Former B4 auditor with 3 busy seasons under my belt, 1 year of FAAS and 8 months of technical accounting. Currently taking my CPA. I’m trying to seek for a FP&A role with no forecasting/budgeting experience, if I self learn these skills, do you guys think it would really help? It would be great if anyone can provide any other suggestions. Thanks!

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If you’re interested in advisory, DM me. A lot of the learning is on the job - with the odd platform learning. It’s the easiest way to get your foot in the door to FP&A.

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DM’d

Yes, self learning those skills is highly recommended.

There are many free resources to learn.

I was in the same situation a couple of years ago and learned those skills plus financial modeling on my own.

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I did the switch and it’s very possible. It’s just that your excel/modelling skills need to be pretty good to be successful in FP&A.

I personally didn’t enjoy being in FP&A so I boomeranged.

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There are some FP&A roles that are more strategic rather than repetitive like that. I would say read the job descriptions carefully, ask % of “ad hoc” work versus recurring, and generally smaller companies will have more of that versus larger ones with strategic finance being its own team

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