Seeking recommendations for good materials (books/ courses etc.) on finance transformation?

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

Following as I’m interested

like

Related Posts

Partners - I'm (SM5) an introvert and struggle to connect with people sometimes. Especially when I don't see them much (thanks covid) and don't work with them much. I want to build connections with like VP finance or the CFO on my job but I work mostly with the controllers (whom I have good connections with). I find it awkward to call people who I don't work directly much without out of the blue to do coffee or lunch.

Any tips or advice on how to build these connections? Any podcast or books

like

What are your best personal finance tips and sources of information? I’m the household CFO by default, and I need to get more savvy about budgeting / planning / investing so my money works harder for me.
Any good programs, books or courses you’ve taken? Any good tips or hacks you want to share? Teach me your ways!

like

Best advice/resource/book to be a valuable partner to corporate finance and investor relations depts at public companies?

like

Best book you've read recently on personal finance?

like

I am a 30yr old with a masters in finance and bachelor in Econ but I feel like I am not doing what I can to continue my education. I barely read but know I need to. Any page turning book recs that can get me start reading more?

Any recs for new or under-the-radar finance blogs, books, programs, etc. to read/watch while isolating at home? I think I've read everything on my usuals list. Nothing to do but work more...

like

What are some books that would be good to read for someone with a non finance background looking to get into a finance career? What should you read before you read the Kaplan materials to study for the Series 7 exam?

like

Any recruiting firm/specific contact with a good client book in finance (London)?

like

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

like

Loving this new bowl! Please share your favorite business books with me. Topics of interest are personal finance, career, entrepreneurship, and life-work-balance and joy.

like

How does one actually finance the purchase of a book of business? I’m assuming you put a cash down payment...how much? Does a bank finance the rest, or your BD?

like

I've heard a lot of people remark that getting into finance is often not as lucrative as many people think, and building a book and getting ahead is quite arduous. Any insight on this front?

like

Please recommend online resources/books to help understand the basics of investment and personal finance for a newbie. Based out of Canada, if applicable. Thank you!

like

What courses would you recommend (or avoid) to improve my overall management skills? I am reading books, articles and my company provides me with a career coach. I am 38, and don't really want to go back to school. I have my BS in Psychology, but am a Director in Finance. Don't necessary want the cost that comes with an MBA.

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

Recommendations for short but informative personal finance books? Looking to read one with my gf, to avoid me preaching about stuff

likefunny

Best resources/books on getting personal finance in order?

like

Any recommendations for a book/podcast/self study materials for a new finance attorney? I have no background in finance and was assigned to a finance group. Help me!!

like

Anyone have any suggestions for accounting, finance, or data analysis books or online material to prepare for an MBA? I’m accepted to LBS but my background is in entrepreneurship so I know a lot of random stuff but I want to be prepared for the required core courses.

like

More Posts

Who’s buying BB calls?

like

Hi young investors - Do you want to expand your network in the venture world? Sign up to Acuppa and join the community!

like

How long does KPMG FDD take to respond after submitting application?

like

Hi fish
Need help please like this I want to access dms

like

What do you truly enjoy doing?

like

So my partner and I been dating for 5 months. But he's a man of literally very few words. What can I do to connect with him on deeper level, or any suggestions of questions I should ask him? To get know him better or to open up

Wondering salary range for Mandiant Sr. Penetration tester position Canada area. Anyone has insights?

like

Hey all - does anyone have experience working with Pinnacle Home Care in Florida? Their offer seems too good to be true and I’m wondering what the catch may be

like

Any referrals for a black therapist taking video consults

like

Anyone know if precheck in the ATL international terminal is open all day or only certain hours? I’m finding conflicting info online. Thanks!

like

I need a good laptop for personal use. Which one should I get? No chrome book. I have it and not happy with it.

like

What’s wrong with FOBS? (Fresh off the Boat). People usually refer to it in a derogatory way. Find it offensive. I thought it meant someone who recently emigrated to the US. Why is that negative?

