Guides

Finance career guides

Practical, evidence-led guides for finance CVs, interviews, qualifications and the roles you could move into. No hacks, no inflated promises.

Qualifications · FeaturedACCA vs CIMA vs ACA in 2026: Which Fits Your Finance Career?ACA suits audit and practice training contracts, CIMA suits FP&A and business finance, and ACCA covers the widest range of roles. Here's how to choose for the role you want, and how to show part-qualified status on your CV.7 min read

32 guides

Qualifications

ACCA vs CIMA vs ACA in 2026: Which Fits Your Finance Career?

ACA suits audit and practice training contracts, CIMA suits FP&A and business finance, and ACCA covers the widest range of roles. Here's how to choose for the role you want, and how to show part-qualified status on your CV.

7 min read
Job search

How Coffee & Excel writes its finance career notes

Practical, evidence-led finance career notes: what to expect, what we won't do, and where to start with your CV.

1 min read
Finance CVs

How to write finance CV achievements without inventing numbers

A source-backed method for turning finance responsibilities into clear evidence without making up metrics, scale or outcomes.

7 min read
Finance CVs

Your CV is not your history. It’s your invitation.

Choose the evidence that helps someone understand where you’re going.

6 min read
Interviews

Prepare deeply without sounding rehearsed.

A better way to practise answers while keeping your voice.

6 min read
Job search

The job description is a conversation starter.

Read beyond the requirements and find the problems the team actually needs solved.

6 min read
Finance CVs

How to write finance CV achievements without inventing numbers

Turn close, control, reporting and commercial work into credible evidence.

6 min read
Finance roles

A grounded investment banking CV guide

Structure transaction, analytical and teamwork evidence for analyst and associate applications.

6 min read
Finance roles

What makes an accounting CV feel credible

Show the rhythm of close, controls, audit and stakeholder work without turning your CV into a task list.

6 min read
Finance roles

From reporting to insight: an FP&A CV guide

Explain planning, forecasting and business partnering in language a hiring team can understand.

6 min read
Finance roles

How to write a risk or compliance CV with substance

Translate frameworks, testing and remediation into evidence of judgement and control.

6 min read
Job search

Moving into finance without pretending you started there

Map transferable evidence from operations, consulting, technology or another sector into a credible finance story.

6 min read
Interviews

Five STAR stories to prepare for a finance interview

A practical story bank for judgement, accuracy, challenge, deadlines and commercial communication.

6 min read
Finance CVs

Update your LinkedIn for a finance move without sounding generic

A manual, evidence-led way to make your headline, About section and experience tell the same story as your CV.

6 min read
Finance CVs

The finance CV review checklist

A calm final pass before you send a CV for an accounting, banking, risk or commercial finance role.

6 min read
Finance CVs

Finance CV summaries that give your experience direction

A practical guide to writing a finance profile that connects your evidence to the role you want next.

6 min read
Finance CVs

How to use finance CV keywords without sounding robotic

Answer the common questions about terminology, systems and role language while keeping your CV readable.

6 min read
Finance CVs

One-page or two-page finance CV: how to decide

A decision guide for choosing the format that gives your strongest evidence enough room without adding noise.

6 min read
Job search

The finance job-description evidence map

A worksheet for turning a job description into evidence questions before you edit your CV.

6 min read
Interviews

Build an investment banking interview story bank

A practical set of story categories for transactions, analysis, pressure, challenge and learning.

6 min read
Interviews

A framework for finance technical interview questions

How to structure answers about accounting, valuation, controls and commercial judgement without reciting a textbook.

6 min read
Finance roles

From audit task to audit evidence: a worked CV example

A clearly synthetic case study showing how to turn audit support into specific, defensible CV language.

6 min read
Finance roles

How to describe forecasting work on an FP&A CV

Translate planning cycles, assumptions and business partnering into evidence a hiring team can understand.

6 min read
Finance roles

Risk and compliance interview questions worth practising

A preparation guide to controls, escalation, remediation and judgement—without pretending these are guaranteed employer questions.

6 min read
Finance roles

Treasury careers: what the work involves and how to show it

A grounded guide to cash, liquidity, funding and risk evidence for treasury applications.

6 min read
Finance roles

Asset management and research CV guide

Show analysis, communication and investment reasoning without overstating calls, coverage or performance.

6 min read
Market data

Finance careers in numbers: what current published data shows

A dated, source-led reading of UK and US finance employment data, with definitions, comparisons and limitations made explicit.

9 min read
Market data

Finance hiring snapshot: August 2026

A dated snapshot of what official vacancy data can—and cannot—tell a finance candidate right now.

6 min read
Market data

What current research says about finance skills

A careful synthesis of recent professional research on technical depth, AI literacy and human judgement.

7 min read
Qualifications

ACCA, ACA or CIMA? Compare the routes by the decision you face

A neutral comparison of qualification routes, training context and questions to verify before committing.

6 min read
Job search

Variance, materiality and working capital: finance terms in plain English

A practical glossary that explains common finance language and why it matters in CVs and interviews.

6 min read
Job search

How to network in finance without asking for a job

A respectful message template and preparation method for learning from people in the work you want to understand.

6 min read