u/SnooCalculations4033

Hi all,

I’m looking for a career change and looking to get into FP&A. I’m 33 and I currently have an associate’s in accounting, bachelors in business administration and am starting school in spring for my master’s in finance (my company pays for it). I also am almost finished with my certification in FP&A through the Corporate Finance Institute. Where should I begin role-wise when looking for jobs? Is getting right into fp&a possible from the get-go or do I need to start lower and work my way up?

Hi all,

I’m looking for a career change and looking to get into FP&A. I’m 33 and I currently have an associate’s in accounting, bachelors in business administration and am starting school in spring for my master’s in finance (my company pays for it). I also am almost finished with my certification in FP&A through the Corporate Finance Institute. Where should I begin role-wise when looking for jobs? Is getting right into fp&a possible from the get-go or do I need to start lower and work my way up?

32 years old currently here’s my breakdown:

I currently am putting 11% into my 401k which has 160k in 9 years. My company is only matching half a percent up to 3 percent for my 401k

I also have had an individual brokerage account with vanguard since 2019. I wasn’t super consistent with contributing the first 3 years but I’ve been putting money in weekly consistently for at least 4 years now and it is sitting at 54.6k investing in VWUAX. I put $75 per week into this account. I’ve gained 20.7k and have a 12.6% rate of return.

Here’s what I want to change:

Recently I’ve been getting the urge to lower my 401k down to 6% so I still make full use of the company match and then open up a Roth IRA with vanguard and invest in VOO or one of the other popular index funds and riding that out.

Is this a good idea? Should I just stick to what I’ve got going on? Is there another better option?