I’m interviewing for a corporate finance/tax consulting position with a company that has primarily healthcare clients.
What are exits like for this? I would like to get into corporate finance. Would a hybrid finance/tax consulting position be competitive experience for this?
Would it be able to exit to a variety of industries?
I am only 1 year out of graduation (accounting + finance), with a pending CPA license (waiting final approval), and my experience is all income tax related.
Doing a career change at 32, working on a Master's of Finance, but have not taken any classes with financial modelling yet. I don't know if that will be in my corporate finance class next term or not. But I'm looking at the corporate finance institute's financial modelling and valuation analyst certification. Would doing this cert help me get a job?
I’m currently working a first year staff in Tax Technology at a Big 4. My work mostly consists of streamlining client tax data entry processes. I do this by using Power Query or just excel functions (sumifs, index match) to clean up client data to be in a clean format to import the excel file into the tax software system. I also have some internal audit experience. I have passed the CPA exams and I will be a licensed CPA at the end of this year.
My two questions are:
I’m worried it may be hard to exit. Are my skills transferable to FP&A?
When should I exit Big 4? It feels like the later I exit, the more of a paycut I will have to take, so I should exit after getting my experience needed to be a licensed CPA. I’m planning on exiting after 1 year at Big 4.
Thanks in advance
Big 4 and CPA on a resume will pretty much get you to a screening call for nearly every FP&A job because big4 kids will definitely have the excel chops and level of professionalism of dealing with business partners. Just make sure you speak to your transferable skills.
Just my two cents, but I think having a valid CPA opens doors further along in your career as well. I would ride it out until you get your letters, then move on. The pay cut would only be on absolute terms, but work life balance is better in industry, so on a per hour basis it wouldn't be that bad. It probably wouldn't be much of a cut, either.
Sorry I should’ve clarified better - I’m getting my letters at my one year mark and that’s when i’m planning on looking for different roles. I’m not sure if I should leave after getting my CPA or if I should ride it out until senior.
Well that's up to you, but the skills are transferable to an fp&a row at the same level. Excel and knowledge of financial statements are the biggest parts of my job
I’m interviewing for a corporate finance/tax consulting position with a company that has primarily healthcare clients. What are exits like for this? I would like to get into corporate finance. Would a hybrid finance/tax consulting position be competitive experience for this? Would it be able to exit to a variety of industries? I am only 1 year out of graduation (accounting + finance), with a pending CPA license (waiting final approval), and my experience is all income tax related.
Doing a career change at 32, working on a Master's of Finance, but have not taken any classes with financial modelling yet. I don't know if that will be in my corporate finance class next term or not. But I'm looking at the corporate finance institute's financial modelling and valuation analyst certification. Would doing this cert help me get a job?
I’m currently working a first year staff in Tax Technology at a Big 4. My work mostly consists of streamlining client tax data entry processes. I do this by using Power Query or just excel functions (sumifs, index match) to clean up client data to be in a clean format to import the excel file into the tax software system. I also have some internal audit experience. I have passed the CPA exams and I will be a licensed CPA at the end of this year. My two questions are: I’m worried it may be hard to exit. Are my skills transferable to FP&A? When should I exit Big 4? It feels like the later I exit, the more of a paycut I will have to take, so I should exit after getting my experience needed to be a licensed CPA. I’m planning on exiting after 1 year at Big 4. Thanks in advance
Big 4 and CPA on a resume will pretty much get you to a screening call for nearly every FP&A job because big4 kids will definitely have the excel chops and level of professionalism of dealing with business partners. Just make sure you speak to your transferable skills.
Just my two cents, but I think having a valid CPA opens doors further along in your career as well. I would ride it out until you get your letters, then move on. The pay cut would only be on absolute terms, but work life balance is better in industry, so on a per hour basis it wouldn't be that bad. It probably wouldn't be much of a cut, either.
Sorry I should’ve clarified better - I’m getting my letters at my one year mark and that’s when i’m planning on looking for different roles. I’m not sure if I should leave after getting my CPA or if I should ride it out until senior.
Well that's up to you, but the skills are transferable to an fp&a row at the same level. Excel and knowledge of financial statements are the biggest parts of my job