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
University Graduate (Finance/Economics/Business)
0-1 year post-graduationSkills to master
- Excel proficiency, basic financial modelling, data cleaning techniques, understanding of business P&L.
You're ready to move on when
- Can independently update and validate standard weekly reports.
- Consistently delivers accurate data with minimal errors.
- Asks thoughtful questions about data discrepancies or business drivers.
- Proactively seeks out opportunities to learn new tools or concepts.
- 2
Finance Assistant / Data Entry Specialist
1-2 years in a support roleSkills to master
- Strong attention to detail, data reconciliation, basic reporting, understanding of internal financial processes.
You're ready to move on when
- Has a solid track record of accuracy and reliability in data handling.
- Shows initiative in improving existing data processes.
- Can explain the flow of data through different systems.
- Expresses a clear desire to move into a more analytical role.
- 3
Internship Programme
Completion of a successful 3-6 month finance internshipSkills to master
- Exposure to real-world financial data, basic analytical tasks, understanding of corporate environment.
You're ready to move on when
- Received excellent feedback from internship manager and team.
- Demonstrated ability to pick up new tasks quickly and contribute effectively.
- Completed a project during the internship that involved data analysis or reporting.
- Expressed a clear interest in pursuing a career in commercial finance.


