How to switch from FDD to FP&A? I just started an FDD role and plan to stay at least 2 years but eventually want to switch to an FP&A role.

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They don’t really relate, like at all. Just gotta sell your experience and take some financial modeling courses

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You do that in valuations. You have no idea what FDD is. We are using models to determine pro forma and adjusted income statements along with net working capital modeling.

I bet my GPA is higher than yours In under grad and grad.

You are coming off as a know it all jock.

FP&A is probably the easiest exit out of FDD. The how, is to just apply lol. Many have gone to FP&A with just audit experience. Its a less desirable exit because FDD to FP&A is a pay cut. Especially if you are a Manager with 5-7 YOE making 200k TC in FDD. You will be taking pay cuts across the board. I even had a corp dev offer that was like a 30% pay cut. It sucks that it’s so hard to leave and IB hours are not for a lot of people.

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My current FDD role is great. It’s only 45 hours a week and the culture emphasizes work life balance. It’s for a smaller firm of about 200 People ( probably makes it more difficult to switch to FP&A ) but I value work life balance.

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Just go for it. Most FP&A roles will have a modeling case study or excel test though, but FDD should prep you well for it

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