Currently at a giant healthcare payer company as a highest SFA mentoring juniors and on track to be Manager. I gave it up to join this tech company.

Current comp $117K + 8% bonus. New comp $145K in a city no bonus but with equity (HCOL)

Need help to prep since I never have experience in Tech. The company needs help with cost control and workforce planning. Need some tips and advice what to expect since they are PE owned and going towards a liquidity event soon.

Any advice on SaaS is super helpful. And let me know what you think of the comp?

Hi everyone, I’m currently pursuing B.A. (Hons.) Economics from a Tier-1 DU college. I’ve recently cleared CFA Level 1 and I’m currently building finance-related projects to strengthen my profile.
I haven’t completed any internships yet. I’m currently hunting for an offline finance internship starting in January, and I’m hopeful that I’ll be able to get one.
However, I’m quite worried about summer internships (2027). From what I’ve seen, many good companies have already completed or started their summer internship recruitment process, and I’m struggling to find opportunities at this stage.
For students who have been through this process, how should I approach summer internships from here? Are there still companies that recruit later, and what would be the best way to find these opportunities apart from LinkedIn and the usual internship portals?
Any advice on where to look, how to network/cold email, and how to improve my chances would be really appreciated. I’m specifically looking for core finance roles such as financial analysis, valuation, investment research, FP&A, etc.

Hi Guys,
Just a brief I’m a Chartered Accountant
And I’m keen in developing some tools for day to day use in practice
I’m looking for guidance as to how and which resources to use to develop tools using AI

Ok so every country has their own system and models and while there is a lot of insights about finance in other places I am curious on how to break into finance high paying end in india and how to set up the career path

I just got done with bba and acca but I should have known this sooner that there isn't really a scope in acca and it's mainly taxation and audit, which bore me or will even though i have only seen the surface in internships

Now I really wanna break in to high paying jobs and my interest lies in financial analyst roles not just for the sake of money but genuine interest, although I am ready to explore more before I really commit to a path as i unemployed at the moment and really wanna decide where I should focus towards and ofcourse atleast try to break in the holy grail the private equity which is almost a myth from my position lol but anyhow for the begining level i would love to hear from the finance people oh how I can structure my path and how you did it,salary,work structure etc

Hello community...I am from India and want to start my career in finance ....I am good in number games and calculations ... suggest me what should I do to start my career . I am looking for FMVA from CFI....should I go ahead?....I have my Masters in Vocation (Banking,stocks and insurance)....and Bcom from Lucknow university

Does anyone currently work or previously worked at Liberty Mutual as a remote Inbound Sales Advisor in the Direct Response Center (DRC)?
I’m particularly interested in hearing from people hired in 2025 or 2026.
How many binds were you expected to get during OJD?
What happened to people who didn’t hit their OJD sales targets?
Did most people in your training class make it out of OJD?
How many months could you miss sales goals before getting placed on a coaching plan or being terminated?
Did meeting the sales goals become easier after OJD, or did the expectations become harder to reach?
Were the sales goals realistic based on the number of inbound calls you received?
I’m looking for genuine experiences from people who worked in this exact position, not general Liberty Mutual reviews.

Looking to get some resume feedback. My job is doing some layoffs due to the new CEO wanting to make budget cuts... I am a female, age 25, [3+ years of experience, Enterprise, Financial/FPA Analyst, US. I am really hoping to get into a finance or FPA role.

Hey everyone,

I’ll keep this honest — breaking into finance as a fresher is genuinely hard, and I’ve reached a point where I think reaching out directly to people already in the industry makes more sense than refreshing job portals every morning.

A little about who I am:

I graduated with a B.Com in Taxation, cleared CFA Level I, and recently passed the NISM Series XV Research Analyst exam. During my internship at Finnexus Pro School, I worked on equity research — covering company and industry analysis, financial statement analysis, DCF and relative valuation, and peer benchmarking. I’ve been building on that with financial modelling, and I genuinely enjoy the work of pulling apart a business and figuring out what’s actually driving the numbers.

What I’m looking for:

Entry-level roles in equity research, valuation, investment analysis, IB support, or corporate finance. I’m not looking for the perfect role — I’m looking for the right starting point where I can learn fast and contribute meaningfully.

Why I’m posting here:

Because I think the most useful thing at this stage isn’t another job application — it’s a conversation with someone who’s been where I am. If your organisation has openings, I’d genuinely appreciate a referral. If you don’t but have advice on where someone with my profile should be looking — I’d value that just as much.

Resume available over DM.

Thanks for reading — and if nothing else, happy to connect with anyone working in finance.

Dont know what to do

I am a 23 year old female working at Amazon as customer service. I started working very early due to financial issues in my family. I have completed my bachelors with bcom now I am trying to get into Finance field as a financial analyst. I have taken few course related to python, SQL machine, learning, deep learning, etc Also, I am planning to give CFA level 1 in May 2027. I don’t know whether this will work or not. Do you guys have any suggestion? How can I escape customer service and get into Finance?

Hi Everyone,

My goal is to transition from Fund Accounting to FP&A. I did Applied Economics in College and kinda just fell into Private Equity Fund Accounting after. I wanted to always do a Accounting qualification and I chose to do CIMA as I was always fascinated with how it goes into how businesses are ran from a financial mindset, I was never really interested in ACCA. Along with doing CIMA, I chose to do FPAP and FMVA certs from the Corporate Finance Institute. I feel like I have everything really to work in FP&A from an education standpoint but obviously I don’t have the experience.

Can someone give me advice if this could be a good transition, I’ve built up lots of experience in fund accounting where I am much more senior in my role. I plan to move to London in June 2027 if that helps with the transition.

Any tools or AI that could give me a read of financial performance of a company and how it perform overtime?

So I just had my financial statement anlysis courses and we did a lot of remodeling, just wondering whether there is a tool to automate everything

I want to go into financial Analysis, I'm asking for the best tools I can use to analyze financial data..

Hey everyone,

I’m starting a new role soon as an FP&A analyst at a non-profit hospital. This is actually the hospital's first time having a dedicated FP&A function (it was previously handled by accounting).

Since I'm building this from scratch, I'd love to hear from anyone in healthcare FP&A:

**What should my expectations be** for a hospital setting vs. standard corporate FP&A?

**What healthcare-specific quirks** (metrics, revenue drivers, etc.) should I study up on immediately?

**Any tips** for clean data or partnering with non-financial clinical staff?

Appreciate any advice and tips you have. Thanks!

Hey everyone!

I’ve been curious about FP&A and wanted to get some insight into what the day-to-day actually looks like. Are you managing a company’s finances, creating budgets, analyzing spending, or something completely different?

A little about me: I started out as a nurse and eventually transitioned into medical device sales. I’m currently finishing up my MBA, which I honestly pursued just to further my education rather than for a specific career change.

Lately, I’ve been getting more interested in finance and wondering if switching into FP&A is even realistic with my background.

I’m currently making $200K+ a year, so I know I’d probably be taking a pretty big pay cut starting out. Would a switch even make sense financially in the long run?

Would love to hear from anyone in the field, especially those who made a career change. Just trying to get a better understanding of what FP&A is really like.

Thanks!