Graduating with my finance degree in about a year. I took a part-time healthcare position fill my employment gap but most of my previous experience is in manufacturing logistics and customer service. With my background, how do I break into a finance or accounting role? What positions do I apply for? I would like to make at least 45-50k a year min starting if possible.

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

Look into EFA ( Engagement financial advisors) roles at Deloitte!

like

Take the Enrolled Agent exam thru the IRS or the non-sponsored Series 66 exam thru NASAA.

Starting for either of these is around $60k; to break into an operations or servicing role.

If you’re interested in investment banking, then now would be a good time to apply for new-grad rotational programs on LinkedIn. Keep an eye out for firms like Citi and Cambridge Associates, and be sure to tap into your alumni network wherever possible for advice and referrals.

Great question and if I could guide my younger self, knowing what I know now, here’s what I’d consider. Look at every job differently, even with respect to the one in healthcare right now. What could you learn there as an operator based on the product or services they are providing. If I’m an undergrad with a finance degree, I’d consider analyst roles where if I could underwrite a plethora of investment strategies, what would I need to understand? If I plan to work at a venture capital firm as an analyst, based on my growing background, what sourcing opportunities would be attractive based on that firm’s strategy. Think about what opportunities you would source based on their stage of investing, investment thesis, and portfolio construction. Whatever you do, please think outside of the box of a typical accounting role. There are some different and exciting roles out there which could take you traveling around the world or at least the nation. It’s life changing and this is what they don’t teach you in school.

No, it’s more like how does leadership and HR look for new talent. How do we appeal to newer and young professionals entering the space while valuing inclusion and diverse backgrounds.

What skills have you learned from the healthcare position?

i majored in english and didnt know what to do career wise when I graduated from college. Vanguard reached out to me and offered me a position that began my finance career. they're always hiring and I think they look great on a resume and a really good entry level first job in the industry.

Related Posts

Hiring at my Credit/PE shop, need a CLO Analyst in NYC and an Analyst/Associate for PE direct lending funds.

like

Wondering if anyone can give insight as to what salary range is for an insurance compliance role as an IC3 or similar?

like

About to join a startup in a Head of People & Culture position (currently 50 people and growing to 200+ over next year) I do not hold a degree in Human Resources or equivalent but hold relevant certs/quals, backed by 8 years of experience in TA and generalist HR. Does the community feel it’s beneficial to enrol in an MBA program (MBA HR Management for example) at this point in my career?

like
like
like

Hi all - What is the consulting equivalent of the "Head of.." title at Google? Is it a Director level position? I noticed a few folks on LinkedIn with this title who have close to 20 years of experience but the job postings on Google ask for 5-7 years of relevant experience. Thanks!

like
like

LTI is Hiring for below Cloud - BU Positions!!

Immediate to 30 days joiners will be preferred.
Interested plz DM with job codes to apply

Post Photo

Any speculation on what will happen to wage increases and bonuses in 2021 following this whole COVID 19 crisis? I’ve already written 2020 off mentally.

like

Need a referral for Peraton ...anyone able to assist?

like

I have been a PM at my company for 2 years now, with a years prior experience as associate PM. I got promoted before my certification, but was told if I did not get a PMP or ACP I would get my promotion taken away.
Received the ACP and have not seen a raise. Now we have a girl that is getting a 15k raise and going straight from Project coordinator to PM (with one year experience) and no certification. She will now be 5k less than me. If she gets CaPM she gets a 5k raise. Wong to feel slighted?

like

Hi all,

Do firms match offers from other Big 4s for campus hires? I’ve received a campus offer from both
KPMG and EY. I’m more interested in the EY offer, but they are paying 3k less than KPMG.

Would it be a bad move to let them know about the other offer and try negotiating? I feel it wont make a difference in the long run, but at the same time I don’t want to leave any money on the table if possible.

Thanks!

KPMG EY PwC Deloitte

likefunny

Hello, anyone willing to give me a referral for KPMG. 20 YOE Supplier Diversity Experience KPMG

like

I am interested in getting the AWS Cloud Practitioner cert (foundational). I’m tech-savvy, but have not been involved in Cloud work. Any idea on how difficult the exam is?

like

I'm about to join EY GDS SAT team as SBA - Strategy. Not from a big 4 background but from business research background.

What type of work can I expect day in day out, culture and most important the tools I'll be working upon. As in my current role we don't have exposure to tools a lot.

Any important skills one should have to excel in this role,
In my current organization there is a mandatory training culture with respect to role one is hired for. Does EY has something Similar?

Thanks!

like

Dear CGIans,
What would be cost deducted from salary for paid cab service(weekly twice) in CGI for general shift people?CGI

like

Holding an offer of 20.5LPA. Now selected for C1 band at Capegemini. How much should I ask?
YoE 6.10, Tech Stack AWS DevOps, CCTC 10.5 LPA
Capgemini

like

What’s the base for G7 at intel if compa ratio is 95%?
What should be expected base for Mtech + 6 yoe , hardware engineer role .

like

More Posts

Recently i joined cgi but the project does not ses much good as per tech stack.Is there anything I can do in this case.I am tagged to this assignment but project has not yet started.Please help me with issues?

What is the maximum CTC I can ask during HR discussion?
I am 4 years experienced. Current CTC - 8 LPA. Have another offer for 11.5 LPA.

like
like

Anyone want to chat? 27/F/Tx if it matters

like

Hi Folks,

I want to move into Deloitte Newzealand, applied a job opportunity through career portal, currently associated with Deloitte India.

