The world of finance offers an array of career opportunities, each with its own unique set of challenges and rewards.

If your dream is to become a CFO, dive into FP&A, or explore the fascinating realm of Business Intelligence, this guide provides a comprehensive look into the key responsibilities, skills, and career progression for each major finance function.

Let’s explore the different paths available and the essential skills you’ll need to thrive.

Finance Career Paths: Roles, Skills, and Opportunities

Here are the top 3 finance career paths you can pursue:

#1: Accounting

A career in accounting or audit begins with building a solid foundation in financial principles and developing a keen eye for detail.

Both accounting and audit roles are essential for ensuring the accuracy and integrity of financial information, though they have distinct focuses.

Accountants typically concentrate on financial management, reporting, and analysis, while auditors focus on compliance and internal controls.

Education and Qualifications

To start in either accounting or audit, you will need a bachelor’s degree in Accounting, Finance, or a related field. Certifications like CPA (Certified Public Accountant) or CMA (Certified Management Accountant) can further enhance career prospects, allowing progression to senior roles in accounting, while certifications like CIA (Certified Internal Auditor) or CISA (Certified Information Systems Auditor) are valuable in audit.

Career Path Overview

Early Roles

Junior Accountant or Auditor positions, which involve financial statement preparation, record-keeping, and compliance tasks. Mastering these foundational responsibilities is crucial for progressing in either field.

Progression in Accounting

Moving up to roles like Senior Accountant, focusing on month-end closings, tax preparation, and overseeing junior staff’s work. With experience, accountants can advance to management roles, such as Accounting Manager, where they develop policies and oversee department-wide financial reporting.

Progression in Audit

Auditors may advance to Internal Auditor roles, focusing on compliance and assessing internal controls. Over time, they can reach positions like Audit Manager, where they lead audits and advise on risk management and regulatory compliance.

How to Progress

Accounting

Build expertise in financial principles and accounting software. Certifications like CPA or CMA are essential for career advancement.

Audit

Focus on regulatory standards and risk management. Certifications like CIA or CISA, alongside CPA and ACCA, enhance audit credentials.

In both fields, networking, industry updates, and leadership experience (mentoring and managing small projects) are crucial for career growth.

Staying informed on changing standards and technologies, like cloud accounting or data analytics, adds a competitive edge.

#2: Financial Planning & Analysis (FP&A)

FP&A is critical for guiding a company’s financial strategy. This field involves analyzing data, managing budgets, and providing insights that help executives make informed decisions.

FP&A professionals play a vital role in aligning financial goals with business objectives by forecasting performance and identifying key areas of opportunity or risk.

Education and Qualifications

To begin a career in FP&A, a bachelor’s degree in Finance, Economics, or Business Administration is generally required.

Certifications such as FPAC (Financial Planning & Analysis Certification) can enhance your qualifications, as can relevant courses in financial modeling, data analysis, and strategic management.

Advanced certifications like the CFA (Chartered Financial Analyst) are highly regarded by those seeking to deepen their expertise in finance and investment.

Career Path Overview

Entry-Level Role: Junior FP&A Analyst

As a Junior FP&A Analyst, you will analyze financial data, prepare financial reports, and create financial models.

These models help management make strategic decisions by forecasting trends and evaluating potential investments or cost-saving initiatives.

Proficiency in Excel, analytical thinking, and effective communication are essential skills at this stage, as you will frequently present data to support business insights.

Progressing to Senior FP&A Analyst

In a Senior FP&A Analyst role, responsibilities expand to managing budget areas, collaborating with various departments on performance initiatives, and presenting complex financial analyses to senior management.

This position requires a solid understanding of both financial data and broader business strategy, as you begin to directly influence business decisions. Skills in financial modeling, scenario analysis, and working with BI tools are valuable for this role.

Moving into Finance Manager

At the Finance Manager level, you would lead the financial planning process, oversee budgeting across the organization, and drive company-wide performance initiatives.

This role requires strategic insight, leadership, and the ability to guide junior analysts.

Finance Managers often work closely with senior leaders to set financial targets, assess potential investments, and oversee the health of the organization’s finances.

How to Progress

To advance in FP&A, focus on refining your financial modeling skills and developing a deep understanding of the business’s key performance drivers. Courses in data analysis, visualization, and business intelligence tools like Power BI or Tableau will enhance your ability to present insights clearly and impactfully.

Pursue certifications like FPAC, CFA, or advanced Excel and data analysis courses to strengthen your credentials. Actively seek cross-functional projects to gain exposure to different areas of the business, such as marketing, operations, and strategy, as this will help you build strong relationships across departments and better understand the financial impact of business decisions.

With these skills and experiences, FP&A professionals are well-positioned for higher-level roles that combine financial insight with strategic decision-making, such as Finance Director or Chief Financial Officer (CFO).

Similar Roles in Financial Analysis, Modeling, and Valuation

FP&A intersects with several specialized finance roles, including:

• Financial Modeling: Creating detailed models that forecast a company’s financial performance under various scenarios. Financial modelers are highly sought after in both corporate finance and investment analysis, as they provide essential data for decision-making.
• Valuation: Specialists in valuation focus on determining a company’s or asset’s worth, which is crucial for investment decisions, mergers and acquisitions, and financial reporting. Valuation experts often work closely with FP&A teams, especially when assessing potential acquisitions or investment opportunities.
• Corporate Finance Analyst: These professionals support capital structuring, investment, and financing decisions. They often collaborate with FP&A teams to assess financial health and advise on cost-saving or growth initiatives.

Each of these roles requires strong analytical skills, financial acumen, and proficiency in data interpretation.

Many finance professionals start in FP&A and later branch into one of these niches, broadening their career opportunities and specialization.

#3: Tax

Tax professionals play a critical role in ensuring compliance with tax regulations, managing tax obligations, and optimizing tax strategies.

Education and Qualifications

To pursue a career in tax, a bachelor’s degree in Accounting, Finance, Economics, or a related field is generally required. Certifications such as CPA (Certified Public Accountant) or CTA (Chartered Tax Adviser) are valuable in advancing within the tax field.

Additionally, the ACCA (Association of Chartered Certified Accountants) credential is highly regarded, especially for roles with an international tax focus.

Specialized Knowledge and Skills

Tax roles require a blend of accounting, economics, and legal knowledge to navigate the complex landscape of tax laws and financial regulations.

