I was in the mortgage industry as a underwriter in my previous roles, I’m looking to switch into BA and FA roles but I’m currently having a hard time fitting my duties into BA roles. Does anyone have any suggestions/ advise please? I have experience in reporting, data analysis, SQL & excel. TIA

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

Talk about any involvement you had with upgrading or onboarding systems, work done to streamline business processes, or projects in general. Think about when you had to provide business use cases, requirements, do QA testing, train staff, provide data analysis, query databases, creat new processes/reports, etc. Highlight your technical skills as well - sql, excel, Power BI, SSRS and any enterprise systems you are familiar with for accounting, trading, reporting, etc.

Thank you very much for the suggestions ☺️

Related Posts

Would you say it’s hard to become a manager at Big4? Is it more of a tenure thing or do you need to have a business case? Is there a lot of 4th year seniors at the firm?

like

Thanks for creating this Bowl. Anyone here transitioned from cost engineering into PM? I’m working a internal consulting type of cost engineer role and is seems like a good position to gain skills in that could apply to becoming a PM in the future. I have also worked in design engineering and engineering analysis roles. Have a BS in mechanical engineering and a MS in Data Analytics Engineering.

like

For the people who went back to school to pursue a totally different career, what did you do for work? I don’t think I’d be able to do both my current job and school. I did retail in college and that probably isn’t so smart right now. Neither is working at a restaurant. I don’t think I can go back and live with my parents. I feel like I’m stuck.

like

I’ve been on the bench with J1 for about 3 months. I was worried that because I couldn’t find another project, I would get laid off so I found J2, which pays more, is very meeting heavy, but I really like. I’ve kept J1 because I’m still on the bench doing absolutely nothing and getting paid. Thinking about looking for a role on a project with J1 that’s not along my career path but will allow for me to do work with no calls so that I can manage both jobs. Does anyone have experience or advice?

like

I’ve 3 years of sales experience in retail ( reached 90k over target) and 2 years of digital marketing experience, I love selling and building connections with people, I want to join a Saas company and work as a SDR but keeping getting rejected due to the fact that I’ve no saas selling experience. I love to learn! Is there any recommended courses or anything I can do to get my foot in the door?

I’m a native English and mandarin speaker based in Dublin, Ireland.

like

Foreign LLM student here. I plan to take the NY bar exam in February. I’m thinking of taking a bar prep course (most likely Barbri). They offer two options: the “traditional” course (which lasts around 2.5 months) and an extended 6-month course. The difference in price is substantial – 2.5k for the traditional course vs 6k for the extended one. Any thoughts/recommendations on which one I should take? In case it is helpful, I come from a civil law country. Thanks!

like

Pivoting from copywriting to _____? Interested to hear from copywriters who are either considering or have already transitioned into a totally different or somewhat similar creative role.

like

Working on getting CISSP right now; would love to hear any recommendations for study materials if anyone would be willing to share.

I've read the book, have the official prep questions, and about 7 YOE in cybersec but honestly had CCNA and Sec+ in the past and found passing to be more relative to how I'd studied to the test than doing the actual job...

Anyway, open and appreciative of any insight.

Note: Yes I'm in in marketing - career pivot.

like

Fishes, any suggestions as to how to move into the VC role with a non-finance background (PS - exp. of working in founders office of a startup, management consulting in past and do understand corp. finance, financial statement analysis etc.)

like

Hi,
I have been working as A business technology analyst for almost 2 years now and wanted to start learning data science.

I am not sure how much time will it take but wanted to ask y'all where I can start and what would be the right way forward without much impact on my ongoing work.

