Ryan O’Connell, CFA breaks down Financial Planning and Analysis (FP&A) in 5 minutes. He discusses the following topics:
0:00 Intro
0:31 What role does FP&A play in a business?
2:33 What are the pros and cons of working in FP&A?
4:14 How can someone break into FP&A?
Check out Ryan’s reading list for finance professionals and investor’s here:
1. Liar’s Poker by Michael Lewis:
2. Freakonomics by Steven D Levitt:
3. Against the Gods: A Remarkable Story of Risk by Peter L. Bernstein:
4. Market Wizards by Jack D. Schwager:
5. Mastery by Robert Greene:
Check out my website for more articles and videos related to finance and investing:
portfolioconstructs.com
For inquiries, please reach out:
[email protected]
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This YouTube Channel is owned and operated by Portfolio Constructs LLC
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Thanks for the video, if I were to get a business degree would that still be acceptable for this job? Or would I have to major in finance
Provide us your LinkedIn profile ❤️
Dear Ryan, which qualification is suitable for FP&A between CFA and CPA
would you recommend it switching from accounting job, seems higher pay. Which type of higher excel formulas does fp&a use? any sql?
I have 2 years left of business school. Which do you think is better to take first the CFA, CMT, CPA or FP&A. I have an interest in all of the above.
How did you transition from FP&A? Was your experience in FP&A worth something after the transition?
sounds like a good gig, but can't move up past Senior FP&A is a no for me.
Thanks Ryan for the info.
How often do you use Tableau?
your channel is Awesome
Hey Ryan, thanks for the video (subscribed). I normally don't make long comments like these on videos but I see that you're responsive and I'm really curious what your take would be on my situation:
I did my undergrad in Social Science at a local university in the US and then did a Master's at a pretty good university in the UK, but it was in international relations. I wanted to do political risk analysis and work with political science and data, but that route didn't have a lot of jobs and salaries were low. Through working enough jobs on the side through school in billing and collections, I now manage an AR team at a decent-sized tech company where I live. I don't have a degree in finance/accounting and am reluctant to sink any more money into school, so I'm just trying to hustle my way through it all and build up my skillset. FP&A seems within reach if I bust my ass and start implementing the principles of that role into the one I have right now, and maybe some smaller company takes a chance on me. Do I seem too off my rocker in thinking this? What other advice would you give me, if any?
If you end up reading/responding thanks in advance!!!
Thanks Ryan!
Which softwares are helpfu in FP&A l and ways to learn?
Can someone with an equity research background shift to an FP&A job?
What entry level job would you recommend to people who just graduated from college with a degree in finance?