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IB to CFO to Investor?
After c. 9 years in IB (UK), I am looking to make a career move. I had two tracks in mind - CFO or Investor. I have an offer for a CFO role in a fairly mature SaaS startup (T-2 for exit, no more funding needed) which seems a good fit. I am also speaking to a few mid-market and growth funds and am...
Any thoughts on "Fractional CFO's"?
Seems like I've been seeing this more and more recently - interim CFO at my company has done it, and seen it on Twitter a bit. Wondering if anyone here has done this or plans on doing this in the future? What are your thoughts on this? Would like to hear what you think about this as your career, but...
PE Fund tracking/accounting model
Does anyone have an example fund accounting/administration excel model that a PE CFO may use to track their portfolio? I realize that this is proprietary so may be hard to find, but was hoping someone had something even if it had dummy numbers in it. Basically, I want to know how professional PE...
CFO of a company; why no love on WSO
One thing that I observed on WSO is there is a lot of focus on professional services and investment companies (accounting firms, IB , MC, financial institutions). Understandably this is how you learn at an accelerated speed and cut your teeth in various aspects of business and finance. Folks talk...
CFA® vs MBA track if you are already a CFO
Before I got dinged for starting a new thread on MBA vs CFA® , I'd like to hear your opinion on my personalized situation. I'm currently 35 years old and working as a CFO for an energy company in the US, making around $200K/year. Prior to becoming a CFO, I mostly spent my time in financial services...
Corp Dev to Finance transition - can anyone share their experiences?
I am a post-MBA Corp Dev professional, but my long term goal is to be CFO at a growth stage company. At some point, I will have to make the transition from Corp Dev to Finance, and I was curious if anyone out there has made the transition successfully. There are certainly many CFOs out there who had...
path to CFO / CSO ?
hey guys, Have any of you guys in corporate finance have any insights in how one can prepare for CFO roles, and how one might be able to navigate the path towards that role? I was the deputy CFO of a public company before, but it was by virtue of the new CFO, who knew me, just wanting someone to be...
How to Determine an Investor's Return in Series Funding?
Hey Monkeys - hoping you can help me out with this one. Question - how to create a model/conceptually grasp the return of an investor's (VC, family office, etc) series A/B/C funding during the event of an IPO , asset acquisition, or buyout. If it helps, the situation I have in mind is a pre-revenue,...
CFO Services / Outsourced CFO Career Path?
This was something I've been wondering about for a while and I don't think I've seen a related topic on this yet. Does anyone have experience with working for an outsourced CFO services firm? I see them used often for early stage companies and it seems pretty interesting. Sometimes they even end up...
Effect of Major in Moving Up?
Just a few quick questions regarding the value of accounting and CPA in terms of working up to the corp fin(or CFO at small company) ladder. Currently a finance major(Junior), could get a double major in accounting and only have to attend 1 extra quarter? Curious on the affect of accounting in terms...
Most Useful Internships for a Future CFO Career
Hi everyone, I am currently in the final stages of my bachelor degree in Business at Vienna School of Business and Economics (Austria, Europe). I will finish Jan-2017 with 1.00 (best GPA possible) and will take till Sep-2018 to gain some experience doing multiple internships which brings me to my...
Why Don't More People Want to Become Executives??
So I will soon begin to study for the GMAT and be trying to get into a top MBA program. My idea is to try and get into M&A as an associate. But the more I see what executives are getting paid, the more I wonder if I should try and pursue the executive path instead of I-Banking. Seriously, CEO's /...
Please help Investment Company CFO
I am a Senior Auditor working in the investment management space. I've worked on PE funds, mutual funds and hedge funds (mostly hedge funds) for 3.5 years at a big 4 public accounting firm. I'd like to get any thoughts on the best path to become a CFO of an investment company. Should I get an MBA?...
Received soft offer for CFO position, need advice on forming a compensation package request
A successful start-up has offered me a CFO position. The founders have requested that I write up a proposal for compensation. I am willing to sacrifice the lion's share (or all) of the salary in exchange for a fair amount of equity. The plan is to get my salary corrected to an appropriate level...
Difference in reported CFO line items vs. calculated corresponding B/S change help?
Can anyone explain to me why a CFO line item (or any SCF line item) may not reflect the same number as I calculate from the balance sheet for a corresponding line item? I'm working on modeling Starbucks and a number of working capital and non-cash items do not match what is reported on the B/S or...
PWM to CFO?
Hi WSO , Here is my situation: I'm a 2013 grad from a non target, economics major, work in BB PWM , 3.2 gpa, great EC's. Ultimately I want to be a CFO because it allows me to: 1. work with companies 2. Help build something from the start to finish, should I join a startup 3. great mix between sales,...
A good CFO
There are a bunch of reports and surveys out there on what constitutes a good CFO, but they're usually too generals or cover large cap companies. If we're talking about a $15m to $20m revenues company (slightly profitable, but could do a lot better), what would you say makes a great CFO? Basically,...
