What opportunities are there to pivot to as a SA in Financial Service Audit that are not Fund Accounting? The work seems to be very dry at this point and after 3 years I just don’t see myself wanting to get to manager or be a fund accountant. Would appreciate any thoughts.

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Posting as :
works at
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TAS (Transaction Advisory Services)

likesmart

Assistant controller, CFO services consulting, FDD, fp&a its a little competitive right now but I’ve seen people do it, hell I saw a senior last year go directly from AWM to investment banking

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Ok, well I’ve seen it twice in my group of 120 in the last 4 years.

Agreed they are boutique banks.

You can go into corporate FP&A, potentially FDD or valuations if you are testing level 3s and have heavy exposure to modeling.

What makes you not want to go fund accounting? The work varies differently and most CFOs at funds are accountants with Big 4 experience. The average comp for a 5-6 year fund accountant in NYC is 250k.

No that makes sense - they aren't as bad as public but they do still have a busy season. I would check out valuations roles then. Like mentioned, goes beyond the testing, you need to know how to perform DCFs (normally these positions have case studies) but that route probably would peak your interest the most.

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