How to shift from accounting to Finance

Getting my MBA, have my CPA and been in the insurance industry for 10 years. Total Comp is $175k+15% bonus.

How would you suggest I make the jump to finance with slightest drop in comp? In the midwest, willing to relocate but not to NY or Cali.

186 WSO Academy Corporate Finance Session Reviews: 4.88/5

East Stroudsburg State University

Class of '27 Sep 2026 Cohort

5.00/5

Corporate Finance 7 Stories Review

“Raphael was once again great, we worked on TMAY and 4 stories dillgently. He helped me restructure my stories and gave me good points of improvement. Given that I am not the typical student looking to break into finance there is a learning curve that Raphael is helping me navigate well. I left this chat with more information to improve and honestly motivated once again to continue. This is the second time I book a meeting with Raphael and I will continue to book more meeting with him in the near future. ”

Class of '29 Oct 2026 Cohort

5.00/5

Corporate Finance Career Roadmap (optional)

“Benjamin helped me greatly with my career planning. He was able to lessen my worries about which industry path to pursue and provided incredibly practical, actionable advice. Together, he helped built a clear, realistic plan for my next steps moving forward. Beyond the strategic guidance, he made the conversation very engaging, enjoyable, and fun while offering valuable long-term mentorship insights. I feel much more confident about my professional direction and am extremely grateful for his thoughtful support!”

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2 Comments

IB

Analyst 2 in IB-M&A

3y

I’d imagine you would do the typical post-mba associate route. Plenty of info out there about that path. With a CPA I think you’d be in good shape to make the move with a solid why and good interviewing

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Authored by: Certified Investment Banking Professional - 2nd Year AnalystCertified Investment Banking Pro

Corp_titan

CF

3y

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Authored by: Certified Corporate Finance Professional - DirectorCertified Corporate Finance Pro

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How to shift from accounting to Finance

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How to shift from accounting to Finance

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