Currently evaluating a job opportunity and soliciting advice or feedback. Currently an SM in B4 FDD. Received an offer for a CFO role at a family office. Base comp and benefits appear similar to current role, but the potential upside equity may be better if their investments pay off in a few years. Not sure if my path to FDD partner is clear and would expect at least 5 years to be in that conversation at least. WLB at the new role is harder since there is a wide range of responsibilities.

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Would take it and run - more long term opportunity in being a CFO than only knowing TAS

likesmart

That's what I'm leaning towards too

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As an EY SM who is up for MD this year, I would 100% take it. The path up isn’t great any more.

likesmart

Agreed. Everything I'm seeing is pointing to things getting more challenging with the process. I've seen some SMs in my group who have been in the pipeline since I joined FDD and have not gotten through.

In a similar situation but on the technical accounting side (ie CMAAS) and there’s a role at a small public company who’s very acquisitive and needs a M&A leader - massive stock comp imo - my view is if you’re leaving on good terms and good at what you do, I’m sure they’ll take you back if things don’t go well

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Appreciate the input here! Yeah definitely want to leave my current team and group on good terms too so the door is never fully closed.

Take it

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How many years at SM?

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About a year and a half.

How did this opportunity come to you?

A combination of thorough LinkedIn research, network connections, and luck

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Took the offer. Thank you all!

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likefunny

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