Tax professionals need a solid understanding of accounting principles, with strong knowledge in economics and legal frameworks to effectively identify tax-saving opportunities, manage risks, and ensure compliance with both local and international tax laws.

Career Path Overview

Entry-Level Roles: Tax Associate or Assistant

In entry-level positions, such as Tax Associate, responsibilities typically involve preparing tax returns, conducting basic tax research, and assisting with benchmarking analysis.

This role often requires preparing compliance files and supporting senior tax professionals in tax filings and audits.

Progressing to Tax Senior

As a Tax Senior, you’ll take on more complex tax issues, oversee the work of associates, and offer tax planning and advisory services.

Professionals may also begin to specialize in areas such as corporate income tax (direct tax) or VAT/GST (indirect tax), depending on your organization’s needs.

Advancing to Tax Manager

As a Tax Manager, you will oversee the tax department, develop and implement tax strategies, and collaborate on tax matters with various stakeholders.

In addition to managing the team and ensuring compliance, Tax Managers regularly monitor changes in tax legislation and evaluate their impact on the organization.

How to Progress

To advance in tax, focus on deepening your knowledge of tax regulations and staying current on changes in tax law.

Certifications such as CPA, CTA, or ACCA are valuable for career progression.

With a mix of technical skills, legal knowledge, and strategic thinking, tax professionals can progress to senior roles such as Tax Director or Chief Tax Officer, where they oversee the organization’s entire tax strategy and compliance framework.

Finance Leadership Roles: Reaching the Top

Finance leadership roles require a broad range of skills, including strategic thinking, effective communication, and in-depth industry knowledge.

Chief Financial Officer (CFO)

The Chief Financial Officer directs and oversees all financial activities of the company, including strategic planning, risk management, funding, and managing financial teams.

To progress to this role, you must gain diverse experience across different finance functions, such as accounting, FP&A, and treasury.

To succeed as a CFO, strong communication skills are crucial, as you will need to effectively communicate with stakeholders across all levels.

Additionally, making informed decisions under pressure and demonstrating strong leadership abilities will set you apart.

Pursuing certifications like CPA, CFA, or an MBA can enhance your prospects, and seeking mentorship from experienced CFOs can provide valuable guidance.

How to Progress

To progress towards a CFO role, build a broad foundation of experience across various finance functions, such as accounting, treasury, and FP&A.

Pursue advanced education, such as an MBA, and certifications like CPA or CFA. Focus on developing leadership skills by taking on roles that involve managing teams and making strategic decisions.

Building a strong network of mentors and industry contacts can also provide valuable insights and opportunities for career advancement.

Controller

A Controller directs and coordinates all accounting operations, oversees financial reporting, and ensures compliance.

This role requires a strong foundation in accounting standards and regulations, proficiency in financial systems, and expertise in designing effective internal controls.

Progressing to the role of Controller involves gaining experience in various accounting functions, such as auditing, compliance, and management accounting.

Certifications like CPA or CMA are often necessary, and experience in increasingly senior roles will help you develop the skills needed for success.

How to Progress

To progress toward a Controller role, focus on gaining experience in different aspects of accounting, such as audit, compliance, and financial reporting.

Pursue certifications like CPA or CMA to demonstrate your expertise.

Take on responsibilities related to internal controls and financial analysis, as these are critical skills for a Controller.

Additionally, seek opportunities to manage small teams or projects to develop your leadership abilities.

Specialized Teams in Finance

Beyond traditional finance roles, specialized teams provide opportunities to carve out a unique career path in finance.

Treasury and Cash Management Roles

The Treasury Team is responsible for managing the company’s financial resources, ensuring liquidity, and optimizing the capital structure.

Treasury roles are well suited to those with a strong understanding of financial analysis, market trends, and an aptitude for effective communication.

To begin your career in treasury, you may start in financial analysis roles that help you build a foundation in funding and capital markets.

Pursuing certifications like CTP (Certified Treasury Professional) can further support your career progression.

How to Progress

To advance in treasury, focus on building expertise in areas such as cash management, liquidity planning, and capital markets.

Pursue the CTP certification to demonstrate your specialized knowledge.

Gain experience by working on projects related to funding, investments, and risk management.

Developing strong relationships with banks and financial institutions is also crucial for career growth in treasury.

Treasurer

The Treasurer is a senior-level role responsible for collaborating with executives to define the company’s long-term financing needs.

They manage a team of finance professionals who implement cash management procedures and oversee the capital structure.

Key responsibilities include securing long-term financing, managing investment strategies, and overseeing risk management efforts like hedging to protect against interest rate or currency risks.

• Core Responsibilities: Establishing long-term financing strategies, managing capital structure, and leading risk management efforts.

Cash Manager

The Cash Manager is responsible for the company’s cash balances and banking activities.

They manage credit facilities, corporate credit cards, and bond issuances, as well as execute payment runs, electronic funds transfers, and other payment processes to ensure smooth cash flow.

This role focuses on maintaining liquidity for daily operations by forecasting cash needs and minimizing idle cash.

• Core Responsibilities: Managing cash balances, overseeing banking activities, and executing payments to support day-to-day operations.

Credit Manager

The Credit Manager develops and enforces the company’s credit policies, which are essential for managing working capital.

They assess creditworthiness, set credit terms for customers, and establish vendor payment terms.

By managing collections and credit risk, the Credit Manager ensures cash flow stability and minimizes potential bad debt.

• Core Responsibilities: Creating credit policies, assessing credit risks, managing collections, and optimizing working capital.

Business Intelligence (BI)

Business Intelligence (BI) roles in finance involve gathering, analyzing, and structuring data to drive decision-making.

BI professionals manage dashboards and compile reports that provide insights into business performance, making data analytics and proficiency with BI software (such as Tableau or Power BI) essential skills.

Starting your career in BI typically involves gaining experience in data analysis or IT to build a technical foundation.

With the continued development of your skills and expertise in BI tools, you can progress into roles that drive data-based decision-making for the finance function.

How to Progress

To progress in BI, focus on building strong skills in data analysis, data visualization, and BI software like Power BI or Tableau.

Pursue certifications or courses in data analytics to enhance your expertise.

Seek opportunities to work on cross-functional projects that allow you to understand business needs and provide actionable insights.

As you gain experience, aim to lead data initiatives that influence decision-making and business strategy.

Cross-Functional Finance Roles

Cross-functional roles bridge the gap between finance and other areas of the business, emphasizing collaboration and strategic partnership.

