How do I break into a Financial analyst role? I have a pretty diverse background. Resume: (13 months) audit associate small regional accounting firm not top 10 (10-20 partners) (25 months) Corp Tax Associate Big 4. (No CPA- got PIPd) (6 months) Revenue Accountant Audit Senior not top 10 small regional accounting firm (roughly 10 partners) 2 busy seasons- (24 months), Internal Audit Healthcare (17 months- last May 2021) Left after burntout/bored by IA and health issues also made decent $ crypto

likefunny
Posting as :
works at
You are currently posting as works at

I don’t think you job hopped like crazy tbh

likefunny

Agreed

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I have an employment gap > 1 year and resigned from IA to heal from burnout (probably long overdue after 6 busy seasons) and now feel healthy again (did tons of cardio/biking and my sleep/heart health is great) and want to pursue a Financial analyst role. How difficult would this transition be? Reasons for pursing FA: I like strategy, being a value add, analysis, excel/sql, have never done financial modeling but seems pretty easy from online courses, and am also very confident with presenting to clients/executives. Also my personality is more intuitive and forward looking/big picture guy. I liked auditing/clients but can’t see myself being an accountant bc I expect I won’t feel stimulated and will get burnt out by JEs/month end close.

likefunny

I’ve moved jobs roughly every 18 months to two years, and I’ve never been hindered. However, you should be aware of what a financial analyst's role is. I’m in a BU FP&A position now as a senior financial analyst. I do management accounting. I help with budgeting and forecasting for the AOP, quarter updates, and monthly reporting. Sure, there are things you need to know about key drivers and the business that makes you a good analyst. But I do not touch SQL. I don’t do financial modeling. To find this job, you need to go to smaller companies, and most financial analysts aren’t performing this work. Higher levels get higher work. So you’ll need to be patient to get promoted into those roles. Again, you can find those roles - especially in Tech - but I wouldn’t say that’s the norm.

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Going to be difficult... but maybe possible at a lower level. None of the experience aligns with FP&A, you job hopped like crazy, and you have a decent gap. All works against you here.

I would work on learning financial modeling and networking hard. I work in FP&A and I'd be wanting to hear a good story on why you'd be a fit.

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