Master 30 Accounting interview questions covering reconciliations, financial reporting, and audit scenarios.
Question 18 of 30
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Bobbi Witt is an HR Manager and Senior Level Finance and Accounting Consultant. Her experience includes 9 years at a Fortune 500 company where she held a wide range of financial and management accountabilities.
"Though I've never worked with a client on their financial future, I've taken several classes in financial planning and investing and two years ago, invested one thousand dollars into the stock market. I got a 6% return on my investment, which I reinvested. I intend to be able to retire by age 50 with smart investments."

Bobbi Witt is an HR Manager and Senior Level Finance and Accounting Consultant. Her experience includes 9 years at a Fortune 500 company where she held a wide range of financial and management accountabilities.
"I helped over one hundred happy customers at my last position. I have a portfolio of clients that want to stay with me wherever I travel to ensure they get the same kind of attention and care for their financial futures. My biggest client alone made over two million from the advice I gave him and is currently in early retirement at 42. He'll be living comfortably for the rest of his life. He's investing his extra money for his kids' college and futures after college."

Bobbi Witt is an HR Manager and Senior Level Finance and Accounting Consultant. Her experience includes 9 years at a Fortune 500 company where she held a wide range of financial and management accountabilities.
Financial planning has to do with the stock market. This could be for a financial analyst position or financial planning position. This means looking at someone's finances, finding out how much they can and will invest, and where they should invest it. It requires an analysis of their age, financial status, and the length of time they want to invest.
This can be used for anything from saving for retirement to someone wanting to make big market money moves with a day trader.

Bobbi Witt is an HR Manager and Senior Level Finance and Accounting Consultant. Her experience includes 9 years at a Fortune 500 company where she held a wide range of financial and management accountabilities.
"Last year I worked with an elderly couple to invest some of their retirement into a growth mutual fund for their granddaughter's college fund. At this point in time, it has grown by 12% in one year so with their initial investment of ten thousand dollars, that little girl should be able to be anything she wants and have extra cash to spend or invest in her future."

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Written by Bobbi Witt
30 Questions & Answers • Accounting

By Bobbi

By Bobbi