Business Partnering

Business partnering involves acting as the bridge between finance and operational departments, managing financial support, and prioritizing business needs to ensure alignment with company goals.

Strong interpersonal skills, communication abilities, and strategic thinking are essential for success in this role.

To progress in business partnering, you need experience across different business functions, enabling you to understand the needs and challenges of operational teams.

Roles involving cross-functional collaboration and relationship management are key to developing the skills required for success.

How to Progress

To progress in a business partnering role, focus on building strong relationships with operational and finance teams.

Develop a deep understanding of business operations by working on cross-functional projects.

Enhance your communication skills to effectively convey financial insights to non-finance stakeholders.

Seek opportunities to present financial data to senior management and be proactive in identifying areas where finance can add value to operational decision-making.

Wrapping Up

Finance is a dynamic field, and each career path offers a unique mix of challenges, learning, and growth opportunities.

No matter your goal – whether it’s to reach the top of corporate finance, become a business partner, or excel in data-driven finance roles like BI—continuously building skills and seeking new learning opportunities are essential.

Finance professionals should also focus on building their network – participating in industry events, connecting with mentors, and staying updated with financial trends are all valuable strategies for growth.

Continuous learning, adaptability, and a commitment to improvement are key drivers of long-term career success in finance.

FAQ

Q: How can I progress to the role of Chief Financial Officer (CFO)?

A: Gaining diverse experience across different finance functions is crucial. This includes working in accounting, FP&A, and treasury. You should also pursue advanced certifications, participate in executive training programs, and seek mentorship from current CFOs.

Q: What is the best way to advance in FP&A?

A: Start by mastering financial modeling and analysis, then take on responsibilities like budget management. Certification in FP&A or CFA is highly recommended, as is networking to learn best practices in the field.

Q: What are the key steps to advance in an Accounting Team?

A: Begin with entry-level accounting roles, expand your knowledge through certifications (CPA, CMA, ACCA), and gain experience in different aspects of financial reporting. Continuously update your skills with changing accounting standards and new technologies.

Q: What skills are essential for a successful career in Treasury?

A: To build a successful career in Treasury, it’s important to develop strong analytical skills to assess financial data and market trends. Additionally, effective communication is crucial when liaising with banks, investors, and internal teams. A certification like CTP (Certified Treasury Professional) can also provide an edge in this field.

Q: How can I excel in a Business Partnering role?

A: To excel in Business Partnering, focus on building strong relationships with both finance and non-finance teams. Effective communication is key to understanding the needs of operational departments and ensuring financial support aligns with company goals. Gaining experience across various business functions will also provide valuable insights for strategic decision-making.

We know the importance of having a strong CV that will give you an edge over the other candidates for the job you want.

But what is a strong CV?

Your CV is basically the showcase of your education, skills, and experience.

Crafting your tailored CV will increase your chance of landing your dream job and building your career.

This week, I will show you my top 10 tips for creating your winning CV.

Top 10 CV Tips to Land Your Dream Job

#1: Add a Title

Start your CV with a title that aligns with the job you’re targeting.

This immediately tells the hiring manager that you are a relevant candidate.

For example:
If you are applying for a senior FP&A position, your title can be: “FP&A MANAGER – 15 years’ experience in Manufacturing”

#2: Highlight Relevant Skills

Ensure that your CV prominently displays the skills relevant to the job.

Your budgeting, forecasting, and variance analysis skills should be in the spotlight for an FP&A role. However, don’t list them as skills without explanation; rather, say how you demonstrated these skills.

For example:

“Streamlined the budget process by reducing the number of iterations from 5 versions to 3 versions” or “performed an analysis on profitability which highlighted the need to increase the price of product X by 5% to maximize the profitability.”

#3: Quantify Achievements

Show your impact through numbers.

Rather than saying “reduced month-end close time,” say “reduced month-end close by 2 days”.

Also, display the results of your impact like:

• Cost reduction: in the context of continual hourly rate increase over the last 10 years due, we inverted the trend and reduced the hourly rate (-3%) and standard costs (-$5M) the last 2 years through structure costs reduction, productivity, and additional workload

#4: Use Action Verbs

Begin bullet points with action verbs like “managed,” “developed,” or “implemented.”

This shows you’re proactive and saves space.

Also it sends strong message to your potential employer that you can carry on responsibility and get things done.

#5: Tailor Your CV

No two jobs are the same, and neither should be your CVs.

Tailor your CV to match the job description and requirements.

For example:

If you are applying for an FP&A job, make sure that your CV matches the job requirements, like years of experience, projects completed, etc.

#6: Keep It Concise

In most cases, your CV should be no longer than two pages.

Prioritize information that adds value to your application.

Use the space to display your most notable achievements, experience, and skills that are highly relevant to the job you are applying for.

#7: Proofread

Small errors can suggest a lack of attention to detail.

Proofread thoroughly and have someone else review it, too.

I have read so many CVs with obvious mistakes which disqualified the applicant.

Remember, finance is a job where attention to detail is important.

Go through your CV a few times and make sure that you don’t have discrepancies or mistakes before applying for the job.

#8: Formatting Matters

Keep your formatting minimalistic and consistent.

Proof check tabulation, bullet point styles, break lines, font sizes, etc.

#9: Software Skills

Be specific with your software skills.

For example:

Strong skills in Excel (taught Excel to 120 people, built Financial Models, at ease with Pivot, advanced formulas, and PowerQuery)

Also, instead of mentioning “Advanced Excel skills,” highlight your abilities to perform Financial Modeling, create Pivot Tables, or use Advanced Formulas.

#10: Focus on Recent Experiences

Spend more space detailing your last two roles and be more succinct with earlier ones.

Recency often matters most to hiring managers.

For example:

FP&A Manager at Manufacturing Goods Company (3 years)

• Support multi-year budget of a 500-people plant with an annual turnover of $120M
• Restructuring plan for 50 persons presented to management and group
• Managed a team of 3 FP&A Analysts on industrial activities. Responsible for hiring and training the team (team built from scratch)

Bonus

Get my FP&A Template for free

Final Words

Each role here has its own unique charm and challenges. Whether you dream of becoming a CFO, want to dive into FP&A, or are fascinated by Business Intelligence, this guide is for you.

We’ll break down the key responsibilities and must-have skills for each finance function. Also, you will see how you can progress in each!

The Finance Function Explained

Here are the different finance roles and teams:

#1: Chief Financial Officer (CFO)

Key Responsibilities:
Direct and oversee the financial activities of the company.

