Financial Analyst to VP/AVP Roles: Career Path, Essential Skills & Interview Tips for Success EP: 49

Connect with Dinesh - www.linkedin.com/in/dinesh-jiwatramani-b8755974/
Listen on Spotify - creators.spotify.com/pod/show/fintelligents5/episo…

Navigating a financial analyst career can be challenging, but understanding the right path makes all the difference. In this episode, we sit down with Dinesh to discuss his journey and break down the fp&a career path, covering essential insights on how to become a financial analyst, key responsibilities, and the transition from fp&a vs global banking. We also explore financial planning and analysis,explained the role of fp&a skills for freshers, and how professionals can successfully make a career transition to fp&a from different backgrounds, including investment banking and audit.

For those looking to advance, this episode highlights skills for senior finance roles, including leadership skills in finance, senior management in finance, and strategies to reach VP/MVP positions. We discuss whether fp&a for cfa candidates is a strong career choice, the value of cfa and financial modeling for fp&a, and how accounting professionals can move into the field (accounting to fp&a career switch, do chartered accountants get into fp&a). Plus, we break down the differences between global banking vs fp&a, manufacturing fp&a vs global banking fp&a, the best fp&a tools & tech, and the increasing use of financial analyst technology and tools such as Power BI, Tableau, and Excel automation.

Whether you're just starting or aiming for leadership roles, this episode provides actionable insights on how to prepare for an fp&a interview, fp&a interview mistakes, best fp&a certifications, and expert finance career growth strategies. We also cover essential fp&a interview questions, how to improve financial modeling skills for fp&a, and the impact of automation in financial planning and analysis. Stay tuned for practical career advice, insider tips, and key takeaways to help you succeed in financial planning and analysis.

Timestamps
01:43 – Intro
02:29 – Dinesh’s Journey
03:42 – Role of a Financial Analyst
04:43 – Switching Careers
06:04 – FP&A Analyst Explained
07:35 – 3 Keys to a Senior Role
08:35 – Freshers in Global Banking
10:19 – FP&A Career Path
12:17 – Leadership Growth in FP&A
13:13 – Skills for VP/MVP Level
14:00 – Senior Management Exposure
14:54 – Transition from Global Banking to FP&A
15:30 – FP&A as a CFA Stepping Stone
16:18 – Can Accounting Students Move to FP&A?
17:38 – Global Banking FP&A vs. Manufacturing FP&A
18:47 – Do Only CAs Get Into FP&A?
19:29 – FP&A Tools & Tech
20:02 – 2 Tips for CFA Students
21:13 – CFA + Financial Modeling for FP&A?
22:21 – FP&A Interview Mistakes
24:19 – Rapid Fire with Dinesh
24:56 – Outro


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