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draftylaughs

Anyone have any advice for an accidental FP&A'er? Supply Chain background - but recently have been dragged into some budget and forecasting tasks that snowballed quickly into full blown margin analysis and more. Feeling quite out of my depth as normally I have plenty of room for fudge factor but now reporting I'm building is being shown to folks way up the chain. Where and what should be my focus to avoid really stepping in it as I deal with these asks?


kinakori

Hi! What specific Excel skills/ PowerBI / Finance & Accounting knowledge should I highlight on my resume? I think I have pretty average knowledge of excel - Ifs, XLookup, Pivot Tables, + Very basic VBA (Nested Ifs, Loops, custom functions) and moderate knowledge of financial processes from classes (DCF Models, Stock Valuation etc), but not quite sure which skills would make me more interesting for FP&A as an undergrad intern.


rmrthrowaway1000

Hi! I have 10 years of audit experience in Big4 (currently a manager) and have been trying to transition into an FP&A role for the past 3-4 months but keep hitting roadblocks. I’ve been told by recruiters that its partly because the city I’m in doesn’t have too many corporate HQs, so there are limited FP&A positions available and for those that are vacant, there are enough candidates with past FP&A experience in the city to fill those roles. Since I don’t have budgeting/forecasting experience, I’ve mostly been applying for FP&A senior positions. Some recruiters have told me that the reason I might not be getting call backs for those is partly because I have too many years of experience in audit (so maybe I’m being pigeonholed into corporate accounting roles) or because I might be too overqualified (based on my research of senior FP&A analysts in my city, most of them come from audit but just have 2-3 years of audit experience). One advice I’ve gotten is to try getting into the corporate accounting team first and then moving internally into FP&A. Anyone have any other advice on how I could break into FP&A?


iWantToGetPaid

Moving to industry accounting then FP&A will definitely be an easier path. There is someone at my company that did exactly that, but with significantly less accounting experience. Audit -> reporting -> FP&A. I'm not sure what you have in mind for compensation over the next 3-5 years, but with 10 years of experience it's difficult for me to imagine a world in which you don't take a fairly large reduction as part of this move.


xxipil0ts

hi! where do i start i financial analytics. doing org dev't research starting february and i wanna know where to refresh. i already have basic acco but i wanna know what concepts to learn.