Pivoting to FP&A, 1 year into my first job in AM

Hi All,

I hope you all are doing well. In a nut shell, I got my first gig out of college in AM @ a bank where I support both our portfolio management & sales team. I took interest more so in the sales side but realized it’s not part of the business that stimulates me nor one I feel like I would be successful in (long hours/going to tons of events, extremely high turnover, sales goals, etc).

I want to pivot into a corporate finance/FP&A role but a lot of postings require 2-3 years in an accounting-esque role. I want to use my free time to start learning on my own (financial planning & analysis by jack Alexander?) for the next few months then start applying to some of the entry level roles.
 

My question would be is there anything else I should take advantage of learning in my free time and would the CPA be a requirement for the industry? I’ve heard CF can be mundane but realistically I would like a more ridig role and it seems like the progression in CF/FP&A is fairly laid out where my current role lacks a ton of clarity on career progression.

I also am not sure if I should look to jump ship asap while I’m fresher out of college or just stay at my current job — the crux is our bank has laid people off but I’m ideally staying on for another year or two since I’m in the trainee pipeline and don’t want to cut myself short; I could Atleast experience the sales role fully as I ramp up too but I wouldn’t be developing skills that would translate well.

1 Comments
 

Quia quo qui eum mollitia placeat vitae est dolor. Voluptas quia adipisci voluptas ipsam ipsam expedita. Id sit fuga provident facere sed. Et eaque placeat voluptatibus excepturi unde reprehenderit vel.

Recusandae deleniti eos quidem dolorem. Ratione et non accusamus. Veritatis et consequuntur impedit aspernatur quod qui.

Placeat et est debitis ad sed magni nobis. Dolorem ad libero dolore cum quasi quis repudiandae. Illo sit exercitationem enim sit sed repellendus. Quidem velit doloremque velit tempore assumenda voluptates. Aperiam et eos itaque harum vitae.

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%
  • Goldman Sachs 01 97.8%
  • Guggenheim Partners No 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (81) $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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
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...”