuplifting

Is it true that comp changes at some top consulting firms depending on how well your bschool is ranked?

like

Anyone up for Sxxting.. M here...

Hey all! Need a couple book recs for an upcoming beach trip.

Looking for a great non-fiction, relating to travel or world history (not just one moment in time). Could also be about the marketing world or memoirs of a business leader kinda thing.

Fiction wise I also like fantasy, paranormal, and romance. Some fave book series are the Black Gryphon from Mercedes Lackey, Game of Thrones, and From Jamaica Lane series. Similar books?

like

Hi Guys,
My joining date is on 26th December but I haven't received any mail regarding joining and orientation yet.
When can I expect the same? Any Idea..!!
Please help

like
like

I need an interior designer. My parter and I have good taste but just aren’t creative types that can pull it together. Live in Cobb. Any recs?

Welcome to the FP&A Bowl. I came on this app looking for a place to connect with others working in corporate planning but saw that there was no Bowl for us, so I created it! Hope you’re all doing well

like

Any comparison of M&A in practice vs in-house?

like

New here and as all newbies, I've come to humbly ask for likes to gain the ability to DM. Lol

like

Why are salaries so damn low in London 😭 i should make >60k TC (touch wood) with ~1YOE but I still don’t feel I could rent a decent place in zone 2 on my own :(

like

Welcome everyone! This bowl is intended to inform those working in the banking industry in the US regarding salary ranges and designation levels. Let’s help each other out, and let’s please be kind to one another.

like

Is it bad if I already find myself disliking my job 1 month in? Did anyone feel this way at first and then grow to like what they do?

like

I got offer from IBM in my home location itself, with 18.5LPA fixed for 9 yea in automation testing. Here my manger is confusing me like layoff will after u join in IBM.. but I am in cts as 11.2 only .. but now I got SA promotion with 10 % hike .. and also no retnation for me also not there whether I can choose IBM or stay here .. kindly help guys .

like

Current CTC - 6L. Accenture has offered 10.4 with 60k joining bonus. Designation - Sr Analyst. Is this too low? I have 4 yoe

like

Hello guys,

I'm having total 7+ yoe (5+yrs embedded developer + 2yrs in FuSa automotive) Initially HCL have denied what I've expected for automotive FuSa and they have given an offer of 10LPA with a justification that my relevant experience is less, now I'm holding an offer of 18 LPA and asked HCL for a counter offer for the same position what do you guys think will HCL offer me this much?

TIA

24.5 LPA for a solution architect role in TCS.
Is the ask is high or low for 8+ yoe with javaa, aws

like

After final round at Apisero, how many days until we recieve call for HR discussion?

like

Additional Posts in Accounting Exit Opportunities

Do you write cover letters? I usually write them but it feels like a waste of time.

helpful

CFGI offers anyone recently? Consultant level NYC what did you get offered

like

What is the courtesy of withdrawing an offer you already accepted?

Thoughts on going from a national firm to a smaller one with ~200 employees and $65M in revenue? I’m a first year tax manager and can get a 33% raise by going to this firm.

like

Had an interview yesterday and the interviewer wanted to understand what I did - even 1 month gap between jobs - from 2009 to present 🤪 Not interested in the job anymore tbh

likefunny

Anyone have experience as a cost accountant?

like

There is an opportunity that I’m currently interviewing for that is very interesting to me. I’m interviewing two other places but I’m not responding to LinkedIn emails for other positions. The other positions don’t interest me as much. On one hand I don’t want to waste time prepping for all positions and rather put that time only for the ones that I have going on, on the other hand I feel like what is that falls through. Wondering if I’m making the right choice

like

If anyone is looking for opportunities in NYC - I have an amazing and honest recruiter whom I can connect you with. DM me.

like

Anyone gone from PA to CBRE ? Do you like it ?

like

Is it possible to switch path from tax associate to data analysis?

like

What are the most boring jobs out there?

like

Anyone have or know of any fully remote opportunities? Assurance/Advisory preferred. I’m an experienced staff in assurance for context. Would love to connect if you can help me out. TIA

like

take job with long commute or stay at b4?

like

Accounting advisory big4 or IA at F100. Both senior roles. Roughly same base pay.

Big4 has clear trajectory and interesting work.

F100 has 14% bonus, perm remote, and immediate vesting 401k over 7%.

What would you take?

like

What questions should you ask during a phone screening with a recruiter?

like

I am financially secure (husband now has a high earning job) and looking at what options for "moon shots" at chances of real wealth generation with my years in Big 4 (10+). Month to month cash flow isn't a concern anymore so i can focus on opportunities for bigger pay days. Ideas from the hive mind?

like

Is it just me or are behavioral questions really stupid? I always feel like they're either way too open ended or they're asking about something that's never happened to me

like

Anyone make the switch out to IT type work? Just not enjoying the BS in accounting and want something more chill.

like

Just signed an offer, putting my two weeks in tomorrow. Anyone have tips in making some “I’m leaving” conversations less...awkward?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal