Business Analyst Discussions
Benefits

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Advice needed: looking to leave public accounting and tax for good. I have two offers between a financial analyst and an accountant role. Based on your experience, which of the two has the best/better exit opportunities (should I decide to pursue the finance realm or something else) and better work life balance? The bigger pay as an analyst is tempting, but the company benefits are meh.

Between two offers, "Associate Principal" for m&a consulting in the Healthcare industry vs a Director at a F300 company doing M&A and Partnerships. Consulting pays about 50k more. What does the future look like in consulting? I am a bit nervous jumping from from "industry side" to the "consulting side".

Anyone here know anything about Unify Consulting? They reached about looking for senior roles to build their National Healthcare and Life Science vertical.

Can we discuss the sad state of affairs that is the Publicis maternity/paternity leave?

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

What are the benefits like at Rsm? Senior here

Hello! Anyone work at GE Healthcare?

What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

What are benefits of working with a content strategist on a project?

What are strong must-have traits of a good content strategist?

Trying to build a case for my agency to hire our first CS!

KPMG US announces deep pension and 401k benefit cuts. And no raises unless your one of the few being promoted.

What is a simple way to explain to my boyfriend that investing in equity with an expected return of 10% is better than paying off debt that is growing at a rate of 6%. He has student loans and is adamant that he wants to pay all of them off immediately before saving any retirement money. I understand that many individuals use this strategy but I think investing in index funds for the long haul is better from a wealth accumulation perspective, without even factoring in tax implications of 401k

Has anyone left EY and submitted a wageworks reimbursement in their last two weeks that they got paid for?

Hello there audit folks! Anybody considering a shift to financial due diligence? Happy to discuss opportunities at EY, please DM me if interested. We are really looking for folks with healthcare or tech experience and can move extremely quickly during the interview process. I've been in the group for years and transitioned as a senior so can share the positives and negatives.

Travel reimbursement…what’s the rule of thumb for when a client is considered out of town? Mileage, distance etc?

And, what’s required to be covered? Been out of the traditional consulting model for a few years now…

I’m clueless about 401ks. If I go to a new job does all that money I put into my 401k transfer with me? I’ve heard both yes and no so I am confused

Hot take: I like our decentralized staffing model because I can work in any industry and it creates less of a “class divide” between offices

Any copywriters (in branding/otherwise) currently report to a strategist instead of a CD? Trying to have an open mind about them approving copy without judgement but it’s like pulling teeth for me.

I have seen that Some people are seriously demeaning Publicis Sapient looks like they have a personal grudge. I would suggest to connect with your HR and manager in PS or look for right people on LinkedIn.

How does everyone find their clients?

Cherry Creek North - is this a safe and walkable neighborhood?

What’s everyone doing for NYE? Thinking about Liberty or Copley but unsure if Liberty is worth the $205/person ticket cost… (27M & 26F couple) not interested in a southie party

One of my coworkers thinks she deserves more PTO than it is allowed in our agency because she's "struggling". We all struggle with our own battles but she's being very rude about it. How can we handle this?

I realized I've been a dummy for getting a job at a creative agency and not working on my portfolio. Most of the projects I've taken on, I've done so as a way to support others without taking much credit for it. Now, a better opportunity came along and I don't have anything to show for my talent as a designer. ALWAYS take credit for what you do, even if it's not your project to begin with.

Do you ever get disheartened by all the content you're pushing out, only to get a few people to engage with it?

Be honest… do you know how to build a sales funnel?

Best influencer search tools or strategies for sourcing?

Can someone point to the documents having list of mobile approved by PwC (for work profile ).

What do you submit for Nagarro Research Allowance ? Any option of submitting some fake things here?

Has anyone worked Corp Dev at a BB or large financial institution. Wonder comp and work life balance for analyst. Have 1 year of IB experience. Likewise, have a super day with 4 MDS, wondering if anything specific should be prepped for the interviews. Thank you!

Spent 10 years in big4, M&A. Looking to move to Corp Dev. Looking for any advice on making the pivot.

Hi! Does anyone have any Christmas gift ideas for a 30 year old female (currently pregnant)? She loves almost all designer brands, but I’m hoping to keep it under $500... (sister-in-law).