Key Skills:

• Communication: Develop strong interpersonal skills to effectively communicate with stakeholders at all levels.
• Decision-making: Cultivate the ability to make strategic decisions under pressure.
• Management: Enhance leadership skills to manage finance teams and collaborate with other executives.

How to Progress:
Focus on gaining comprehensive experience in various financial roles, from accounting to strategic planning. Pursue advanced degrees or certifications (e.g., CPA, CFA, MBA) and seek mentorship from established CFOs. Regularly participate in executive training programs to refine leadership and decision-making abilities.

#2: Controller

Key Responsibilities:
Directing and coordinating all accounting operational functions.

Key Skills:

• Technical Knowledge: Stay updated on accounting standards and regulations.
• Proficient in Financial Software: Master various accounting software and ERP systems.
• Internal Controls: Develop and maintain robust internal control systems.

How to Progress:
Build a strong foundation in accounting through certifications like CPA or CMA. Gain experience in different areas of accounting, such as audit and compliance. Seek roles with increasing responsibility to develop leadership and management skills.

#3: Financial Planning & Analysis (FP&A)

Key Responsibilities:
Manages financial analysis, budgeting, and forecasting activities.

Key Skills:

• Budgeting: Learn to create and manage detailed budgets.
• Forecasting: Develop skills in predicting financial trends and outcomes.
• Financial Analysis: Enhance your ability to analyze financial data and generate insights.

How to Progress:
Gain experience in various financial roles to understand different aspects of business operations. Pursue certifications like CFA or FP&A and continuously improve your analytical and forecasting abilities. Network with professionals in the industry to stay abreast of best practices and emerging trends.

#4: Treasury Team

Key Responsibilities:
Managing financial resources, ensuring liquidity, and optimizing capital structure.

Key Skills:

• Analytical Proficiency: Hone your ability to analyze financial data and market trends.
• Effective Communication: Develop strong communication skills to liaise with banks, investors, and internal teams.
• Adaptability: Be flexible in responding to market changes and financial challenges.
• Strategic Thinking: Enhance your ability to think strategically about financial resource management.

How to Progress:
Start with roles in financial analysis or corporate finance to build a strong understanding of financial management. Gain experience in treasury operations and consider certifications like CTP (Certified Treasury Professional). Develop a solid network within the finance industry.

#5: Accounting Team

Key Responsibilities:
Financial closing, accounts payables & receivables, reconciliation.

Key Skills:

• Knowledge of Accounting Standards: Stay current with GAAP or IFRS.
• Proficiency in Accounting Software: Master accounting software and ERP systems.
• Internal Controls: Develop and implement effective internal control systems.

How to Progress:
Begin with entry-level accounting roles and seek opportunities to work on different aspects of financial reporting. Obtain certifications such as CPA or ACCA and pursue continuous education to keep up with changing standards and technologies.

#6: Tax Team

Key Responsibilities:
Prepare tax provisions, returns & reports. Find solutions to complex tax issues.

Key Skills:

• Tax Skills: Deepen your understanding of tax laws and regulations.
• Written Communication: Improve your ability to communicate complex tax issues clearly.
• Compliance: Ensure adherence to tax compliance requirements.

How to Progress:
Start in tax advisory or compliance roles and gain experience with different types of tax returns and issues. Obtain relevant certifications like CPA or EA (Enrolled Agent). Stay updated on tax laws and participate in continuous learning opportunities.

#7: Business Partnering

Key Responsibilities:
Own the relationship with the operational departments. Manage & prioritize demand.

Key Skills:

• Communication: Strengthen your communication skills to effectively partner with operational departments.
• Organization: Enhance your ability to manage and prioritize multiple demands.
• Influence: Develop persuasive skills to influence business decisions.

How to Progress:
Gain experience in various business functions to understand operational needs. Develop strong interpersonal skills and seek roles that involve cross-functional collaboration. Consider further education in business management or leadership.

#8: Business Intelligence (BI)

Key Responsibilities:
Gather, analyze, compile & structure data. Manage BI software, dashboards & reports.

Key Skills:

• Data Analytics: Improve your skills in analyzing and interpreting data.
• BI Software: Master BI tools like Tableau, Power BI, or others.
• Visualization: Learn to create clear and impactful data visualizations.
• Demand Management: Develop skills to manage and prioritize data requests.

How to Progress:
Start with roles in data analysis or IT to build a strong technical foundation. Gain expertise in BI tools and software. Continuously update your skills through certifications and courses in data science, analytics, and BI tools.

Bonus: 30 Finance Jobs

Here is a list of 30 existing jobs for finance professionals:

1. Chief Financial Officer (CFO) – Manages financial operations of a company.

2. Financial Controller – Oversees accounting and financial reporting for a company.

3. Treasurer – Manages a company’s cash flow and investments.

4. Mergers & Acquisitions (M&A) Analyst – Analyzes potential acquisitions or mergers for a company.

5. Financial Planning & Analysis (FP&A) Manager – Analyzes financial data to support business decisions.

6. Accountant – Prepares and maintains financial records for individuals and organizations.

7. Investor Relations Manager – Communicates with investors and analysts about a company’s financial performance.

8. Internal Auditor – Ensures a company’s financial and operational processes are efficient and effective.

9. Tax Manager – Manages a company’s tax compliance and strategy.

10. Credit Analyst – Evaluates creditworthiness of clients or companies.

11. Financial Compliance Officer – Ensures a company complies with financial regulations.

12. Payroll Specialist – Calculates and processes employee payroll.

13. Accounts Receivable Accountant – Processes incoming payments from customers.

14. Accounts Payable Accountant – Processes outgoing payments to vendors and suppliers.

15. Cost Estimator – Calculates the cost of producing a product or service.

16. Inventory Accountant – Manages a company’s inventory and cost of goods sold.

17. Risk Manager – Identifies and mitigates potential financial risks for organizations.

18. Financial Reporting Manager – Manages a company’s financial reporting process.

19. Business Controller – Analyzes and manages a company’s overall financial performance.

20. Commercial Controller – Analyzes and manages a company’s sales and marketing activities.

21. Project Controller – Analyzes and manages the financial aspects of a project.

22. Industrial Controller – Analyzes and manages the financial performance of a manufacturing or industrial operation.

23. Internal Control Manager – Ensures a company’s compliance with internal control procedures.

24. Reporting Analyst – Develops and produces reports on a company’s performance.

25. Business Intelligence Analyst – Analyzes data and develops insights to support business decisions.

26. Data Analyst – Collects, cleans, and analyzes data to support business decisions.

27. Actuary – Analyzes financial risk using statistics and modeling techniques.

29. Portfolio Manager – Manages a portfolio of investments for an organization.

30. Budget Analyst – Analyzes and manages a company’s budget.

Last Words

Remember, gaining experience and improving your skills is key. Keep learning, stay curious, and don’t forget to network with others in your field. With dedication and hard work, you can reach your professional goals in finance.

