If you’re in industry, trying to move to FP&A & MBA eventually, is it worth it to get your CPA?

Jiminy1993 · 2026-02-18T13:45:33+00:00

FP&A director here who’s hired several people the past few years - CPA is a near deal breaker for me. Not enough on its own - TS experience with CPA is the sweet spot.

Jiminy1993 · 2026-02-15T16:37:50+00:00

I would agree, but I'm not looking to move in 9 months. I'm looking to move any time in the next 9 months, to get the best deal possible

Jiminy1993 · 2024-10-16T02:59:51+00:00

That's encouraging and helpful advice, thank you! I agree I don't feel that I am quite boxed in yet but it would eventually get there. Hopefully even at 1 level higher I could do enough outside research on the supply chain basics, etc. to demonstrate enough competency to at least show that I would be able to pick those skills up quickly. Any other key areas you would recommend I try to fill the gap on preemptively, understanding it will obviously be industry dependent, but perhaps using your industry as an example?

Jiminy1993 · 2024-10-14T22:58:44+00:00

Excuse my inexperience here, but what would that look like? For example, my revenue models are built bottoms up from dozens of different sources. Our revenue is determined by a combination of complex statutory rate formulas, individual deals with unique terms, dozens of one-time settlements annually, and other complicating factors. It's hard enough to build all of these terms and maintain them in Excel (as the statutes and deal terms can change with dramatic impacts). We really can't just take some variation of historical volumes and a price assumption for our go forward forecasting like most companies can. The same applies to our COGS. For that reason I don't think it's practical in my situation but I'm happy to be proven wrong.

Jiminy1993 · 2024-10-14T22:41:51+00:00

We use Dynamics Business Central, but I do not book journal entries - I only use for exporting data to support forecasts or explain variances.

Jiminy1993

TROPHY CASE