Looking to break into TAS/FDD. Bachelors in Finance with 4YOE as an analyst doing M&A and Corp Dev for PE backed companies. No prior firm experience.

Is this a reasonable move? Or should I focus on obtaining CPA/MBA first?

If reasonable, should I aim for Senior Analyst roles or entry level?

Appreciate any and all input!

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I think you would enjoy audit better if you’re into terrible career decisions

funnylike

Hahahah that bad huh? Seems to be a common consensus in here.

I just prefer working with and analyzing data rather than writing market reports and attending industry conferences.

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Definitely do not come to FDD

likesmart

👆🏻 this is facts 100%

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You definitely don’t need CPA or MBA. I went Audit > TAS > IB in less than 3 years without either

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Keep chugging along in corp dev

likesmart

DM me

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Most people want to make the move from TAS/FDD into what you’re doing. They’re going to ask why/think you’re a low performer, so be prepared with an airtight story

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This is objectively moving backwards.

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Ummm why??!

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My current role has a lot of ambiguity attached to it. When it comes to deliverables, there’s nothing to go off of, and I don’t receive any guidance. I’m currently doing a lot of qualitative such as market analyses and industry reports.

that's a backwards move homie. would you also like to go back for your GED?

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