Do you know what are the differences in their roles?

Knowing what the management does is going to help you in your career.

CEO, CFO, and COO are the most essential roles in each company.

Let’s discover together what they do.

Differences between CEO, CFO and COO

1. Their Main Leadership Roles

• CEO leads the company
  
• CFO manages finances
  
• COO oversees the day-to-day operations

2. On Strategic Vision

• CEO drives strategy, growth, and innovation
  
• CFO ensures stability and establishes discipline
  
• COO implements the strategic initiatives

3. What Are Their Stakeholder Relations?

• CEO represents the company to stakeholders and is the public face
  
• CFO reports financials to the board and shareholders
  
• COO liaises between different departments to ensure smooth execution

4. Their impact on the Company’s Values & Benchmarks

• CEO sets corporate values
  
• CFO sets financial benchmarks
  
• COO ensures operational processes align with these values

5. Their Role in the Market Strategy

• CEO drives global expansion
  
• CFO optimizes existing markets
  
• COO manages operational aspects of market penetration

6. What is their Client Focus?

• CEO focuses on client acquisition
  
• CFO focuses on client retention
  
• COO enhances service delivery to facilitate both

7. Their Involvement with Risk Management

• CEO sets the company’s risk appetite
  
• CFO manages risk
  
• COO mitigates operational risks

8. Their Relation to the Brand

• CEO develops the brand
  
• CFO tracks the performance
  
• COO optimizes operational efficiency to uphold the brand promise

9. Their Role in Investments

• CEO determines investment strategy
  
• CFO manages investment portfolios
  
• COO allocates resources to meet strategic objectives.

10. Their Involvement in the Product Lifecycle

• CEO drives product development
  
• CFO monitors product profitability
  
• COO coordinates product manufacturing and delivery

Last Thoughts

Each of these roles brings unique strengths and perspectives to the organization, driving it toward success in different but complementary ways. The CEO leads with a vision for growth and innovation, the CFO ensures financial stability and accountability, and the COO manages the day-to-day operations to ensure that strategic goals are met. These roles can help you better navigate your career and contribute more effectively to your company’s success.

BONUS

Get my CFO Cheat Sheet for free with the most valuable CFO resources.

FAQ

Q: What is the primary responsibility of a CEO?

A: The CEO is responsible for leading the company by setting its strategic direction, driving growth, and fostering innovation. They also represent the company to stakeholders and are the public face of the organization.

Q: How does the CFO contribute to the company’s success?

A: The CFO manages the company’s finances, ensuring stability and establishing financial discipline. They report financial performance to the board and shareholders, optimize existing markets, and manage investment portfolios to support strategic objectives.

Q: What does the COO focus on in their role?

A: The COO oversees the day-to-day operations of the company, ensuring that strategic initiatives are implemented effectively. They liaise between departments to facilitate smooth execution, enhance service delivery, and mitigate operational risks.

Q: How do these roles interact with stakeholders?

A: The CEO represents the company to external stakeholders and acts as the public face. The CFO communicates financial performance and stability to the board and shareholders. The COO works internally, ensuring that different departments collaborate effectively to achieve company goals.

Q: What role do these positions play in managing risk?

A: The CEO sets the company’s overall risk appetite, determining how much risk the company is willing to take on to achieve its goals. The CFO manages financial risks, ensuring that the company’s financial health is safeguarded. The COO focuses on mitigating operational risks to ensure smooth and efficient processes.

As a finance professional, it’s important to stay up-to-date with the latest industry trends and best practices. One way to do this is by obtaining professional finance certifications.

These certifications not only demonstrate your expertise in a particular area but also increase your value to employers and clients.

In this blog post, we will discuss the top certifications for finance professionals, including their benefits, examples, and tips.

Top 10 Finance Certifications

Here are the explanations of the top 10 finance certifications.

 

CPA – Certified Public Accountant

US State Boards of Accountancy offers the Certified Public Accountant (CPA) certification.

This certification indicates expertise in accounting, tax preparation, and financial planning.

In other words, CPAs can work in a variety of industries, including public accounting, corporate finance, government agencies, and non-profit organizations.

Some examples of CPAs include CEOs like Tim Cook of Apple and Jeff Immelt of General Electric.

CMA – Certified Management Accountant

The Certified Management Accountant (CMA) certification is offered by the Institute of Management Accountants (IMA).

Therefore, this certification demonstrates proficiency in financial planning, analysis, control, and decision support.

Most importantly, CMAs can work in various industries, including manufacturing, healthcare, education, and government agencies.

Some examples of CMAs include the CFOs of companies like Intel and Procter & Gamble.

CFA – Chartered Financial Analyst

The Chartered Financial Analyst (CFA) certification is offered by the Chartered Financial Analyst Institute.

Also, this certification is recognized as a leading certification in investment analysis and portfolio management.

Therefore, CFAs can work in various industries, including investment banking, asset management, and hedge funds.

For example, CFAs include Warren Buffet of Berkshire Hathaway and Charles Schwab of Charles Schwab Corporation.

FMVA – Financial Modeling and Valuation Analyst

The Financial Modeling and Valuation Analyst (FMVA) certification is offered by the Corporate Finance Institute (CFI).

This certification demonstrates expertise in financial modeling, valuation, and analysis.

FMVAs can work in various industries, including investment banking, private equity, and corporate finance.

Some examples of FMVAs include professionals working in investment banks like Goldman Sachs and Morgan Stanley.

FRM – Financial Risk Manager

The Financial Risk Manager (FRM) certification is offered by the Global Association of Risk Professionals (GARP).

This certification shows proficiency in identifying, assessing, and managing financial risk.

FRMs can work in various industries, including banking, insurance, and consulting.

For example, FRMs include professionals working at companies like JPMorgan Chase and PwC.

