Practical Tips for Advancing Your Career in Accounting & Finance
Career advice to help you land your next role in a competitive field.
Whether you’re just starting out or aiming for the C-suite, building a successful career in accounting and finance takes more than just number-crunching skills. It requires a combination of technical expertise, strategic thinking, and the ability to stand out in a competitive job market. To help you move up the ladder, we’ve gathered insights from the Lyneer Search Group team, offering practical tips to help you advance your career.
1. Keep Your Skills Sharp
The accounting and finance industries are evolving rapidly, with new technologies and regulations emerging all the time. Staying ahead means continuously developing your skills.
“Being proactive about learning is key,” says Michael Block, Associate Client Partner at Lyneer Search Group. “Consider certifications like CPA, CFA, or CMA to build credibility and showcase your commitment to growth.”
Take advantage of online courses, webinars, and industry conferences to deepen your expertise. Many companies also offer tuition reimbursement for certifications—so don’t hesitate to ask your employer about these opportunities.
Pro Tip: Check out our Industry Reports page to stay updated on the latest trends shaping accounting and finance.
2. Network Like a Pro
Building relationships with colleagues, mentors, and industry professionals can open doors to new opportunities.
“Networking isn’t just about handing out business cards,” says Vincent Crochunis, Senior Client Partner. “It’s about making genuine connections. Engage with others by asking questions and offering value—people remember that.”
Consider joining professional organizations like the American Institute of CPAs (AICPA) or attending local finance meetups. LinkedIn is also a powerful tool for expanding your network—don’t just connect; engage with posts and start conversations.
3. Communicate Your Value
Strong communication skills are often what set finance professionals apart, especially as they move into leadership roles.
“Your technical skills get you in the door, but your ability to explain complex financial concepts to non-financial stakeholders will set you apart,” says Lisa Simon, Senior Search Consultant.
To sharpen your communication skills, practice explaining financial data in clear, concise terms. Participating in cross-departmental projects can also help you learn how to tailor your messaging to different audiences.
4. Be Strategic About Your Career Moves
Advancing your career doesn’t always mean climbing straight up the ladder—sometimes, a lateral move can set you up for future success.
“Don’t be afraid to take a role that broadens your skill set,” says Sean O’Loughlin, Search Consultant. “For example, moving from auditing to financial planning can give you a more holistic view of the business, making you more marketable in the long run.”
If you’re unsure about the next step, working with a recruiter can provide valuable insights into how your experience aligns with market demands. Our Jobs page features opportunities tailored to professionals in accounting and finance.
5. Build Your Personal Brand
Your reputation matters. What do colleagues think of you? What does your online presence say about your expertise?
“Think of yourself as a brand,” says Karen Childers, Director of Branding & Content at Lyneer. “Your LinkedIn profile, your interactions with colleagues, and even how you approach projects contribute to how others perceive you professionally.”
Optimize your LinkedIn profile with a professional headshot, a compelling summary, and clear details about your skills and achievements. Don’t forget to share industry insights and engage with posts to position yourself as a thought leader.
6. Stay Open to New Opportunities
Sometimes, the best career moves are the ones you didn’t plan. Staying open to new opportunities can help you uncover paths you hadn’t considered before.
“Some of the most exciting roles I’ve placed candidates in were opportunities they initially hesitated to explore,” says Alex Kokos, Search Consultant. “Keeping an open mind can lead to roles that challenge and grow you in unexpected ways.”
Even if you’re not actively searching, maintaining contact with a recruiter can help you stay informed about roles that might align with your goals.
7. Take Initiative and Demonstrate Leadership
Leadership isn’t limited to job titles—it’s demonstrated through actions.
“Taking initiative, whether it’s leading a project or mentoring a colleague, showcases your ability to add value beyond your job description,” says Brian O’Hara, Associate Client Partner. “These moments not only build your reputation but also make you stand out for promotions and new opportunities.”
Volunteer for challenging tasks, proactively solve problems, and communicate your contributions to leadership. Taking initiative signals that you’re ready for greater responsibility.
8. Seek Out Mentors and Sponsors
Mentors provide guidance, while sponsors actively advocate for your career growth. Both are critical for advancement.
“Having someone in your corner can make a huge difference,” says Sandra Burreci, Senior Search Consultant. “Mentors help you navigate challenges, and sponsors can open doors you didn’t even know existed.”
Don’t hesitate to approach leaders in your organization or industry. A simple email expressing admiration for their work and asking for advice can lead to a valuable connection.
9. Know When to Make a Move
Sometimes, advancing your career means looking beyond your current organization. If you’re feeling stagnant or underutilized, it might be time to explore new opportunities.
“Our clients are always looking for professionals who are ready to take on new challenges,” says Scott Noga, Managing Partner. “Don’t be afraid to explore what’s out there—you might find the perfect role that aligns with your goals.”
Visit our Jobs page to browse opportunities or Contact Our Team to connect with a recruiter.
Ready to Advance Your Career?
Advancing in
accounting and
finance requires a combination of continuous learning, strategic decision-making, and building strong relationships. At Lyneer Search Group, we’re here to help you take the next step. Whether you’re looking for a new role or advice on navigating your career,
our team is ready to support you.
