Financial Analyst
(Female, Age 28) from Middleton, WI
This is a REAL-LIFE job profile written by a Female aged 28 who works as a Financial Analyst in Middleton, WI. We have removed all names and personal information in order to protect privacy. This professional kindly spent a bit of their time to complete one of our job profile surveys so that prospective job seekers like you could read their insights. Please excuse any punctuation or grammatical errors in this profile.
At a Glance
Current Job
Basic data on your current job
| Job Title | Financial Analyst |
|---|---|
| Salary | $42,000 |
| Other Compensation | None Set |
| Hours/Week | 40 |
| Company Size | (not answered) |
| Location | Middleton, WI |
| Years Experience | 2 years |
Career Ratings
Opinions on your CAREER overall (i.e. not just your current job)
| Years in Career | 0 |
|---|---|
| Education | (not answered) |
| Income Rating | 0 / 10 |
| Interest Rating | 0 / 10 |
| Work-Life Rating | 0 / 10 |
| Fulfilment Rating | 0 / 10 |
Current job Q&A
Describe the type of organization you work for.
I work for a financial investment firm with 200 employees locally, 1000 nationally.
Describe your job role and responsibilities.
I work in financial investment working with consumer accounts.
Please list an additional benefits (beyond compensation) that you receive.
matching 401k up to 6%, health care, 3 wks vacation
Do you feel you are under/over or well/fairly compensated at your current position?
well compensated
Does your job entail you working with others on a daily basis? Is this something you like/dislike about your job? Please explain.
I like that many of the people I work with are my age. I like that the customers I work with come to me for help, so they work with me.
Do you work collaboratively with supervisors/managers?
Yes
Do you work collaboratively with your co-workers?
Yes
Describe your work location (e.g., office, home, theatre, in the field) and what you like/dislike about working in it.
na
Please rate each of the following aspects of your current job on a scale of 1-10 (10 being the highest/best):
Income: 5
Benefits: 6
Hours: 3
Co-Workers: 2
Supervisors: 1
Job Title: 8
Level of Responsibility: 7
The Actual Work: 4
A day in the life of…
Please describe a typical workday for you in your current job:
| 5am to 6am | |
| 6am to 7am | |
| 7am to 8am | Prepare for my meetings for the day. Look through their files. Look at the financial news. |
| 8am to 9am | Meetings |
| 9am to 10am | Meetings |
| 10am to 11am | Paperwork and submit account changes |
| 11am to 12pm | Lunch, paperwork |
| 12pm to 1pm | meetings |
| 1pm to 2pm | meetings |
| 2pm to 3pm | Misc |
| 3pm to 4pm | MIsc |
| 4pm to 5pm | Meetings |
| 5pm to 6pm | |
| 6pm to 7pm | |
| 7pm to 8pm | |
| 8pm to 9pm | |
| 9pm to 10pm | |
| 10pm to 11pm | |
| 11pm to 12am |
Table of Contents
How you got your job
How did you get your current job?
newspaper
What was the application process?
submitted resume
Did you have to interview for your current job? If yes, what did the interview process entail?
yes, I had two interviews with different groups of people.
If you can remember, what questions were you asked during the interview?
my experience, what can I offer, why I wanted the job
Do you feel your employer properly prepared you for your job? Explain.
Yes, I learn very fast and if new things came up I knew who to go to.
Was there training for your current position? If yes, what did it entail?
I shadowed fellow employees for 2 weeks to learn my new job position. I got welcome to the company training. When new things came up I received help from co-workers.
Do you feel your educational background prepared you for your job? Explain.
Yes, the fundementals I learned in college helped me with many aspects on the job.
If applicable, do you feel your internship experience helped you prepare for your job?
If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
to shadow someone with the job that they would like.
What skills do you think a person should have if they want to pursue a position like yours?
Interest in the money world, able to advise others with high risk dollar amounts,
Do you feel that you need a certain level of education or training to be successful in your job?
bachelor degree in finance
What advice would you give to someone who was about to start work in your position/ line of work?
If you love numbers and aren’t afraid of managing hugh amounts of money, it’s a lucrative and fun job. It can be monotomous at times, but there are rewards.
Long-term career plans
Is your current employment part of your overall career plan? Why or why not?
Yes, I want to continue but become a supervisor in the near future
What are your current career goals?
To work my way up the ladder into supervision.
Is there anything else you would like to share about your career?
No
Prior work history
Please list your most recent jobs prior to this current job:
| Title | Length | Salary | Description | |
| Prior Job 1 | Financial Specialist 3 | 4 years | 30000 | Financial reporting |
| Prior Job 2 |
Educational background
Please list your educational background:
High School GPA:3.8
| GPA | School | Degree | |
| College (Undergraduate) or Technical/Vocational |
3.7 | UWM | Finance |
| Graduate or Professional (Masters or Doctorate) |
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