Switching into Corporate Finance

Hi,

I currently work as an IT technology consultant (2+ years of experinece), but my line of work revolves around performing financial modeling work for corporate finance teams using non-Excel software. I want to switch into corporate finance; however, a lot of the opportunities I'm looking for require extreme Excel proficiency. I have done my fair share of Excel work, and do understand Excel functionality pretty well, but my largest accomplishments at work are obviously not Excel focused; thus, I cannot really cater my resume too Excel heavy. I do have the academic background (top 10 undergraduate business program with good GPA) and the relevant conceptual experience.

My question is: how do I best leverage myself to be competitive for the positions I'm looking for that really look for Excel-based experience? Does taking a Wall Street Prep Excel crash course (or any of the other reputable names) help my credentials. My firm is not too highly recognized, which is another thorn,, but my overall experience has been, in my opinion, pretty great.

Thanks for the advice.

8 Comments
 

I believe there is a connection with the 2 careers with thinking quickly, making decisions in the spur of the moment, and working well in teams.

 

I am curious about this as well. I am trying to do the same thing (but with a different background). ~5 years in Structured Finance trying to move into a Corporate Finance position at a F500 company in a small city I am trying to relocate to. I found a good person to contact on LinkedIn (works in the in-house M&A dept), but trying to find a contact to get me an intro. I'm a L2 candidate but not sure how to portray my skills for this department. Any thoughts, help would be appreciated. Thanks.

 

Quod dolore quasi reprehenderit et illo ea. Iure magnam fuga laboriosam omnis. Voluptatum architecto nihil officiis aut totam reprehenderit error non.

Eaque quia impedit nulla aliquam asperiores exercitationem quaerat. Quia ipsa pariatur blanditiis voluptate esse inventore aspernatur officia. Consectetur totam atque qui vel voluptate. Laborum saepe omnis veritatis dolor repellat.

Est nostrum at itaque eum totam molestias. Officia perspiciatis ad est iusto rerum.

Corporis beatae quia ad earum. Est aut non vel repudiandae eum aut. Ut explicabo dignissimos asperiores.

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 (28) $184
  • 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
Betsy Massar's picture
Betsy Massar
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
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...”