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Mr. CPA To Finance

About Me:

CPA and studying for CFA and making the transition into finance and investment banking. I am currently 28 and I plan to apply when I am 30 with the hope of attending a university in NC or the Midwest. In my free time I mentor underprivileged kids and I am a father.


Undergrad School: University of North Texas

Undergrad Major: Logistics and Supply Chain Management

GPA: 3.5

GMAT: 700

Age: 28,  Ethnicity: White

Other Degree/Certification: Masters of Science Accounting

School Name: University of North Texas

Extracurriculars: Big Brother Big Sister, In my free time, I enjoy painting.

Work History:

Title: Audit Senior Associate

Industry: Accounting

Company: Top Firm

Length of Employment: 3 yrs

Big Life Wins:

Attaining my CPA and CFA level 1.

Post MBA Goal:

I would like to begin a career in investment banking in NC or the Midwest for middle-market transactions.


Target School: Duke Fuqua

Status: Open

Considering: Kenan-Flagler, Darden, Ross, Kellogg, Chicago Booth, Cornell Johnson


The Experts Rate The Odds At: 38%

  • mbaMission | Odds Assessment: 45%

    Hi, Mr. CPA to Finance, this is Julie-Anne Heafey with mbaMission. Overall, I think you have a promising candidacy, but your profile raises a few questions, so I am a little unsure of the “odds” rating here. While University of North Texas might not be a huge feeder school to top MBA programs, your GPA and GMAT are right within range for Fuqua, and I’m impressed on your dual CPA and CFA – amazing! I also like your mentorship and even your painting hobby (you’re a bit of a poet, as well as a quant). My questions mostly lie in your experience/timing. You mention you are thinking of applying at age 30, which suggests a start at age 31 and …

    4 months ago Read the full review
  • Stratus Admissions Counseling | Odds Assessment: 30%

    Mr. CPA to Finance, I’m Lisa Cummings with Stratus Admissions. I agree with my peer that you may want to consider applying this fall for the class of 2022. I too have questions surrounding your work experience, perhaps part of the gap was for your master’s program? I’d also want to know more about big professional wins that you have been able to achieve as an accountant, there isn’t a lot for me to go on here. I like that you are anticipating and preparing for your career pivot by taking the CFA. When I was on the Sloan Adcomm we liked to see the CFA designation but generally wanted to see beyond Level I, although that is a step in the right …

    4 months ago Read the full review

The Community Currently Rates The Odds At: 50%

  • 50% | 4 months ago

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