like

Any good podcasts out there regarding business intelligence ?

like

I need marketing help and am trying to find someone on Upwork, but so many interactions don’t match how they sound in their profile. How do I find a good freelancer on Upwork?

like

How much are guidehouse MCs making these days? Please state your sector/team if you’re comfortable!

like

For anyone who’s taken / passed the CFE, is it worth paying for the full exam prep course or would studying the fraud examiners manual suffice?

like

Looking to escape NYC winter and work remote from somewhere warm for several weeks w/ <3h time difference (intl) Where should I go?

like

Fishes,
Need suggestion on below:
Tech Stack: Android Framework developer
YOE:12
Companies:
1.Tech Mahindra offering 36 lpa including 20% variable
2. Harman connected services offered 38 lpa with 10% variable
Could you please suggest which one should I join?

like

Thoughts on VML in Seattle?

Additional Posts in Pivot to Finance

What are some good good resources to learn IB/financial modeling? Currently using BIWS guides - are the good? Are there better resources?

like

Does anyone have a ballpark idea or range of what a senior content writer would make at a big four bank in NYC?

like

Does anyone currently working at #Blackrock have a second job? What do you do and did you tell HR?

like

Would anyone have a breaking into wallstreet course they would be open to sharing?

like

Do you need to be sponsored to sit for the Series 7, Series 65, and Series 82 exams? I’m hoping to become an accredited investor by passing one of them.

like

Why didn’t Melvin Capital know what /r/wallstreetbets was planning and account for it? If you work in the industry, do you keep track of any online trends etc?

like

Hi- does anyone work in the Credit Strategy team or Credit, Fraud, Risk (CFR) Strategy team at American Express ? I am trying to understand what these teams do, and if there’s any difference ?

like

What are people’s thoughts on Infosys for Finance consulting? A friend has an offer and is wondering what their finance consulting practice is like /if it’s worth taking?

likefunny

Does HR at banks let you know during the application process when they have started a background check? Do they ask you to fill out forms ?

like

Anyone here hiring? 2 yoe in consulting. Internships in finance and degree in finance. Looking primarily in nyc

like

Anyone in Corp Dev willing to answer a couple questions? Curious about how one could pivot from FP&A to Corp Dev.

like

Any successful jumps over to finance during 2020? What have your interviews been like?

like

For those looking to get into Consulting, there’s a new platform called Profesh that has short videos and reads that explain it in simple terms, and lay out how to break in. Everything is less than 3 mins. Super helpful to learn about it in chunks between doing things. Give it a try!

like

Has anyone here worked with wealth advisors? What kind of questions should I ask to figure out which I should pick?

like

I was contacted by a recruiter at Goldman Sachs for a phone screen. Any insight into what the recruiting process is like? What can I expect for this one and the ones going forward?

like

Agreed with my boss I am to get a title bump (currently at M responsibilities) and asked me to come up with suggestions of the title I want. Manager FP&A is most traditional choice but what has traction in the market as a finance manager title since I have the freedom to choose? Strategic Finance Manager?
Thank you!

like

After 4 rounds of interviews, what does it mean when a Deloitte recruiter says “The team is recommending you for a role in our X business but nothing is final until the 13th of the month”. Do you have the job but they need an executive “sign off” or are they deciding between multiple candidates? Need to put my mind at ease and understand the process

like

Wondering why a report I inherited was slow, replaced a formula reference and found out why…..

Post Photo
like

I have a non traditional path into finance and currently work in a support/internal advisory role at a PE firm. Want to get more comfortable with general corporate finance principles, does anyone have trainings they could recommend?

like

Hi everybody - I just enrolled in a T25 MBA program and am looking to pivot into corporate finance upon completion of my MBA. Does anybody know of any good companies that offer entry level Financial Analyst development programs to people who don’t have an undergrad background in that, but are in MBA programs? I see so many for undergrad business/finance/econ majors, but not a ton for MBA candidates.

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

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy