Is there any exit opportunities for Fp&A?

I am currently a FP&A at a commercial bank, but work with forecasting numbers for auto loans, so the experience doesn't really translate to high financial jobs. I want to go into PE, but no target school so no real shot at that unless I go to get my MBA from a top 10, and even after that I'm not coming from IB experience.

13 Comments
 

I'm curious- what does comp look like at a small company like yours? What is the next step up for you? I'm assuming there isn't as much of a hierarchy (analyst, senior analyst, manager, director, VP, etc). Not trying to pry too much- comp and structure is readily available for large companies, but I dream that I could jump to a decision-maker role at a smaller company and grow my career and comp with that company.

 

I haven't noticed it at my place, but I have at some of my friends from grad school.

A number have started in Finance (Planning and Analysis) and moved to either marketing, quality or operations roles (with operations/process improvement being the biggest of the three).

I have yet to see anyone go the other direction.

Director of Finance and Corporate Development: 2020 - Present Manager of FP&A and Corporate Development: 2019 - 2020 Corporate Finance, Strategy and Development: 2011 - 2019 "An investment in knowledge pays the best interest." - Benjamin Franklin
 
"BirdoInBoston"

I haven't noticed it at my place, but I have at some of my friends from grad school.

A number have started in Finance (Planning and Analysis) and moved to either marketing, quality or operations roles (with operations/process improvement being the biggest of the three).

I have yet to see anyone go the other direction.

interesting. how do those in operations like it? i've been thinking of making that move a year or so down the line.

 

Depending on the industry and size of the company, a good path is FP&A, to business, to business unit CFO. Obviously there a couple of spots in between business and business unit CFO.

 
Best Response

Tempore velit quam voluptas. Magnam reprehenderit incidunt sit repudiandae maxime aut non numquam. Natus quia consequatur et saepe impedit officia.

Quis dicta distinctio recusandae tenetur sunt. Et nobis tempora magni eveniet quod facilis. Debitis illum ipsam nobis consequatur suscipit aut inventore. Quo excepturi tenetur ipsam impedit quisquam. Et rerum iusto expedita ut dolore enim consectetur. Necessitatibus et voluptatibus consequatur animi. Maiores reprehenderit molestias quia sequi.

Autem placeat pariatur magni. Blanditiis architecto ad cumque provident maxime. Similique saepe ullam laborum harum vel cumque incidunt. Aut dolor officia id voluptatibus nihil praesentium dolor. Eius et adipisci cum asperiores eaque.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”