Pre-MBA Work History:
I attended a non-target public university in the Northeast, majored in Economics and Math, and joined a bulge bracket bank in Equity Research, covering an industrials sector (keeping it purposely non-specific). During the four years on the team, I also passed all three levels of the CFA and was promoted to Associate.
Unfortunately, I hated working for my manager and thankfully, got into an M7 business school. My initial focus was going to the buyside as investment analyst job. But as my time and exposure to the world of tech and corp management increased, I found myself gravitating more toward learning the skills needed to run and grow a business, and not just analyzing them as an investor.
Post MBA Work History:
For all the skills that Research afforded me, I still lacked operational finance experience. That led me to reach out to a F-500 company in the sector that I had previously covered, and convinced the finance team there, which included some ex-research sellsiders, to take a shot on me on the FP&A team. Given my previous experience dealing with the Street, I also ended up formulating the quarterly talking points with public investors with our head of FP&A, head of strategy, and CFO.
The FP&A role was a good stepping stone in corp finance, but it did get dull pretty quickly, so I ended up leaving after about 1.5 years, and found a healthcare software start-up that was looking for an ex-Wall Street type to round out the finance team, especially as it related to fund raising. It didn't hurt that I had FP&A exposure as well.
I've been with the start-up for about a year now. While my primary role was initially investor relations (dealing with Board), I've worked on go-to-market planning, corp development, and can be dialed in on almost anything else (ops or strategy) that comes up, especially when a more analytical lens is required.
I can answer questions about pivoting career focus and the differences between each of mine (Research to Corp Finance / Ops to Start-up finance), networking and interviewing, making and planning for career moves, getting an MBA, earning a CFA, dealing with rejection and failure, career and development advice, importance of mentors, or just about anything else.
Do you want a 1 x 1 mentoring session? Check out my profile here.