Genuine answers only.
TIA. :D

like

Does anyone know how to become an independent contractor?

like

Transitioning from line of business familiarity (understanding financial statements) to... real(?) Finance (bonds and cap markets and other debt sales) any advice on books or resources to learn really from step 0?

like

Looking for some advice on a career change. I work in a technical role and have well-developed soft skills. I want to transition to UX (w/ focus on accessibility). There are a lot of UX educational programs out there, some very new, e.g. Dribbble, and costs are all over the place - General Assembly is $15k (and full-time), CareerFoundry almost $8k, and then many others at a fraction of the price. Reviews also vary wildly. Are these more expensive programs worth the huge increase in cost?

My HR rep told me that to apply for your CPA license in MA you only need 1 year of work experience, not 2009 billable hours. Didn't sound right- can anyone confirm/deny?

like

Sick of writing emails client-side all day and can’t seem to get into an agency. What’s another career path for a copywriter? Getting too old to try and become a teacher or anything.

like

Hi all, my name is Alex and I just joined the bowl :)
Im graduating in may with a BS in Industrial Engineering. Ive also held a Data Analyst Internship for 1 year with a small construction company. Anyone have advice where this combination of education and experience would make me most competitive in terms of roles/companies?

like

I am an experienced CNA/MA (17yrs) trying to break into ER tech role. Previous company wouldn’t pay for phlebotomy class, and when I took a position with a company that would train me, there was so much drama and b.s.
I was out of there so fast because of the toxic environment. Should I just forget it and do my best to finish my RN?

like

I joined tcs on feb 2022
Recently I resigned, i know it was worst decision to leave tcs early but also worst to join 😁🥲

like

I have several job leads and I’ve been interviewing since March within the same company. They have been slow getting back with me and I just received a call from a job I applied for two months ago. Now that I have a potential offer elsewhere, should I stay and wait it out or go to the tech company for a new start?

like

More Posts

Where’s the McK group owner who banned Lane for being way less inconvenient than this Capgemini futurologist?

like

Where can I live in SF without a car?

like

Hi Fishes

Please please please help me with the following:

What are the perks or benefits provided by SCB?
How is associate manager placed in the hierarchy?
What is the avg salary for associate manager?

TIA

like

How much for delta gold on here?

like

25M -
Looking for a single room in a furnished flat khardi. Budget 10-15K Location: Kharadi or nearby places.

Requirment :-
**Pure veg cook**
Alcohol No problem....
No smoking .....
Open society.....


Any leads will be appreciated. Thanks!

Hi Friends , One of my relative holding these offers , Please suggest ..
Siemens - x LPA + 2 Lac Joining Bonus
Nagarro - x+ 6 LPA , No Joining Bonus

like

When will we able to see payslip in portal?

like

Nothing worse than an analyst who thinks they know everything and can't think big picture - neither can you take direction nor do you understand broader context around said comments

like

Looking to apply to manager positions at S& and ATK, 7 YOE strategy consulting at a boutique with top 10 MBA , just curious what is rough range for comp? Thanks

like

Which is better company to join? Impetus vs hashedin

Role- Data engineer
CTC- almost same 16-17 almost same
YOE- 3.5

Is the package good? Or can I negotiate more?

like

How does one get into trading from positions elsewhere in the bank? What would impress you most about candidates attempting to do so?

like

Hello...

Can anyone tell me what is the salary structure like allowance , facility , or other things in American express apart from CTC offered.@

like

Currently in ibanking as an associate and want to see if I can make the move to PE. Is the CAIA viewed favorably at all?

like

Tata Consultancy TCS
Hi All,

I have given interview in TCS and 1st round cleared and in second round they took my id card screen shot with me after the interview .
Now what will be next thing .Not yet received any call.

like

If anyone is looking for referrals at Servicetitan, hit me up.

like

Hello, what is the compensation for a manager in mindshare or any of the groupm companies? My friend has 2.5 years working in a different marketing agency and plans a switch ?

like

How are you all voting on the fair tax amendment? I am voting no because I do not want to continue giving our government money until they fix the pension situation too. But curious to hear your thoughts.

