I’m an A2 and want to get more into a finance related role. Financial Analyst or FP&A. I have my CPA but don’t have any finance experience (modeling, forecasting, etc). I’ve performed sensitivity analysis, revenue analytics, etc on my engagement but is the only experience I have related to finance. Is an FA or FP&A role too far to switch into? Should I be looking now or wait until I’m a senior?

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Fp&a, you will get to see most of the stuff you listed

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Yeah I am a senior level but a lot of companies would only consider me for an entry FP&A position or they don’t even consider.

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E1 in the same boat. I'm thinking of taking an entry level FP&A position if I can get it. Might be more of a "lateral" move but that's to be expected switching service lines.

I’m in the same boat as OP any suggestions on learning material that can set you apart? Besides a CFA lol

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