A CAREER CHANGE TO FINANCE WITH HARNEET AS YOUR MENTOR

HARNEET KAUR

FINANCIAL ANALYST, AUDITOR, CREDIT RESEARCHER, PROJECT MANAGER, BLOGGER, FINANCIAL COACH

Bangalore, Karnataka, India

MENTOR SESSIONS:

• Hourly:  Phone / Skype/Zoom
• $50/ Hour
  

• On-Site: Half, Full or Multiple Days
• N/A

[Click on images to enlarge]

Harneet Kaur has 8+ years of corporate experience in various business and financial domains like credit research, financial analysis, global reporting, internal/external audits, and project management. She holds a postgraduate degree in Finance from Xavier University and B.Com Honours degree from Delhi University.

She has been a financial advisor helping businesses/people manage their personal finances to maximize returns while mitigating risks. She is quick to suggest strategies to squeeze expenses and right investment channels to earn passive income.

Harneet has mentored students for the past 5 years, helping them bridge the gap between theory and practice in a pragmatic approach. She teaches them how to monetize their skill sets to fulfill their financial goals. She knows all about financial career options, she makes sure she suggests to you the career path based on your specific skill sets.

She believes that increasing financial literacy will help people take their first step toward financial freedom. To spread financial knowledge, she started writing financial blogs on personal finance, stock market, and other financial topics like financial analysis, debt covenants, accounting concepts etc.

Harneet is seasoned financial advisor with who aims to help people know that managing finances is easy, just needs a disciplined behaviour and willingness to earn financial rewards.

Sign up now by clicking on this button:

Make the move to gain the insight you desire to fully evaluate the opportunities for in finance.

It is easy to do! Use the green button below to view the Reservation Form to select me as your mentor. This starts the process of scheduling your mentoring session. I will contact you soon by email to set up time for our discussion.

Looking forward to it,

Harneet

The financial services industry works with individuals, businesses, and government sectors. You can find people in this field working throughout the world.

Some of the most visible areas are:

• Investment Banking
• Commercial and Retail Banking
• Financial Management
  
• Credit and Collection
• Risk Management
• Financial Reporting and Audit
  
• Insurance
• Venture Capital and Private Equity
• Hedge Funds
• Accounting
• Tax Preparation
• Software Development

Likely entry-level jobs for a career change to finance could be:

• Financial Advisor
• Tax Associate
• Financial Analyst
• Auditor
• Credit Associate
• Banking Associate
• Accountant
  

Some other finance roles are:

• Financial Planner
• Public Accountant
• Corporate Finance Roles
• Investment Advisor

These are just some of the opportunities for individuals who want to make a career change to finance. Your next career could evolve as you learn more about the best way to make a career transition through a mentor who can guide you.

There is a great deal of thought that goes into evaluation of a career change. Some of the things you should consider are:

1. Do my skill sets blend in, that is, fit with the demands of this career switch. You should be comfortable with and even enjoy accounting, finance, and economics.
2. Take a good look at your interpersonal skills to see it they are compatible. It is a good idea to look at your work experience as you scour for similarities in skills needed.
3. Are your technical skills sufficient to meet the demands of this arena? Excel and other software tools are a key part of the world of finance.
4. Understand which of your skill sets in your current role are transferable and where you may have gaps. Consider where you may fill those gaps with a mentor, online courses, or study on your own.
5. Talk with experienced individuals like our mentors to help provide insight and a better understanding of day-to-day issue, as well as unusual items you may come across. Your mentor could answer your questions and guide you in a direction for your new job.

This last point is one to examine again for your career change to finance. To move from your current job to a new career, you should do a great deal of research. An efficient way to do that is to talk with someone who has been there. Actually, those who have succeeded as finance professionals are the ones who can help you the most in your new role.

Talk to your mentor, Harneet in this case, to learn how people succeed in a finance career, which mistakes to miss, and how you personally can make the transition in this major career change.