Gonna be starting in FDD in a few weeks, coming out of Audit with no deals background. Are there classes or courses I can take to prepare for the switch? Any tips? Don’t mind paying someone to tutor me on the side as well. Just wanna be prepared as much as I can be.

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I personally wouldn’t worry about taking a class. I feel a lot of it is just learning how your team/s do things and how your data books work.

Coming from audit you should have a decent grasp on GAAP/accounting concepts so it’s just a matter of learning how it applies to a QoE which you’ll learn through reps.

Edit to add: I also personally haven’t heard of courses that teach QoE so really it’d probably only be to brush up on your excel skills

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Get good at excel and working through large data sets. At the basic level you should know sumifs, xlookup, index match and pivot tables

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