I want to do FP&A. I’m a senior II and recruiters have told me it’s tough to get into with only Big4 experience. Is this true? Do you suggest doing more of a senior acct role then internal transfer?

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I’d go private for a while to a small company and then go to fp&a

helpful

mba

mba

Easier if you have strong excel skills / data analytics...but it may be harder unless you’re willing to take a slight demotion since you’re in pretty deep.

I had a risk advisory (internal audit) coworker get a job in FPA after working 1.5 years, left a little before senior. They learned SQL and Tableau on their own, not sure how applicable it is for what they do but it was always my understanding FP&A was light data analytics / very advanced excel.

Get some modeling experience. Take CFA L1 to show you’re serious about finance.

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