Hi all, I am currently working at BNY since 2.5 years in Derivatives. I also have few years of experience in equity research and auditing along with a masters in finance and CPA. I’m exploring Strategic finance as a potential career option. Anyone here working in this field that can provide some guidance on how to get into strategic finance? What are the important skills to have to crack this field?

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With your background, you already have a strong foundation for strategic finance. Experience in derivatives, equity research, auditing, and your CPA all translate well. Key skills to focus on include financial modeling, forecasting, business partnering, and understanding corporate strategy. Exposure to FP&A or strategic projects within your current role can also help bridge the gap. I would love to hear from anyone else working in strategic finance. What skills or experiences helped you break into the field?

Would be happy to chat with you!

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