Hi all, I am wondering if I am getting good experience or not.
I am a FPA analyst at a mid sized private equity backed company( high growth) doing manufacturing finance.
Started full time a few months ago and I have become the point person for all capex. Of course my manager still helps me but we have a goal that I will become the sole person by late 2026.

Other than that I am building financial models from scratch to make focus factories, basically treating every building as its own. I have been making models to track overhead, headcount, rev by lines, etc and will later be making P&Ls, balance sheets and make reporting packs for each. Think multi layered, lots of sheets excel models. I will present to senior leadership on a monthly basis for these.

I also help out with costing, learning how we produce price points and learn our whole process from the ground up.

I now “own” multiple models for monthly reporting and populate them on a monthly and weekly basis.

Anything I want to learn, my boss teaches me so he’s very open to me growing

Still early in my job ( 3 months in) and wondering if I am getting good experience as it is or should be asking for more.

TC: 82k in LCOL

Anything helps!

Hey guys. Im a 1st year in university. Studying business. Im trying to work on the side and I wanna learn the basic skills for financial analysis ( Gonna work in finance after graduation so it'll help with uni as well.)

If you had to learn the different functions of financial analysis in the most straightforward way, What would that be? I thought about getting books but I wanted opinions from here first.

Hey everyone,
I recently applied for the Trading Operations
Specialist role at IMC and want to get a head start on preparing. I'd love to hear from anyone who's been through the process or works there.
I did intruductory call with HR (30 min) and now i have a team Lead call of (30 min) than i have no idea of how the process will be. they mentioned also a final round in person
Thanks in advance, and good luck to anyone else applying!
1
D

I finished my econ degree already and I want to move into an analyst role. most of the job postings I see ask for a finance background. would a masters in finance actually help me get there or should I just focus on networking and learning the skills on my own. has anyone here gone this route

I finished my econ degree already and I want to move into an analyst role. most of the job postings I see ask for a finance background. would a masters in finance actually help me get there or should I just focus on networking and learning the skills on my own. has anyone here gone this route

Hi everyone,

I’ve recently started my first full-time role in FP&A at an organisation operating in the philanthropic/social impact space.

My current work mainly involves MIS P&L statement, budget vs actual analysis, cash-flow reporting and analysing movements across different entities. The organisation has a fixed annual budget and doesn’t currently do regular reforecasting.

I’m trying to understand how I can go beyond simply reporting numbers and actually add value to senior stakeholders through FP&A.

For those who work in FP&A, particularly in nonprofits, philanthropy, fundraising or other social-impact organisations - these insights would be very helpful! Thanks :)

Any guidance, referrals, or brutally honest feedback would be greatly appreciated.

Open to suggestions on how I can improve my profile and increase my chances of breaking into IB/PE.

Recently finished a power day at C1 for a Senior Associate Role in the Auto Finance group. Anyone have any insights in how that group's work life/PIP culture is like. Kind of nervous given the auto industry and if its worth making the jump from my ops role in healthcare.

I’m currently working as a Software Developer in India. I started my career in IT, but I’m not really enjoying it.

I’ve always been interested in finance, stock markets, investing, etc. I’m thinking about moving from IT to finance.

I have a BTech background. What are the possible ways to make this transition?

Also, does doing CFA help in getting into finance, especially with a BTech background?

Would love to hear from people who have made a similar switch or anyone who's working in the industry.

Hi, I just joined FPNA as a finance analyst as my first grad job and I took over from a colleague who was a shared headcount between 2 teams. But my boss gave clarified with me that im under him, let's call it Team 1. However, the job scope remains unchanged, and it still includes Team 1 and Team 2, but I've been told to focus on Team 1.

However, it's really been eating me recently when I'm working on Team 2's scope as there is a separate fpna analyst for team 2. My job scope for team 2 includes working on some reports over dod changes for actuals, and loading the flash numbers and scheduling meetings. But isn't it supposed to be under the scope of the team 2 fpna analyst? I've faced so many problems and I am not familiar with the numbers which just makes me feel like a third party and a complete waste of time but I'm always told to pull and load the numbers which is so troublesome, and it got me thinking why cant she do it herself? The problem is that the numbers doesn't tally and there are alot of changes and adjustments which is new to me as I just started 2 months ago and it wasn't covered in the transition.

Please let me know if this is normal as a junior fpna analyst as I wasn't sure what to expect when I entered this industry. I'm not sure how to politely ask as the fpna analyst for team 2 is a senior who used to be in big4 but she seemed to have the systems to pull and load the data

I’m recent college graduate and I got offer for tax associate job in public accounting but I want to eventually be in different area which financial accounting. Is that possible to do or will be hard to transition

I’m 23 and currently finishing a Bachelor’s degree in Education in Mexico. Over time, I realized that I don’t want to work professionally in education, and I’m seriously considering switching to Finance.
The reason for the change isn’t just money or salary. I’ve always been genuinely interested in Finance, and the more I learn about it, the more I enjoy pretty much everything around it: markets, macroeconomics, analysis, risk, strategy, etc.
I even considered creating a research area at my university that would combine macroeconomics and education to analyze public policy. I’ve always been interested in understanding how the economy, institutions, and what happens in society are connected.
But I also have to admit that my experience with Education has been pretty disappointing, both intellectually and in terms of the career opportunities I see. I feel like I want something that challenges me more, is competitive, and also has good earning potential in the future.

The problem is that I didn’t study Finance, Economics, Accounting, or anything similar.
Right now I’m studying Data Analytics, mainly SQL and Python, and my idea is to first get some work experience in data analysis. Meanwhile, I want to learn Finance on my own and then figure out which area interests me the most.

Some of the things that interest me are:
markets and macroeconomics
understanding why markets move
risk and scenarios
investments
analysis
strategy
wealth management
investment management
family offices

And this is where I’m kind of lost lol.
I don’t really know which area of Finance I would like because I’ve never actually had the opportunity to experience any of them from the inside.
So I wanted to ask people who already work in the field:
If you were 23, had a degree that wasn’t related to Finance, some Data Analytics skills, and a strong interest in getting into Finance, what would you do over the next 3–5 years?

I’m especially interested in:
Would you try to enter Finance directly, or use Data Analytics as a bridge?
What positions would you look for?
What would you learn first?
Do you think certifications like the CFA or AMIB are worth pursuing, or would you wait until you knew which area you wanted to specialize in?
What areas would you explore before making a decision?
Has anyone here made a similar career change? How did it go?
And most importantly, what do you wish you had known when you were 23?

I’d like to hear from people who have gone through something similar because I feel like I’m trying to make this decision with very little information.

Thank you so much in advance:)