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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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Big 4 Audit & Assurance: you are just going to gun for CFO role down the road. Get a CPA. You can always go and set up your own accounting firm. You can also move into doing FP&A for the audit clients that you had while you were working at Big 4.
Corporate Development Programs: all the US major corporates have such roles. A rotational program to be a corporate executive. Exit - launch similar products/services down the road or join the competing firms for bigger payout.
Industry Executive: find a sector that you like and start out as business development. Can be a startup or SME or large corporate. Work your way into senior roles.
Bank - Product Management: covering financial products for a bank - not necessarily IB. Can be insurance products, mobile payments, or any other products.
Real Estate: similar to 02 and 03 but exclusively developing your niche within the real estate industry. Doing either functions - brokerage, advisory and development. Cover a geographic area (i.e. New York) or a niche segment (i.e. multi family house), or a client segment (i.e investment visa investment).