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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!