Subtracting tax shield from D&A in the CFO
If we are adding back D&A in CFO since it's a non-cash item, why don't we subtract the tax shield we are getting from D&A that is baked into net income, which is the first item of CFO?
CFO track post-MBA with no previous finance experience?
A question that I hope to get an answer for from those fellow monkeys who have more knowledge about the F500 finance world than I do (or have any other insights into this): How feasible/realistic is it to get into a post-MBA FLDP or a regular (but CFO-track) corporate finance position at an F500...
Jumping from a F500 to a private company?
I currently work as a controller at a F500, and a headhunter recently called me about a CFO role with a smaller, private company. I never considered leaving the F500 realm, but the all in pay is more than double what I make now and it could be nice not having to deal with Sarbanes Oxley, regulation,...
Startup CFO from Cbanking?
Hi Everyone, I wanted to ask for advice on my career path. I was spending some time tonight to write down some goals for myself for the next 10 years and wanted WSO to help me with the path. I've been working as a corporate banking analyst for almost a year now (pretty much credit stuff). Most...
Healthcare banking exit opps?
What are the most common exit opportunities for this work? It seems like you get pigeonholed? Being an associatefor a healthcare investment bank. After a couple years and I was wondering what the exit opportunities are. I was thinking healthcare vc but have read that you need operation experience...
AM, HF --> Chief Financial Officer?
CHIEF FINANCIAL OFFICER... A totally different kind of career path from what us WSO monkeys normally dream about... but certainly a VERY attractive job, especially if this is possible when you're only in your early or mid 30's. There are many skillsets an investment banker or a private equity...
Next big step to the C-suite
Hi all, Not sure if this question was already asked else where... Anyway, I'm 28, with an MBA , half way done with my CPA , working as a Senior Financial Analyst for a Fortune 50. (probably a dream job to many) Life is easy at the moment. However, I feel that my career is getting a bit "flat"? Like...
Best college(s) for an aspiring Businessman?
Hi everybody, I am a 16 year old, who plans to go to college, major in Economics, work for a while, enter a top MBA program, and then possibly end up in a career in business, maybe eventually Chief Financial Officer. I was wondering which colleges you think would be good for somebody taking a path...
Don't you feel like MD's and CEO's are much easier to talk to when you don't know who they are?
A few hours ago I just finished a second round interview at a BB firm. It was a two on one interview. They both were very chill, all the questions were about my experiences but I showed off my bank and technical knowledge in some of the answers. Afterwards I got their business cards and learned that...
Education Question
Hello, I am wondering if it is worth it for me to continue my undergrad studies in accounting at The Ohio State University, or if transferring to a more prestigious school for undergrad will really make a huge difference when I apply for graduate school to get an MBA . My ultimate goal here is to...
Looking for Semi-Senior Banker mentorship as part time CFO (Singapore)
Dear MODs, I'm not sure where's the best place to post this--but though VC is the most appropriate section. Dear WSO community--I am currently running a recycling company (cleantech/greentech) recovering plastic wastes into a usable raw material. It has come to a point that--my business is viable...
Startup: CEO vs. CFO?
Hey guys, Was talking to a friend at a BB and he mentioned that, after your banking stint, you could be the CFO of a startup. My understanding is that this is because you'd understand capital structures, accounting, would know how to model, etc. I think I'd love to work for a startup but am not...
What is life like as a CFO? Would like to know more about it
I know a typical way is through one of the big 4 getting your cpa , then becoming a CIO to a CFO. How many years do this process usaully take, and what do their salaries look like? What are the hours like? Is the job difficult to reach? Thank You.
Are MC/PA virtually the only way to become a top level exec in a company?
So basically, I have a long-term goal of becoming a CFO or other high-level executive within a company, and I'm wondering if management consulting , public accounting, and to a lesser extent i-banking are the only ways to go about doing this? Yeah I'm sure there are a few that didn't and have become...
Making Manager/Sr Manager at Big 4 Firm vs CFA®
Hey I have a question thats very important in helping me determine my career options..how long does it take to make Manager at a Big 4 accounting firm and how long does it take to make senior manager. How much does an accounting manager and senior manager hope to earn. Also what are the...
Quickest Route to CFO or CIO
What is the quickest route to a CFO or CIO position (preferably at a Fortune 500 Company)? Is a financial analyst or treasury analyst position a good way to begin this pursuit, or would it be better to work in IB, ER , or Asset Management ? What is the best qualification(s) for these positions: MBA,...
Best route to CFO
If my ultimate goal is to become CFO, which is better? Going the traditional Big 4 audit route, getting a CPA , and then lateral to the finance division of another company or taking part in a rotational finance program (such as that of JP Morgan ), getting a CPA (no audit work experience necessary),...
Credit Suisse - Shared Services CFO
Anyone know anything about this position? Mid Office? Salary? Exposure? Here is their website: https://www.credit-suisse.com/who_we_are/en/share… Thanks
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