CPA with 8 years combined experience in FP&A (3 years) and public accounting/audit (5 years; Big 4; heavy valuation work) in a big market. Currently work in the FP&A group (not corp dev) at a Fortune 300. No MS/MBA yet but my company will be able to pay for the costs of a non-target. Getting the CFA is in the 3-5 year plan.
I am who I am: I enjoy staring at excel 80% of my day, going into rabbit holes of data, pumping out ad hocs and presentations, and presenting my findings. The mundane monthly FP&A cycle is getting old so I'm looking for something where I can leverage the valuation, reporting, business partnering, and analytical experience for a field with higher earning potential, similar WLB, and worker archetype (aforementioned 80/20 split). I came across LO AM recently and it seems like it checks a lot of those boxes.
Let's assume LO AM is a good fit, what's the 3-5 year plan to breaking in? MS/MBA (which focus?), CFA, and network? Will major asset manager entertain someone in their mid/late 30s transitioning from FP&A to LO AM? Any particular way to expedite the transition? Any and all input is appreciated. Be brutally honest. I'm here for it.
Interesting thread.
I’m interning in FP&A and will be interning in AM. Curious to see ppl’s opinions and experiences.
Do you have a strong sector focus? If so, Equity Research is a viable path as understanding the nuts and bolts is very valuable and differentiated from your peers. From there you can interview for LO or get an MBA and apply directly.
Most of my relevant experiences are in real estate private equity and financial services. What's the appetite for a CPA with my experience + progress toward CFA/MS/MBA with proper networking in ER?
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