Finance & Admin

    Accountant / BookkeeperFinancial Analyst / FP&A

    Move from recording the numbers to forecasting and advising on them.

    Typical timeframe
    6–12 months
    Effort to switch
    Medium
    Skills you already have
    3 transferable

    Skills you already have

    Lead with these on your resume and in interviews — they make this pivot a continuation, not a restart.

    Excel modeling
    Reconciliation
    GAAP

    Training options

    • •CFI FMVA program
    • •Wall Street Prep / Breaking Into Wall Street
    • •Power BI for finance

    Certifications worth pursuing

    CFI FMVA
    CFA Level I (longer term)
    Microsoft PL-300

    Resume repositioning

    • Show forward-looking models you built (forecasts, scenarios).
    • Quantify variance reductions and forecast accuracy.
    • Pair GAAP fluency with business-partnering examples.

    Your first 30 days

    1. 1Build a 3-statement model from scratch as a portfolio sample.
    2. 2Earn the CFI FMVA certification.
    3. 3Apply to FP&A analyst roles internally first.

    Resources

    Curated resources, programs, and links for this pivot are coming soon.

    Take a strengths assessmentBrowse the finance & admin path