My boyfriend is an intern at a custodian bank and he’s finishing his last year majoring in finance in undergrad so he is trying to get a full time job. He’s currently located in New York and did his internship in NY but looking to move and get a position in South Florida (around Fort Lauderdale/Miami/Boca). He would love to stay with his current company however if they don’t have a spot in the areas in Florida, what are some options he can look out for? Any suggestions of people who did something similar? Anything helps!

I saw an inquiry post about this company from 2yrs ago, but the responses in comsec mentioned that no one had tried working there yet. I just want to ask if anyone has already worked at this company since then. I’ll be going for an interview with them kasi for an internship, but seeing that others were hesitant to apply due to the limited information available online, I’ve also become hesitant about attending the interview.

I’m currently (29) with a bachelor in BA graduated in 2019 and still trying to figure out what path I should take. I don't really have a passion, I don't mind working with numbers. First, here is my career experience: Sales (2.5 years), product management (1 year), Advisor service (financial services) (2.5 years) This was like a CS role working with Financial Advisor instead of actual customers. Current role Customer service OPs Analyst (1 years). Extract data from Power Bi, Analyze the data, create dashboards for the team. I'm currently practicing SQL after work and once I understand SQL, then practice Python. I plan on incorporating financial understanding to my studies to move into corporate finance. I'm trying to look for more of a stable job and climb up the ladder. I feel like Data analytic is very saturated and very difficult to find a job. But is this doable even if I don't have Financial experience? I plan on getting my masters but with a company that'll pay for it.

I look forward to reading any suggestions or from anyone who had similar experiences.

https://docs.google.com/forms/d/e/1FAIpQLScQz5vhCaN\\_TMYsTtxZ-tQ9zW9lcEkfDybcI26tg6xLtvnBLw/viewform?usp=dialog

tots po huhu

I joined infosys as fresher last year currently working as Senior associate consultant and I want to switch in finance role asap I am applying to many companies but no positive response even people on linkedln don’t reply.
can anyone help?

Hi everyone,

I recently received an offer for the Financial Modelling Analyst graduate scheme at Operis in London. The base salary is £35k (rising to £38k after probation) + a £1k signing bonus, with CFA sponsorship.

Given my academic background, I want to ensure this role builds a highly scalable skill set rather than boxing me into a narrow niche.

My Profile:

Academics: 4 A*s at A-Level (Maths, Further Maths, Physics, Chem), First Class Honours from the University of Manchester in BSc Actuarial Science and Mathematics.

My Questions for Senior Analysts:

Skill Transferability: Operis is highly specialized in Project Finance and infrastructure model auditing. If I spend 2 years here mastering their modeling methodology, how transferable are those skills to general Corporate Finance, Corporate Development, or Senior FP&A roles at FTSE 100 / global firms?

The "Auditor" Stigma: A lot of the early work is Model Audit (checking formula logic, tax rules, and macro errors in huge Excel sheets). Does the market view this as a premium, highly disciplined technical skill, or will I be viewed as a back-office checker rather than a commercial analyst?

The Pay Gap: Given my 4 A*s and a First in Maths/Actuarial Science, £35k feels quite low for London. Does the technical training at a boutique like Operis provide enough career velocity to catch up to higher-paying corporate or banking schemes within a few years?

I’d love to hear from any financial analysts who transitioned out of specialized modeling/auditing boutiques into broader corporate careers. Thanks!

Hii I am scheduled for final interview in San Miguel Corp tomorrow as finance analyst. Any tips specially for technical questions????

Background in financial data, FX/commodities advisory, and financial data across roles in India, and London. Here's a quick rundown of my profile:

**Corporate Treasury Analyst (Current Role)**
Advising 15+ corporates on FX, interest rate, and commodity hedging. Structuring derivatives -seagulls, range forwards, cross-currency swaps - across 7+ currency pairs. Built a 5-year USD/INR rolling hedge model in Excel with dynamic weighting, breach-flagging, and scenario analysis. Also produce macroeconomic currency decks and handle client onboarding.

