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
VP, Treasury / Director of Treasury (Large Multinational)
5-10 years at this levelSkills to master
- Enterprise risk management, global capital markets execution, bank relationship management at a strategic level, leading multi-functional teams, board-level reporting.
You're ready to move on when
- Successfully led a major debt issuance or refinancing project.
- Managed a significant global Treasury function (e.g., Capital Markets, International Treasury).
- Consistently delivered on strategic cost-of-capital or risk reduction targets.
- Received positive feedback from the CFO and Board members on presentations and strategic advice.
- 2
CFO of a Smaller / Mid-Sized Company
3-7 years at this levelSkills to master
- Broader financial oversight (accounting, tax, FP&A), investor relations, strategic business partnering, P&L management, general management skills beyond pure Treasury.
You're ready to move on when
- Successfully managed all financial aspects of a company, demonstrating full CFO capabilities.
- Developed and executed a comprehensive financial strategy for a growing business.
- Effectively managed relationships with a broader set of stakeholders (e.g., equity investors, auditors, business unit leaders).
- Demonstrated strong leadership across all finance functions.
- 3
Investment Banking / Corporate Finance Senior Leader
7-12 years at senior levelsSkills to master
- Deep expertise in M&A, capital raising, valuation, and financial advisory. Strong client management and deal execution skills in complex transactions.
You're ready to move on when
- Led multiple complex M&A or capital markets transactions for corporate clients.
- Developed a strong network of corporate and institutional relationships.
- Demonstrated a deep understanding of corporate strategy and financial engineering.
- Proven ability to advise C-suite executives on critical financial decisions.