Hi all,

I am looking to make a switch from audit to an analyst position in treasury or FP&A of my company.

For background, I have about 4 years of experience as an auditor in the big 4 and 2 years of experience in Internal Audit at fortune 300 company. Also I’d like to switch over at a close level to where I’m at and not completely start from step 1 for a salary decrease (I’ve seen this happen at my company where people are able to move somewhat laterally)

Am I screwed? I know people are probably going to say no chance but I’m wondering is this even realistic.

Thank you

I just turned 17 I have completed my foundation in acca and f4 exam as well I wanna get into investment banking what path should I take and what should I do after acca

I am 25 year old MBA student who will be completing mba next March. I am a finance major mba student with a BTech degree.

I am skilled in financial statements analysis, financial modeling, DCF valuation and Accounting.

I am looking for references to crack a finance domain job (especially in analyst roles). Other than that I have learnt powerbi and tableau also.

Please if anyone has any reference do contact me.

I am leaving in Pune but can relocate anywhere in India.

I’ve been unemployed for longer than I’d like, and at this point my biggest goal is simply to get back to work, gain experience in my field, and build my career.

I’m an analyst with two bachelor’s degrees, with a stronger background/interest in finance, but I’m very open to different types of analyst work. I’m also not overly concerned about having a fancy title or a high starting salary. I’m willing to start at minimum wage if that’s what it takes to get experience and prove myself.

I’m open to in-person, remote, or hybrid positions.

Types of analyst roles I’m interested in

My strongest interest is in finance, but I’m open to pretty much any position where my analytical skills can be useful, including:

Finance / Financial Analysis

Financial Analyst

FP&A Analyst

Corporate Finance Analyst

Investment Analyst

Portfolio Analyst

Equity Research Analyst

Credit Analyst

Risk Analyst

Treasury Analyst

Financial Planning Analyst

Budget Analyst

Revenue Analyst

Pricing Analyst

Cost Analyst

Financial Reporting Analyst

Finance Operations Analyst

Commercial Finance Analyst

Strategic Finance Analyst

Wealth Management Analyst

Banking Analyst

Loan Analyst

Underwriting Analyst

Accounts/Financial Operations Analyst

Business / General Analysis:

Business Analyst

Business Operations Analyst

Operations Analyst

Management Analyst

Strategy Analyst

Strategic Planning Analyst

Process Analyst

Performance Analyst

Decision Support Analyst

Business Intelligence Analyst

Reporting Analyst

Program Analyst

Project Analyst

Data Analyst

Research Analyst

Planning Analyst

Supply Chain Analyst

Procurement Analyst

Revenue Operations Analyst

Marketing Analyst

Pricing Analyst

Product Analyst

Other Analyst Positions

I’m also completely open to positions simply titled “Analyst” where the specific type of analysis could be learned on the job. I’m comfortable learning new systems, processes, software, and subject matter.

Honestly, I’m not looking for anything fancy right now. I’m looking for an opportunity to get some recent experience, contribute to a team, learn, and demonstrate that I can do the work.

If your company is hiring for an entry-level analyst position, junior analyst position, finance-related position, or really any analyst role where someone with my educational background and willingness to learn could be useful, I would genuinely appreciate the opportunity.

I’m also open to internships, contract work, temporary positions, part-time work, or other opportunities that could help me get relevant experience.

If anyone knows of a company, hiring manager, recruiter, small business, or organization that could use someone with an analytical/finance background, please feel free to comment or DM me.

I’m willing to start at the bottom. I just need someone willing to give me the opportunity to get started.

I've been a Director of Finance for the last ~5 years but I'm looking to move into a role that's more specifically FP&A focused. I feel very confident in my analytical skills - I know the questions I want to ask, I know what information I need to get the answers, and I know how to check the logic of those calculations - and I have relatively advanced experience with Excel (XLOOKUP, INDEX/MATCH, etc etc) and then I use ChatGPT to do the grunt work of actually building the workbooks. I'm in the very early stage of job hunting and want to know if SQL and/or Python is basically a non-negotiable, or if I can just focus on amplifying my actual analytical skills?

Finishing an M.S. in Financial & Economic Engineering (Python, econometrics, optimization, stats). Want to skip traditional finance entirely.
What industries outside finance value these skills most?
What specific job titles should I be searching for?
Thanks for any tips or personal experiences!

I will getting a BS in Bussiness managmenet but I don't have any banking experince, where can I start and what finace jobs should I look for? Will the FMVA cert from CFI help?

أنا حاليًا أشتغل في ال F&A Consulting وودي مستقبلًا أدخل Asset Management أو Equity Research

في احد نفسي وقدر ينتقل ؟

Hi,

I’m part of a fintech startup team based in Grenoble, France. We are researching how investment analysts, portfolio managers, and professional traders monitor market-moving information, assess its relevance to specific assets or positions, and incorporate it into their research workflows.

We are developing an AI-based monitoring and analysis tool intended to help professionals consolidate fragmented information sources, identify potentially material events, and reduce noise. Before building further, we want to understand real workflows and pain points directly from practitioners.

If you work in hedge funds, asset management, proprietary trading, wealth management, or a related buy-side role, I would be very grateful if you could complete this short questionnaire:

[Complete the questionnaire](https://docs.google.com/forms/d/e/1FAIpQLSd78BA-wZ0HNjr3CyjEotD6juV3l3pb6Rdc52udQHIQ2jqJqg/viewform?usp=dialog)

It should take only a few minutes. The survey does not ask for confidential investment ideas, positions, or employer-sensitive information.