**Financial Data Analyst, London**
Data acquisition and validation for 16,500+ funds across 140+ life and pension schemes with £1B+ AUM. Ran quality checks across 100,000+ row files, reducing data discrepancies by 10%. Extensive analysis executed for funds across EMEA.

**Financial Data Administrator, London**
Managed 200,000+ datapoint datasets in Excel within regulatory requirements. Flagged irregularities for audit readiness, produced compliance reports.

**Education:** MSc Finance and Investment, Russell Group University (distinction)

**What I can help with:**

* Excel - financial data analysis, dashboards, etc.
* FX/commodities data and research
* Currency decks, understanding of fx/commodity options structures
* Data entry, validation, and cleaning
* Business presentations and financial decks
* Web research and data collection

Based in India, available for remote freelance work. Please DM with any opportunity suited for my profile, greatly appreciate it :)

Hello everyone,

I’m a software developer, and over the past several months, I’ve been building an independent financial workspace called ClearGuidance Studio. I wanted to share the "why" behind it and hopefully get some brutal, honest feedback from the analysts and advisors in this community.

The project started out of sheer frustration with modern financial tech stacks. It feels like software today is deeply fragmented into two extremes:

1. Over-gamified retail apps that treat stock analysis like a lottery ticket, leaning entirely on moving average lines or surface-level metrics while hiding the core equations.
2. Rigid legacy enterprise platforms that force you into a massive "data cold start," locking you out of granular control over your variables unless you pay for thousands of dollars in bloat you don't use.

I wanted to build a workspace that treats both independent professionals and self-directed investors like adults.

The core focus of the platform is total mathematical transparency. If you are building a Discounted Cash Flow (DCF) model or checking a margin of safety threshold, you shouldn't have to guess how the software is bridging the inputs. The engine exposes the analytical frameworks completely, giving you absolute manual control over terminal growth boundaries and macroeconomic assumptions under a live market environment.

The application is fully functional, completely live, and I just deployed our early production builds to Apple TestFlight for testing on iOS and iPadOS.

I am not looking to sell anyone anything here. What I genuinely need are analytical minds to stress-test the interface, look at the data pipelines, and tell me where the friction is. If you use valuation engines daily in your workflow or personal research, your feedback would be incredibly valuable to how I refine the next version layers.

If you’d like to jump into the workspace and test the engines out, the open TestFlight link is down in the comments (to respect community guidelines).

Appreciate your time and any insights you can share on what a perfect fundamental workspace looks like to you!

\​

Hi everyone,

I'm currently working in FP&A and am considering the AI for Finance certification (CAF) from Symbiosis Distance Learning.

Has anyone completed this course? Did it help with job opportunities, interviews, or applying AI in your finance role? Would you recommend it, or are there better alternatives for someone in FP&A?

Thanks!

What are the core practical skills required for Equity Research Analyst job and how can i get into wealth management or boutique investment firms.

I have applied to nearly 1,000 Financial Analyst and FP&A jobs in the United States within the last two months, but I have received only one interview invitation.

Most applications result in automated rejection emails, and many companies never respond. I know the current job market is competitive, but this response rate makes me believe something is seriously wrong with my resume, targeting strategy, application answers, or overall profile.

I would appreciate honest feedback from financial analysts, FP&A professionals, recruiters, hiring managers, ATS experts, and international graduates who successfully found jobs in the United States.

My professional background, outside of U.S.

I have approximately six years of fintech experience, including Financial Analyst and Senior Financial Analyst roles.

My experience includes:

• Budgeting and forecasting
• Financial planning and analysis
• Variance analysis
• Financial reporting and modeling
• Revenue, cost, and business performance analysis
• Transaction and expense monitoring
• Advanced Excel, SQL, Power BI

My education

• Master of Science in Business Analytics from a U.S. university
• MBA with a concentration in Supply Chain Management, outside of U.S.
• Bachelor of Business Administration in Finance, Outsize of U.S.

My education and work experience are connected, but they may appear mixed. My professional experience is primarily in finance and fintech, while my most recent degree is in business analytics.

I thought this combination would strengthen my profile for Financial Analyst, FP&A Analyst, Business Analyst, and Finance Analytics positions. However, I am concerned that recruiters may view my background as unfocused or unclear.

