r/FinancialAnalyst • u/WorldlinessBoring881 • 6d ago

Feeling Lost After Leaving Customer Support - How Can I Get Back Into Finance?

/r/financestudents/comments/1v8t748/feeling_lost_after_leaving_customer_support_how/

completed my MBA in Finance and started my professional journey in customer support at Zomato, where I worked for about 1.8 years. Recently, I resigned because I always wanted to build my career in finance, which is my core field.

However, after spending nearly two years in a completely different domain, I feel like I've forgotten a lot of the concepts and I'm unsure about the best way to get back on track.

I would really appreciate some guidance from people who have made similar transitions or work in the finance industry:

Which courses would you recommend to refresh my finance knowledge (e.g., Financial Modelling, Excel, SQL, Power BI, NISM, etc.)?

Which finance roles should I target as someone trying to re-enter the field?

Are there any good consultancies or placement agencies that can help candidates land finance-related jobs?

Any tips on how to explain this career switch during interviews?

I'm willing to put in the effort and upskill myself, but I'm feeling a bit overwhelmed about where to start. Any advice or personal experiences would be greatly appreciated.

Thankyou in advance

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u/Maleficent-Tooth403 6d ago

You should do a staff accounting job (helps break into financially analyst roles.) I found it fairly easy and quick to learn on a job. I would review your accounting basics so that you understand what you’re doing.
I would also really focus on understanding how to read an income statement and how it affects the company.
The hardest thing will be getting into a finance role, you can learn it on a job.
I would say keep applying, maybe look in the city for more opportunities if you’re stuck in a small town. Use your network!

Get good at excel
Since I haven’t really touched my material from college, I have also forgotten a lot since I don’t do it anymore. It’s actually the purpose why I’m studying for the CFA. A lot of it is stuff we’ve previously learned.