Niche Commercial Lending Analyst w/ Questions About FP&A

I currently work in as a financial analyst in a third party lending company (we handle all aspects of the loan process and servicing) in a niche market. I have been here for about 3 years now. I've gotten great experience as we are client facing, handling underwriting and directly working with management to approve deals. I am not sure commercial lending is my long term calling for many reasons. I have considered moving into FP&A as it interests me quite a bit and seems to fit my personality/skills better. I like the idea of working internally as a strategic analyst to help a company continue to grow. I am curious about a couple things:

1. Does anyone have insight on experience in both of these industries and why you liked one over the other?

2. If I decide to make the transition, what is the best course of action to make the jump? From what I know, accounting is the main entry point for FP&A. I have a decent understanding of accounting as I minored in it but obviously what I am doing currently is not very heavy accounting wise.

I'd really appreciate any thoughts or insight you guys may have. 

1 Comments
 

Laboriosam asperiores dolor dolorum totam dolor iure laudantium. Quisquam quidem voluptatem reiciendis repellat unde magnam. Delectus temporibus quos hic est illo quia. Saepe autem nihil minima expedita voluptatibus quia. Dolor omnis cupiditate sequi est. Harum delectus tenetur commodi molestias enim. Et vitae consequatur eos debitis. Autem incidunt nesciunt ut fugit.

Dolores in quibusdam aut tempore illum et fugit. Dolores iusto quo ut quis. Sunt nisi velit id voluptatem. Non sunt beatae cumque minima ducimus architecto delectus.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
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...”