How I currently apply

• I tailor my resume for nearly every job description.

• I use Claude AI and follow a consistent resume tailoring workflow.

• I match relevant financial skills, keywords, tools, and responsibilities from the job description.

• I only include experience I genuinely have.

• I keep my resume to one page.

• I do not use tables, columns, graphics, icons, or complicated designs.

• I usually submit a Word document instead of a PDF because I assumed ATS platforms could read it more accurately.

• I apply through Workday, Greenhouse, Jobvite, iCIMS, LinkedIn, and company career websites.

• I am currently located in XYZ, Oklahoma, but I am willing to relocate anywhere in the United States.

• When an application asks whether I currently or in the future require employment sponsorship, I have been selecting “No.” I am currently working under OPT, and I am unsure whether I am interpreting or answering this question correctly.

My biggest concerns

1. Resume format

Should I upload a PDF or Word document?

Does the best format change depending on whether I apply through Workday, Greenhouse, Jobvite, iCIMS, or another ATS?

2. Resume positioning

Does my combination of finance experience, business analytics education, and fintech background make me look unfocused?

How can I connect these areas more clearly so recruiters immediately understand my value?

3. Location and relocation

Could listing XYZ, Oklahoma on my resume cause recruiters in other states to reject me?

Should I write:

XYZ, OK | Open to Relocation Nationwide

Should I remove my city and state, or mention relocation in my professional summary?

4. Sponsorship questions

As someone currently working under OPT, how should I correctly answer questions about current and future employment sponsorship?

Could my answers be causing automatic rejection later in the application process?

5. AI resume tailoring

Could tailoring every resume with AI make the language sound unnatural, overly optimized, or filled with too many job description keywords?

Is it better to create two or three strong resume versions instead of changing the resume for every application?

6. ATS rejection

How can I tell whether my resume is being rejected by an applicant tracking system or reviewed and rejected by a recruiter?

Are there reliable ways to test ATS readability without paying for misleading resume scoring services?

7. Application strategy

Is applying to nearly 1,000 jobs a sign that my targeting is too broad?

Should I reduce online applications and spend more time on referrals, LinkedIn networking, recruiter outreach, alumni connections, and direct messages to hiring managers?

I am looking for direct feedback

Please tell me honestly:

• Which part of my strategy appears to be wrong?

• What should I fix first on my resume?

• Which sections should I rewrite, remove, shorten, or reorganize?

• Which job titles best match my education and experience?

• Is my location reducing my chances?

• Am I applying at the wrong experience level?

• Is OPT likely to be the main reason for my rejection rate?

• Would anyone with finance recruiting or FP&A experience be willing to review a redacted version of my resume?

I am not looking for encouragement only. I am looking for specific, constructive feedback that can help me identify the problem and improve my results.

After nearly 1,000 applications and only one interview, I know I need to change something. I just need help understanding exactly what that is.

Thank you for reading and sharing your experience.

We tried all the available AI on the market and for the cost it’s absolutely garbage 1 serious your paying for PE beta version problems which when resolved will increase your subscribing cost big time because when they crack it 18-24 months time everyone will flood there, smaller co’s will take the kings shilling and scale - re cash calc and FE - still not integrated properly.

Anyway got so pissed off listening to the garbage spouted about what ai could do I just furiously built my own on Claude which presentation and personalisation wise not perfect but hugely complainant super time saving and very efficient. Just using cheap notes recorder the novelty of the oh it spits out my notes in financial planning order is not pathetic / I think a couple of these firms will die: m4 chip MacBook loads of storage would go fucking mental whenever you plugged into this best of breed system - I noticed it ai just white labelled ai that was being used and it was not good

Anyway I’ve been an ifa 20 years chartered for years etc…. If anyone’s genuinely got something to offer the get in touch. The big problem I can see is automating your research - I’m nearly there but not quite / if some one has this this reliable and presentable and wants to get in touch to collaborate on a full scale suitablity systems Get in touch:

Or maybe there are groups of ifas etc who are pioneering this stuff

Gimmie a shout if you think there value

S

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