FPAC – Certified Corporate FP&A Professional

The Association for Financial Professionals (AFP) offers the Certified Corporate FP&A Professional (FPAC) certification.

This certification demonstrates proficiency in financial planning and analysis, budgeting, forecasting, and decision support.

FPACs can work in various industries, including corporate finance, consulting, and government agencies.

For instance, FPACs include professionals working at companies like Amazon and Microsoft.

CA – Chartered Accountant

The Local Institutes of Chartered Accountants issues the Chartered Accountant (CA) certification/

This certification indicates expertise in financial accounting, taxation, and auditing.

As a result, CAs can work in various industries, including public accounting, corporate finance, and government agencies.

Moreover, some examples of CAs include professionals working at companies like KPMG and Deloitte.

ACCA – Chartered Certified Accountant

The Association of Chartered Certified Accountants offers the Chartered Certified Accountant (ACCA) certification.

This certification demonstrates expertise in financial management, taxation, and audit. ACCAs can work in various industries, including accounting firms, financial institutions, and consulting.

For instance, ACCAs include professionals working at companies like HSBC and Ernst & Young.

CIA – Certified Internal Auditor

The Certified Internal Auditor (CIA) certification is offered by the Institute of Internal Auditors (IIA).

This certification shows proficiency in internal auditing, risk management, and control.

CIAs can work in various industries, including corporate governance, internal audit, and compliance.

In addition, some examples of CIAs include professionals working at companies like Nike and Pfizer.

CTP – Certified Treasury Professional

The Association for Finance Professionals (AFP) offers the Certified Treasury Professional (CTP) certification.

This certification demonstrates proficiency in managing corporate treasury operations, cash, and risk management. Therefore, CTPs can work in various industries, including banking, corporate finance, and government agencies.

Additionally, some examples of CTPs include professionals working at companies like Bank of America and Citibank.

Tips for Choosing the Right Certification

Choosing the right certification can be overwhelming, so here are a few tips to help you make the best decision:

• Research the different certifications and their requirements to ensure they align with your career goals and interests.
• Consider the time commitment and cost associated with obtaining the certification.
• Furthermore, look for certifications that your industry and potential employers or clients will recognize
• Seek out advice and recommendations from colleagues or mentors who have obtained similar certifications.
• Moreover, consider the value the certification will add to your career and the opportunities it may provide.

Conclusion – Professional Certificate Can Determine Your Career

Obtaining a professional certification can enhance your career in finance and demonstrate your expertise in a particular area.

Whether you want to work in accounting, financial planning, risk management, or treasury operations, there is a certification for you.

However, there is a better alternative!

Are you ready to take your finance skills to the next level? Sign up now for our course and start mastering the fundamentals of finance today!

Here’s why our course is better than obtaining financial certifications:

• It’s cheaper: Why would you pay thousands of dollars for certification when you can learn the same material for a fraction of the cost?
• Real-life examples: Our course is packed with real-world examples to help you understand financial concepts and apply them in practical situations.
• Taught by a finance thought leader: With over 14 years of experience and 400k followers, I’ve seen it all when it comes to finance. You’ll learn from someone who’s been there and done that.
• Faster: Our course is designed to help you learn quickly and efficiently. You won’t waste any time on material that isn’t relevant to your goals.
• Lifetime access: Once you sign up for our course, you’ll have lifetime access to the material. You can revisit it anytime you need a refresher or want to learn more.

Finally, don’t miss out on this opportunity to take your finance skills to the next level. Click the link to sign up now!

Key Takeaways

• Professional finance certifications enhance industry knowledge and demonstrate expertise.
• Top certifications include CPA, CMA, CFA, FMVA, FRM, FPAC, CA, ACCA, CIA, and CTP.
• Research certification requirements, consider industry recognition, and seek advice before choosing.
• Certifications can boost careers in accounting, financial planning, risk management, or treasury operations.
• An alternative to certifications is a comprehensive course offering cost-effectiveness, real-life examples, expert instruction, efficiency, and lifetime access.

FAQ

1. Why should finance professionals consider obtaining certifications?

Certifications showcase expertise, increase value to employers and clients, and validate proficiency in specific areas of finance.

2. What are some examples of finance certifications?

Examples include CPA (Certified Public Accountant), CMA (Certified Management Accountant), CFA (Chartered Financial Analyst), and FMVA (Financial Modeling and Valuation Analyst).

3. How do I choose the right certification for my career goals?

Research certification requirements, consider industry recognition, assess time and cost commitments, seek advice from mentors, and evaluate the value it adds to your career.

4. Are there alternatives to obtaining finance certifications?

Yes, a comprehensive finance course can offer cost savings, real-world examples, expert instruction, efficient learning, and lifetime access to materials.

5. What benefits can professional certifications or courses provide to finance professionals?

Certifications and courses enhance industry knowledge, validate skills, demonstrate expertise, and open up opportunities for career advancement in various finance sectors.

Are you ready to move from being an account and transition to FP&A?

FP&A is a critical function in any organization that requires individuals to provide financial insights to help the business make strategic decisions.

This is a highly sought-after role, and making the transition from accounting can be challenging.

Roadmap to Transition to FP&A

Here’s a roadmap to help you make the transition to FP&A.

Learn How to Analyze Sales, Margin, Overhead, and Headcount

Analyzing financial metrics such as sales, margin, overhead, and headcount is a critical skill for FP&A professionals.

Understanding how these metrics impact the business will make you more valuable to management.

Also, they will count on you to provide insights that can help drive business decisions.

Example:

You may analyze sales and margins to determine which products are most profitable and identify opportunities to increase revenue.

Therefore, analyzing overhead and headcount can help you identify cost-saving opportunities and improve overall efficiency.

Master The Budget Process

The budget process is a critical part of FP&A.

It is the process of developing a financial plan for the organization that aligns with its strategic objectives.

But, mastering the budget process will allow you to provide valuable input and bring you closer to management and other functional heads.

Example:

You may develop financial models and scenarios to help management make informed decisions about the budget.

This could include developing revenue forecasts or identifying cost-saving opportunities.

Be A Great Finance Business Partner

As an FP&A professional, you will work closely with various functions within the organization.

Being a great finance business partner means that you can navigate within the organization and make things happen.

Additionally, you need to be able to communicate effectively with other departments and understand their needs and challenges.

Example:

You may work with sales teams to develop pricing strategies or with operations teams to identify cost-saving opportunities.

By being a great finance business partner, you can build strong relationships and collaborate effectively with other functions within the organization.

