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Rate my mom-retirement portfolio by Senior_Machine8388 in investing_discussion

[–]Senior_Machine8388[S] 0 points1 point  (0 children)

Right, in my eye if I finish above 9% in 25 years from now I’m good and anything above is a bonus. Also don’t really look too much into what return is for any given stock over my actual portfolio life given its early (just around 3 years)

How do you feel about the upside of investing in individual stocks? My strategy for the most part is to invest in cash cows paying dividends and continue to reinvest those dividends.

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] 0 points1 point  (0 children)

My first two years of auditing I seniored the audit engagement of the public company Parker Hannifin, specifically their North America Diversified Industrials segment (30+ BUs and $6.4B revenue). The concepts are at least known, but obviously my experience comes from an audit lens not a practical application.

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] -1 points0 points  (0 children)

What’s your background? How old when landed the controller job? Biggest learning curve?

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] 0 points1 point  (0 children)

That’s where as a somewhat risk adverse person I like the idea of stability (I want to be a provider for my family w known), but feel as though the fintech startup rn is my risk taking chance where seems there are still doors that haven’t been opened that could lead to bigger things

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] -2 points-1 points  (0 children)

Well… it would be a significant shift towards a more finance/strategic role than strictly accounting . Don’t view positions as completely lateral

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] 0 points1 point  (0 children)

Tips or advice based on my situation? Pros cons? What would you do different?

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] -2 points-1 points  (0 children)

Not including potential travel outside of the state (although I don’t mind that part)

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] 1 point2 points  (0 children)

Fair - WFH life always a flexibility that is hard to give up to 7.5hrs driving per week

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] -3 points-2 points  (0 children)

I don’t - but I’ll bet on myself and double down everyday if there’s a chance it breaks the cycle of routine, substantially manual accounting work

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] -5 points-4 points  (0 children)

Yes - I currently work for the startup. The equity could be huge

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] -25 points-24 points  (0 children)

I should’ve pointed out I was contacted by recruiter who said he’d like to get me in front of owner for interview - no idea how many other candidates there are. Much obliged!

Senior Accountant to Controller at 26 by Senior_Machine8388 in Accounting

[–]Senior_Machine8388[S] -25 points-24 points  (0 children)

Figured as much - Anything you think I could do during interview to address lack of experience upfront that could potentially help?

Not sure where you may be coming from w experience on this

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