The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Director, Financial Systems & Architecture
3-5 years as DirectorSkills to master
- Managing a large portfolio of finance technology projects, overseeing significant budgets (£2M-£10M), building and leading a team of managers, and influencing C-suite peers. You've proven you can deliver at scale.
You're ready to move on when
- Successfully led multiple large-scale finance system implementations (e.g., ERP, EPM) from inception to go-live.
- Demonstrated ability to manage and develop a team of 25+ finance technology professionals.
- Consistently delivered projects on time and within budget, with high stakeholder satisfaction.
- Proven ability to present complex technical strategies clearly and concisely to executive leadership.
- 2
Principal Financial Solutions Architect (from a large, complex organisation)
5-7 years as PrincipalSkills to master
- Setting the strategic direction for an entire domain (e.g., all FP&A systems), acting as the highest technical authority, and mentoring other architects. You've demonstrated deep technical and architectural leadership.
You're ready to move on when
- Owned the architectural roadmap for a critical finance domain (e.g., Treasury, R2R) across a large enterprise.
- Successfully designed and overseen the implementation of highly complex, integrated financial solutions.
- Recognised as a thought leader and expert in enterprise finance architecture within your previous organisation.
- Proven ability to influence technical and business leaders without direct authority.
- 3
Head of Finance Technology / CIO of a smaller firm
2-4 years in a similar executive roleSkills to master
- Managing the entire IT function (or a significant part of it) within a smaller company, including infrastructure, security, and business applications. This broadens your executive scope beyond just finance.
You're ready to move on when
- Successfully managed a full IT P&L and delivered technology strategy for an entire company (even if smaller).
- Demonstrated ability to balance technical innovation with operational stability and security.
- Proven experience in building strong relationships with a CEO and Board in a smaller, fast-growing environment.