Know How to Optimize Reporting

Reporting is a critical part of FP&A, but it can be time-consuming.

Knowing how to optimize reporting can make you more efficient at creating reports and allow you more time for value-added tasks.

Also, you need to be able to create reports that are accurate, timely, and informative.

Example:

You may develop dashboards and automated reporting systems to improve efficiency and accuracy.

Therefore, by optimizing your reporting process, you can spend less time on administrative tasks and more time on strategic analysis.

Use Storytelling for Finance

Using storytelling can help you communicate complex financial information in a way that is easy for others to understand.

As a result, the world rewards those who are best at communicating ideas, not necessarily those with the best ideas.

By using storytelling, you can help stakeholders understand financial concepts and make informed decisions.

Example:

You may use visual aids or anecdotes to illustrate financial concepts and help stakeholders understand the impact of their decisions on the business.

As a result, by using storytelling, you can engage your audience and make financial information more accessible.

Bonus/Last Tips

• Networking is key. Therefore, attend industry events and conferences to connect with other FP&A professionals.
• Invest in professional development. Consider taking courses or obtaining certifications to improve your skills and knowledge.
• Be adaptable and open to change. The finance industry is constantly evolving, and it’s important to stay up-to-date with the latest trends and technologies.

Final Thoughts – Transitioning Is Easy with The Right Skills

Moving from accounting to FP&A can be a challenging transition, but with the right skills and mindset, it is possible to succeed.

Therefore, by developing a roadmap that includes learning key financial metrics, mastering the budget process, being a great finance business partner, optimizing reporting, and using storytelling, you can position yourself for success in this exciting field.

Furthermore, remember to network, invest in professional development, and stay adaptable to stay competitive in the ever-evolving finance industry.

Do you have what it takes to be an effective finance professional in the next ten years? Get my course today and get on the right path toward achieving your goal!

Finally, don’t let interview questions catch you off-guard. Prepare effectively with this job interview guide for finance professionals.

Key Takeaways

• Transitioning from accounting to FP&A requires a set of unique skills.
• Learning to analyze financial metrics, mastering the budget process, being a great finance business partner, optimizing reporting, and using storytelling can help you succeed in FP&A.
• Networking, professional development, and adaptability are key to staying competitive in the finance industry.

Every company depends on finance, and interviews for finance roles may be very difficult. The finance interviewing process aims to evaluate a candidate’s understanding of basic financial principles and their practical application skills. Candidates who adequately prepare for the most common financial interview questions will be able to show that they comprehend financial ideas and illustrate how they’d apply those concepts in a particular circumstance.

Additionally, they will be able to articulate their thoughts clearly and express their views to others. As a result, it is important to prepare yourself for the most common finance interview questions.

What Kind of Questions Can You Expect in a Finance Interview?

You should be prepared to answer inquiries on your technical abilities and expertise, whether you’re applying for an FP&A role, investment banking, or another area of finance. You may, however, be asked behavioral questions about your work pattern and experience in addition to these technical inquiries. Therefore, I have made a list of some often-asked financial interview questions and advice on how to respond to them to help you be ready for your financial interview.

Most Common Finance Interview Questions

Here are the most common finance interview questions you can expect when applying for a job.

#1: Why Did You Choose to Work in Finance?

Explanation:

• Here, it’s important to explain your journey and why finance is important for you and for an organization. Mention all the advantages of working in finance.

Answer:

• Since I was a kid, I have loved mathematics and solving problems. Later, I also discovered an appetite for business topics. Finance became the best place to use and develop these skills. Finance being at the cross-road of all departments and all business topics, I can use my skills in the right function.

#2: What Is The Difference between Debit and Credit?

Explanation:

• Here, it’s important to understand how to book journal entries using debit and credit but also to map the P&L and Balance Sheet using debits and credit position. Make sure you can give an example.

Answer:

• Debit is what you have, and credit is what you owe. For example, a stock is shown as a debit, but a loan is shown as credit.

#3: How Does The Future of Finance Look Like?

Explanation:

• Here you need to have a clear understanding of what is the current state of finance and the possibilities to move towards a more efficient, value-added, and digitalized function. Make sure you can answer each of the main processes: general accounting, payables, receivables, tax, treasury, reporting, budgeting, and analysis.

Answer: 

• Digitalization is not a question anymore, but it should also not be the tree hiding the forest. What is important is to simplify processes and upskill people to provide more value.
  For example, having a clear booking and understanding of accounts payables from the people in charge and being able to minimize the manual process while improving the reporting functionalities should be a goal for each organization.

#4: What Is The Role of A Finance Business Partner?

Explanation:

• Here, you need to show that you understand the value of doing business partnering and what is expected from a finance business partner. Focus on the soft skills part and the role within the organization.

Answer: 

• The role of an FBP is to connect finance with other departments. Ensure you understand other departments’ needs and provide them with the information and help they need from finance. Make it easy for them to work with finance and put yourself in their shoes.

#5: What Do You Think Management Expects From Finance?

Explanation:

• For me, this is the most important question out of the most common finance interview questions. It can be a differentiator between you and other candidates. You need to know the general expectations but also already have an idea of the hot topics from the company you target.

Answer:

• Management expects finance to come up with insights and propositions for business decisions. Finance needs to be an actor in safeguarding the company’s financial interests and help plan the future of the company. A good finance function provides value by facilitating business decisions by giving insights, coordinating the actions plan with other departments, and measuring results.

The Bottom Line – Knowing The Most Common Finance Interview Questions is A Huge Advantage

The most common finance interview questions are intended to assist you in learning more about the financial sector and what to anticipate during your interview.

The financial sector is quite competitive, so be ready and conduct your study before your interview. I wish you the Best of luck in your next interview!

If you want to prepare yourself for your upcoming interview even better, you can get full access to my list of interview questions and answers here.

Additionally, you can take my course and subscribe to my newsletter to gain an additional advantage over other candidates in the world of finance.

Key Takeaways

• Finance interviews evaluate candidates’ understanding of financial concepts and practical application skills.
• Candidates should prepare for technical and behavioral questions relevant to the specific finance role.
• Familiarity with common finance interview questions provides a competitive edge.
• Responses should showcase skills, knowledge, and alignment with the organization’s goals.
• Being well-prepared enhances confidence and performance in finance interviews.

