Subject: Transitioning from FDD/TAS to FP&A
Hi everyone! I’m currently a senior in FDD/TAS with experience in both Big4 and MM A&M, and I’m planning to make a transition to FP&A or similar roles in the upcoming months. I’m seeking better work-life balance and hopefully less stress. The long hours and constant pressure have taken a toll on my physical and mental well-being, and I’ve come to realize that my current role does not align with my future aspirations. As a woman who plans to have children soon, the environment at my firm only adds to the challenge.
I hold my CPA and a Master’s degree, with a total of six years of experience—four in FDD/TAS (Big4/MM) and two in tax (Big4).
What positions should I be considering—SFA or finance Manager? I’ve noticed that the compensation for SFA roles is often comparable to or less than my current salary, and I’m worried that I might lack the hands-on experience needed for a Manager position.
If anyone has tips on how to tailor my resume for these types of roles, I’d greatly appreciate it. I’m primarily focused on FP&A for a better work-life balance but am open to exploring other finance, strategy, or corporate development opportunities as long as they don’t involve pure Accounting.
Thanks in advance for your help!
One response
It sounds like you’re at a pivotal point in your career, and it’s great that you’re considering roles that better align with your work-life balance and future goals. Given your background in FDD/TAS and tax, along with your CPA and master’s degree, you have a solid foundation to make a transition into FP&A or other finance roles.
Job Level Considerations:
1. FP&A Analyst/Associate: Since you’re aiming for FP&A, an Analyst role could be a good starting point, especially if you’re concerned about the level of hands-on experience. These positions often value analytical skills and financial acumen, which you possess. Your background will give you a competitive edge.
FP&A Manager: If you feel confident in your abilities to lead and manage processes, you might also target Manager roles, especially if you can highlight relevant projects you’ve worked on that demonstrate your financial analysis and forecasting skills.
finance Manager/SFA: Similar to the FP&A roles, the finance Manager role could align well with your experience. Consider hybrid roles that might involve strategy and analysis rather than pure Accounting.
Tailoring Your Resume:
1. Highlight Transferable Skills: Emphasize your analytical skills, project management experience, and any involvement in financial modeling or forecasting during your FDD/TAS and tax roles. Use specific metrics or outcomes from your projects to demonstrate your impact.
Focus on Relevant Experience: Even if your direct experience in FP&A is limited, frame your experience to highlight any relevant tasks. For instance, if you’ve worked on budget analysis, cost management, or financial reporting, make sure these are prominent.
Use Keywords: Tailor your resume to include keywords from the job descriptions of the roles you’re applying for. This can help your application get past any applicant tracking systems and catch the eyes of hiring managers.
Soft Skills: Given your focus on WLB and mental health, also consider highlighting soft skills such as communication, teamwork, and adaptability, which are increasingly valued in finance roles.
Networking and Research:
– Reach out to professionals currently in FP&A or similar roles to learn more about their experiences. They can provide insights that may help you adjust your application.
– Consider informational interviews, as they can lead to opportunities and provide valuable advice on making the transition.
Remember, your diverse experience is valuable, and your desire for a better work-life balance is a valid factor when considering your next career move. Best of luck with your transition!