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 $in crypto

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Posting as :
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Could apply to ones in your area. Had a coworker break into it with who never did any accounting but did capital market ops.

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There are a few FA vacancies at where I work. I could give you a referral. Most of the FA YOE is 2 years for the vacancies and I think you will fit in pretty well with your background.

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Thanks so much for the offer! I will definitely consider it. I’m actually in the Stamford CT area, so this may work for me!

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. I’m looking for corporate finance, not banking.

Network. CFA. MBA. - all 3 of these can get you in. I had to goto a smaller city an hour away to break into high finance.

I have a heavy accounting background mixed with an asset management background.

Reach out to recruiters. It really helped me big time when I switched to finance. You can also start with the companies near your area.

This is what I would suggest as well. Start networking with recruiters over on Linked in. That is the best way to get your foot in the door.

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