FP&A EXIT STRATEGIES
7. PRIVATE EQUITY
Similar to investment banking,
private equity firms seek to acquire
and grow businesses. FP&A
professionals with a strong
financial background could be
well-suited for a role in private
equity.
Here you would be responsible for
analyzing potential investments
and supporting portfolio
companies.
8. VENTURE CAPITAL
Venture capital firms invest in
startups and early-stage
companies. FP&A professionals
with a strong financial
background could be well-
suited for a role in this field.
In this role, they would be
responsible for analyzing
potential investments and
supporting portfolio
companies.
9. PORTFOLIO
MANAGEMENT
FP&A professionals with an
interest in asset
management may be
interested in a career as a
portfolio manager.
In this role, they would be
responsible for analyzing
financial data and making
investment decisions on
behalf of clients.
10. CORPORATE FINANCE
AND STRATEGY
Corporate finance
professionals work within a
company to manage its
financial strategy and raise
capital.
FP&A professionals with
strong financial skills and an
interest in corporate finance
could be well-suited for a
role in this field.
www.fpnaprofessionals.com
By Asif Masani
13 Potential Exit Strategies after FP&A 11. ENTREPRENEURSHIP
They could use their skills to
start their own business or
advise other entrepreneurs
on financial matters.
1. Internal Promotion
One option for FP&A
professionals is to seek a
promotion within their
current organization.
This could involve moving
12. DIGITAL FINANCE
into a more senior FP&A TRANSFORMATION
role such as FP&A Director,
VP of FP&A or the Chief The world of finance is
financial officer (CFO). changing. With an increasing
demand for digital
2. Lateral Move transformation, businesses
are looking to upgrade their
financial practices and
operations to become more
Another option is to agile and efficient.
consider a lateral move Transitioning into Digital
within the organization. Transformation roles can be
a great opportunity to
For example, taking on a
develop new skills and stay
new FP&A challenge in a ahead of the curve.
different department or
business unit.
3. Treasury
Making the transition from Financial
Planning & Analysis (FP&A) to Treasury
is a common move for many finance
professionals. 13. EDUCATION
The switch involves expanding on
existing FP&A knowledge, while adding FP&A professionals with
a passion for teaching
more advanced treasury skills. and mentoring may be
interested in a career in
6. INVESTMENT education.
4. CONTROLLER 5. CONSULTING
BANKING In this role, they could
FP&A professionals with FP&A professionals with share their knowledge
Transitioning to the role of and experience with the
strong analytical and an interest in financial
Controller from FP&A can be
problem-solving skills next-generation of
a daunting, yet rewarding markets may be
may be well-suited for a financial professionals
experience. interested in a career in
It is an excellent opportunity
career in consulting.
investment banking.
through teaching or
In this role, they could consulting.
to expand your skills in
work with a variety of
In this role, they could
accounting and finance. work with clients to raise
clients to analyze
It requires both technical financial data and capital, structure
accounting competencies develop financing, and advise on
and the ability to think recommendations for mergers and
holistically about the improving business acquisitions.
organization’s financial performance.
future.
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