like

Who has a pool 🤨

likefunny

I’m new to in-house and I begin in January. I wanted to basically better understand M&A and all the inner workings of expanding the scope of a business into new avenues. Does anyone recommend a book or two that may be relevant/helpful? On amazon, I see “The Art of M&A” and “Working With Contracts”. Thank you for any insight.

like

Additional Posts in Finance Exit Opportunities

For those interviewing in Bay Area/NYC- has there been any general skills that have been coming up during interviews which companies have especially been seeking?

like

Currently at BNY Mellon with 10 YOE, specifically in Corporate Trust working CLO/CDO’s (first job out of college). I’ve moved around within the bank a few times but I’m just not happy here nor am I where I want to be in terms of comp . I want to pivot into something else but I have no clue what skills I could transfer elsewhere as what we do is so niche. They sucked me in when they said it would be a FA role but we don’t do any modeling, forecasting, etc.. Any advice/suggest/rec’s much apprecia

like

Anyone here know/work at Facebook? Recently applied to a program there and would love to connect and chat further

like

Anyone in here in Baton Rouge Louisiana? 

like

Looking to exit out of client facing mortgage ops and want to transition to something else more internal. Any job roles to specifically search for?

like

Considering going into Finance Technology roles within big4. I have have >3 years background from deloitte doing Tax Technology. Can anyone speak to these finance technology role &/or give referral?
PS left deloitte about a year ago and have done finance related work for <1 year

like

If anyone needs a cfa tutor I tutor on Wyzant. Dm me.

like

Is it really unrealistic to expect a raise in this current economic climate? Review period is coming up in July, and I don’t want to shoot myself in the foot by not asking for a raise.

like

Hey guys. I used to do IB but I just left. I just recently started this new role at a tech company a few weeks ago and I got a message on LinkedIn about another opportunity that I think is a million times better. I spoke to the recruiter a few days ago and she knows I left IB but I didn’t tell her I started a new role. She asked if I have offers on the table and I said I have one offer but never mentioned my new role. What should I do?

like

GP Stakes and PE secondaries: how good is the medium/long term outlook for the market and would a niche specialty in these areas be very limiting for my career?

like

Does anyone know about Sales Strategy and Operations roles and how the career path looks? Ultimately looking to break into venture. Currently in TMT IB and have zero interest in PE

like

Any particular segment of sales good for ex-finance? Currently 3 years in at fortune 100 bank on business development side (on commercial loan originations team but no commission/targets at the associate level, basically do credit analysis and build pitch books for the producers) This role has been great as I have gotten both analytical experience and tasted sales experience (I say taste bc I’m not the producer) but would potentially like to transition to a sales role that is less analytical

like

Any recommendations for a second year post MBA investment banking associate looking to leave banking? Have done healthcare coverage and like healthcare but banking work life is just not sustainable. Appreciate any input.

What does everyone think of LinkedIn Premium (the $30/mo pack)? Is it worth it for a job seeker with 1-2 years of professional experience?

like

Current a commercial banking II analyst at truist, $95k total comp. Looking at switching into tech sales, got an interview for an account executive position in fintech. Anyone know comps for Florida or recommend the move? Heard WLB and perks are great.

like

Just received an offer from citi for a credit risk associate role. There’s no mention of a set bonus range but a mention of “discretionary incentive and retention award”. Is it something standard? Never worked at a BB so don’t know the norm. Thoughts/guidance? Thanks in advance

like

What are the best and highest paying exit opportunities for someone who worked in deals advisory at PwC for 3 years and is also a chartered accountant (this is the person’s first job, so no prior experience before this)

How many of you would consider starting your own business as an exit opportunity? Has anyone in here done so?

likehelpful

I came from a consulting background in tax credits and incentives. I went into finance to pass the time on my non compete clause from my previous firm, but now I have an interview at EY and I’m not sure if I want to give up the work life balance. Any advice?

Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

Pros to EJ: Have my own office, a year or two away from partnership, great office setting and client satisfaction.

Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

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