Is internal transfer possible?

likefunny

What is a mastercard techno managerial round? Please help I have 7 years of experience.

like

Hi gold fishes can I get a few likes to get going here? Much appreciated.

likesmart

Dear EY folks, what's the difference between EY GDS and EY India?

I have been selected for EY GDS as PM. What kind of projects I can expect?

Also, how is yearly appraisal and bonus in EY GDS?

like

What’s the latest on promotions? Chicago market keeps getting the run around.

like

Hi Folks, how is job security at CGI? Considering the recent recession which has started.

Thanks in advance.

Anyone here do options to hedge their investments? Where can I learn the principles and techniques behind it?

Short term plays for me. Pick it apart.

IDN - Following Anthony’s advice
MARA - Rallying all week with Bitcoin
TLRY - Still rallying from upbeat sentiment
PLTR - IBM news will weigh in fully by EOW
RDFN - Earnings
CHGG - Earnings
EXPE - Earnings

Post Photo
like

What are your best tools for self-motivation at work? There are days when it takes a huge amount of effort for me to get started and in the groove and I'm looking for ways to make work days easier.

like

Hi all, I’ve been taking 15mg XR in the morning and 15mg IR as needed in the afternoon for about 2 years now and it’s helped a lot, however, when I take time off I just feel so lethargic. I’ve read about people taking Wellbutrin as well. Anyone have experiences with this? I meditate and exercise as well, but I just lack energy and almost feel like the same things don’t make me happy when I’m not on my medication.

like

When picking up a J2, how much should you include about J1 on a background check?

like

Can anyone from Monitor Deloitte share the range for Managers? Heard Deloitte recently made adjustments to compensation Deloitte Monitor Deloitte

like

If you’re a Canadian looking for a Junior accountant role (0-2 years of experience in accounting) in tech, shoot me a DM

Primarily remote roles

If you’re a fourth year in biglaw, what responsibilities are you given in m&a? I feel like I still haven’t had a ton of opportunities working on purchase agreements (and mostly just take the lead on ancillary work streams) and I’m afraid I’m falling behind others in my class year.

like

Additional Posts in Jobs in Finance

I’m 25 and have been working for the same bank for 2 years. Started as a call center agent and moved into a supervisor role. Love the company but the pay is barely enough, I work 8-10 hours of OT a week to make enough for rent and living costs in Toronto (would work more but there is an OT cap). Any leads on jobs I should look into? Would love to be making upwards of 75k ideally. I have a BA and have done some python and SQL courses

like
like

Just found out that end of the year I will be promoted from analyst directly to VP and since it’s such a large jump I’ll be the lowest paid VP in asset management at only $135k TC. Should I stay it out and wait for TC to align or take the promotion and jump ship bc I will likely get paid more elsewhere given how recruiters/other companies eat up hiring recently promoted ppl from other firms?

likeupliftinghelpfulfunny

I am an Indian CPA and pursuing my level 2 Cfa. I have worked with family office and Swf and have relocated to Vancouver. Any tips on where to begin my job search

I applied to a job at KPMG and did the first two rounds of interviews, general interview, then case study and competency. Never before have I had such a positive feedback at the end of an interview of the 2nd, both said really like me, I did well etc.
It's now been 3 weeks since the interview and I still haven't heard back from the team other than the odd HR email saying they are following up with them. Is there something going on internally, I.e hiring freeze in the London office atm?

like

Joining LSEG soon in UK. Can someone tell me 2 key questions.
1. What’s the paternity policy at the firm?
2. What model of iphone does the firm give its employees.
Thanks for your help.

LSEG
Refinitiv, an LSEG business

like

I heard through a family friend that someone was making $130k as a 1st year Senior Financial Analyst at KPMG in Philly. Seems a bit steep was seeing more like $110k total comp but was curious to know.

likefunny

Working as a Senior Accountant at Vanguard with my CPA; 3 YOE, Greater Philadelphia area. Took this job to give accounting one more try and while I don’t regret it I’m bored. Anything in finance more challenging/less box-checking? People have recommended public but I’m not interested in audit/tax or travel.

I accepted a FADP offer but I have lifelong crippling anxiety It leads to (TMI) diarrhea, I can’t sleep at night, among a lot of other issues. I see a therapist and have their support in school accom. I appear high functioning and ever since uni went remote my life and performance has only improved. I know I’m capable of getting the work done and they must see potential if they hired me. But I feel that if I ask for WFH or other accom. I’m gonna be shooting myself and my career in the foot.

like

What is the difference between Merrill Lynch and Merrill Edge?

likehelpful

Is anybody here a notary? And how much are you making from that? Is it a potential side-hustle?

Good day all!

I am interviewing for a FP&A Manager position in Proserv UK. Could you please disclose the initial salary that I could ask for?

Thank you in advance!

like

Hi everyone. Does anyone have salary info for senior associate hires at LSEG UK? Thanks

like

Hey everyone,
I just applied for
Citi bank for an AML compliance analyst position. It’s a hybrid position in Tampa FL. Any feedback on the company, salary, Company values, benefits please and thank you. Citi

like
like

Any advice on transitioning from a Wealth Management Role to something more analytical? Preferably private equity or investment analysis/due diligence. Have about 4 YOE, located in Boston

like

Should I decline the offer and ask to be considered for a higher role that better fits my qualifications? The offer I had was with a great bank but I'm overqualified for that. Its been hard to find a job because I dont have prior experiences.

Base salary for trade finance associate @ United bank of africa

like

Are there any stable part time jobs in Finance? I have 7/66.

What is the average salary for analyst for client onboarding in investment banking in india

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