FAQ

1. What does the finance interviewing process assess?

• Finance interviews evaluate candidates’ grasp of financial principles, application skills, communication abilities, and alignment with the organization’s goals.

2. What types of questions might be asked in finance interviews?

• Candidates can expect technical questions testing their financial knowledge and skills, along with behavioral questions about work patterns and experiences.

3. How can I answer the question about choosing to work in finance?

• Explain your passion for mathematics, problem-solving, and business topics, emphasizing how finance allows you to utilize and develop these skills.

4. What is the difference between debit and credit?

• Debit represents what you have, while credit indicates what you owe. Use examples to illustrate the concept and its application in financial statements.

5. How should I address the future of finance question?

• Understand the trend toward digitalization and emphasize the importance of simplifying processes, upskilling, and adding value through improved insights and reporting.

For a time now, a profession in finance has remained incredibly popular and sought-after, and of course, there are pros and cons of working in finance. If you are analytical, mathematically proficient, and detail-oriented, finance can be your calling.

After earning your bachelor’s degree with a finance major, you can pursue a variety of career paths. This type of career is connected to significant economic areas, including banking, capital markets, and investments. Here are the pros and cons of working in finance to help you decide.

What Are The Skills You Need for A Career in Finance?

Regardless of whether they are classified as being on the buy side or sell side or where they would be located in a front, middle, or back office schematic, the following abilities are frequently applicable across most financial professions.

• Observation of details
• Interpersonal communication
• Critical thinking and ability to analyze
• Understanding of contemporary world events
• Cooperation and fostering of relationships
• Knowing how the financial system works

Pros and Cons of Working in Finance

Here are the pros and cons of landing a job in the finance sector.

PROS

• You participate in many strategic and operational discussions as often financials play a significant role in the decisions.
• You have access to both the past (financial statements) and future (budgeting) of your organization.
• Topics, industries, and seniority allow you many different career paths within the finance function.
• Many jobs in the financial services sector have a six-figure salary potential. Go-getters frequently make much more than the median income since many financial industry professions are salary plus commission.
• Given its high demand and ongoing growth, this field of work offers a steady career. Therefore, there are a variety of jobs available. The Bureau of Labor Statistics (BLS) projects that this industry will grow by 5% during the following ten years.
• Finance professionals have among the greatest levels of work satisfaction because of their extraordinary salaries, job stability, and possibilities for professional development.
• Every day, you’ll come across prominent people and organizations. You have a great chance to network with new individuals daily, which may lead to many opportunities. It typically comes down to who you know in this field rather than what you know.

CONS

• Financial services employment is not your usual 9 to 5 job. A third of all employees, or roughly, work more than 40 hours per week, and many do so significantly more.
• It can sometimes pay far too much attention to figures and less on qualitative factors.
• Challenges and stress are both present in the financial services industry. The workload changes significantly since many vocations are seasonal.
• You can silo yourself from the organization if you only speak with finance and only focus on your Excel files or ERP.
• Without technical skills, it’s hard to have a successful career.
• Even while the employment market is diverse and poised to grow, not everyone should pursue the necessary education to enter it. Finance is regarded as a challenging major on a global scale. Obtaining a license or the necessary credentials requires a significant amount of time and effort. Additionally, the examinations are really difficult.
• When people compare it to other degrees and jobs, finance is often seen as boring and monotonous. Those who are motivated by innovation and change could find this work uninspiring and monotonous. It’s possible to lose interest and motivation, which would damage your productivity. You can start to see absences as usual and occasionally feel stressed and frustrated.

Conclusion – Pros and Cons of A Finance Career

The pros and cons of working in finance frequently include high entrance barriers, intense competition for qualified candidates, and significant levels of stress. Nevertheless, these positions have many benefits, such as a demanding workplace, connection with smart and highly driven coworkers, chances for growth, and high income. Although many people enter the financial industry for the monetary possibilities, those who succeed tend to have a clear love for what they do.

If you want to pursue a career in finance or to level up your knowledge, you can take a step into the right direction by taking my course for finance professionals.

Being able to work with the Big 4 accounting firms is a major honor and accomplishment for many aspiring CPAs. In addition to providing the vast majority of auditing services globally, they are consistently ranked as among the greatest places to work.

Therefore, it goes without saying that it’s difficult to get employed by one of the Big 4 companies. However, there are several procedures you may follow to move closer to one of their four doors.

How Can You Get a Job in The Big 4?

Here are some tips on how to get closer to employment in the Big 4 accounting firms.

1. Begin by researching and gaining an understanding of the Big 4 accounting firms. Obtain information about their specific services and structure.
2. Develop a strong understanding of accounting principles and processes, and gain as much experience as possible. A degree in accounting or a related field is beneficial.
3. Get involved in activities and organizations related to accounting and finance. Professional certifications such as CPA, CFA, and CMA are also helpful.
4. Build a strong network of contacts in the accounting industry.
5. Apply to openings at the Big 4 accounting firms. Many of these firms offer internships and entry-level positions that can help you get your foot in the door.
6. Prepare for the interview process. Get ready to answer questions about your accounting experience and knowledge.
7. Demonstrate your commitment to the profession and your willingness to learn and grow.

Understand The Bigger Picture

Eventually, there are three strategies that can significantly improve your chances of landing a position with one of the Big Four.

• Requirements – To begin with, you must possess the necessary credentials to work for one of the Big Four accounting companies. Due to the prestige of the companies, only the most impressive applicants with the necessary credentials in terms of training, education, and certification have a solid chance of getting the job.
• Differentiation – Every year, a Big Four corporation receives a large number of fresh applications. Why should we choose to hire you over everyone else? You won’t stand out if your resume is identical to a hundred others that they have already viewed. You must find a method to set yourself out in a good way.
• An “In” – This adage is true for a reason—companies are far more likely to collaborate with and recruit someone if they already have a successful employee recommending them. It carries a lot less danger than betting on an unknown person. You might argue about the advantages of this strategy, but it doesn’t change the reality that receiving a warm introduction and a foot in the door can be a huge advantage.

The Bottom Line – Getting into A Big 4 Is Not Impossible!

To sum up, by following these tips and putting time and effort into developing yourself, you can definitely make it happen. I really hope you found these suggestions useful, and I wish you luck in your search for a position with one of the Big 4 in the near future!

Finally, if you want to receive more finance tips like this, feel free to sign up for my newsletter. If you subscribe, every two weeks, you will receive an email from where I share best practices, career advice, templates, and insights for Finance Professionals.