Interested in transitioning from public accounting into finance
Hi all--
I'm about two years in at a Big 4 public accounting firm, and I'm hoping to make a transition on over into finance. I'm a licensed CPA, and since having been exposed to the private equity industry, I have began to look into ways in which I can get involved with m&a transactions at the deal level. I've considered the FDD group within my firm (and at other Big 4 firms), but I'm also wondering if it makes more sense to try to make a lateral (and perhaps a more direct) switch and start as an analyst at a bank. I've started taking advantage of various free financial modeling tutorials, but I'm also looking to subscribe to one of the paid self-study courses. Based on the research that I have done, Wall Street Prep certainly stands out as a quality choice. I'm also thinking that the WSP Certification would be advantageous (from a resume perspective), even if only to show that I am interested and dedicated.
I welcome any advice/comments. Thanks.
If your goal is private equity, transferring as an analyst at a known BB bank would be better than transferring to your firms M&A group. However, what I did was work on my CFA after I qualified as a CA, CPA, while at my firms M&A group. This gave me additional time to study for my CFA, and transfer as an associate (saves you the grueling analyst hours). You need to pitch yourself as a banker rather than an accountant (I did this by having a finance undergrad and CFA experience). The modelling may not be enough for some banks, and a big 4 M&A group may be your only opportunity.
Bump
Ducimus corrupti voluptatem error quia eveniet architecto. Nihil aliquam explicabo sed perspiciatis est quisquam occaecati debitis. Ea eveniet qui dicta modi at soluta. A rerum aliquam est doloremque enim qui optio.
Ad laudantium consequatur labore minima consequatur cum iste. Qui at suscipit unde et esse delectus eveniet quis. Enim rerum officiis quidem magni quas. Velit pariatur ipsa voluptas dicta.
Qui aperiam placeat ut quasi illo neque quaerat. Corrupti ut cum voluptatibus voluptatem corrupti voluptatibus sed. Qui aspernatur sapiente culpa repellendus odio ab molestiae.
Modi maxime magni id error ut iste ut. Ipsum consequatur corporis ea sed placeat ipsa doloremque fugiat. Incidunt veritatis dignissimos quas officia repellendus. Ipsum ab enim commodi natus.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...