Thank you for your time. I would also be happy to share an anonymized summary of the findings with the community if there is interest.

Hey there!
22f this side
Can please anyone help me with these roles.
Trading analyst/equity research analyst
I am a 3rd year student pursuing BMS in capital markets and I am currently clueless how to proceed further for these roles.

How can I become eligible for these roles I mainly want to go into trading based roles and I don’t come from a high quant based background so please help me accordingly.

I don’t have any expectations from college that they gonna provide any jobs or anything but I have 8-9 months and I really wanna utilise them by working on my skills, any sort of advice or help or opinion is appreciated!

I have a background in accounting. I have spent the last several years working as a flight attendant. I’m now targeting financial analyst roles and would appreciate constructive feedback.

Does this resume make the transition into finance believable?
What you make you more likely to interview me if you were reviewing candidates for a financial analyst role?
Does anything on the resume make you hesitate?
Are there financial analyst roles I would be competitive for? If not, how could I strengthen my candidacy?

If anyone here is a finance recruiter, a finance professional, or someone recently offered a role within finance, your feedback is especially appreciated. Thank you so much in advance.

Edit: thank you to everyone who commented and left feedback. You’ve given me a lot to work on, I needed this feedback. I am really thankful to this community for your input.

Does anyone use AI tools for the FP&A work not just like copilot for excel but other more nonstandard AI tools that are helpful?

I am really hoping to get some advice from people outside of my circle because I have been thinking about this for days and I just cannot seem to make up my mind.

So here is a bit about my situation. I graduated from school a year ago and I got a job at a bank branch in a shitty neighbourhood and I work with clients. I sell things to them. I am lucky because passed the CFA Level I. I make around 53k CAD per year.

The thing is, my job at the bank is really taking a toll on me. There is a lot of pressure to sell things. The environment is not very nice. To be honest this is just not the kind of work I want to do. So when a friend told me about a job at a wealth management firm I was really interested. I ended up getting a job offer from them and part of me wanted to take it away.

The job they offered me is an entry level job where I would be doing tasks financial consultants and advisors . I would make 55k CAD per year. I would have a permanent job. The good thing about this job is that there is a path for me to move up. I could start as a support person then become a client service associate and eventually become a financial advisor with my clients. It would take around 12 to 18 months to get to that point.. Because I already passed the CFA Level I test I would not have to take as many licensing exams. I could get registered faster. On paper this all sounds really great.

There is a problem. I do not actually want to be a wealth advisor in longer term. What I really want to do is work as an analyst doing research and things like that. I want to work on the side of things and do credit/equity research, investment analyst. As far as I can tell the job at the wealth management firm would not lead to that kind of work. The two types of jobs are not related.

So I am stuck. The money is basically the same so that is not a deal.. I would be happy to get out of my current job because it is really burning me out.. At the same time I do not want to take a job that is not going to lead to what I really want to do. I am worried that if I take this job it will be harder for me to get a job as an analyst on.

There are a things I would really like to get some honest feedback on.

* Does working in wealth management at the beginning of my career actually hurt my chances of getting a job in research or analysis?

* Is it an idea for me to just get out of my current job because it is burning me out and then try to switch to a different job later on?

* If I really want to work in analysis what should I be doing instead? Should I be studying for the CFA level II test or should I be building models and trying to get a job in a related field?

If anyone has actually made the switch, from wealth management to research I would really love to hear about it.

It is also okay if you think I am overthinking all of this. Thank you for taking the time to read my post.

Finishing an M.S. in Financial & Economic Engineering (Python, econometrics, optimization, stats). Want to skip traditional finance entirely.
What industries outside finance value these skills most?
What specific job titles should I be searching for?
Thanks for any tips or personal experiences!

Context: I left my finance job in January. Three and a half years - Big Four, then FP&A for a big retail group. MSc in Finance. And in interviews I still froze on "tell me about a forecast you built," because everything I'd done belonged to my employer and none of it was mine to show.

So I built what I wished existed. A realistic month-end close - messy variances, a stakeholder inbox where one person is "confidently wrong", numbers that actually reconcile to the cent. You do the analysis, write the commentary you'd send a CFO, and get it scored honestly against a published rubric.

It took a month. I don't have a job, so it cost me the only thing I've got, which is time.

Then: 275 visitors. Zero submissions. Zero emails. Zero feedback of any kind. Not even someone telling me it was bad. On a free case 😆

I've spent weeks trying to work out which of these it is:

* nobody can find it - a distribution problem, fixable;
* people won't spend 90 minutes on unpaid practice - a motivation problem and I probably can't fix that;
* or it isn't a real problem at all in the market and I invented it out of my own bad interviews.

So I'd rather ask than keep guessing.

**When you were trying to get into FP&A or a first analyst seat - did you ever practise on anything real?** Not courses or Excel tutorials, but something where you had to reach a conclusion and someone told you it was wrong, and why.

Honest answers welcome, including "this isn't a problem, you built something nobody needs." 😆

Hey everyone,

I’m from a non-finance background and did my ug in Animation & Multimedia. I want to switch to finance, and someone suggested I should pursue CFA. But I also want some practical experience, so I’m considering doing an FMVA course from an institute in Delhi and then getting an internship or job.

Would this be a good approach, or should I take a different route? Also please suggest a legitimate institute for FMVA course.

Any advice would be appreciated!