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, Global Treasury (Internal Promotion)
3-5 yearsSkills to master
- Deepen strategic leadership, master enterprise-level risk management, build strong C-suite relationships, lead major transformation projects.
You're ready to move on when
- Successfully led multiple complex global treasury initiatives (e.g., new cash pooling structure, major debt refinancing).
- Consistently delivered on significant P&L and balance sheet optimisation targets.
- Built and mentored a high-performing team that demonstrates strong succession planning.
- Proven ability to influence senior executives and external stakeholders on critical financial matters.
- 2
Head of FP&A or Corporate Finance (External Hire)
N/A (direct entry)Skills to master
- Transition from planning/analysis to execution and risk management, gain deep understanding of treasury operations and market dynamics.
You're ready to move on when
- Extensive experience with capital allocation, financial modelling, and strategic planning at an enterprise level.
- Strong understanding of corporate finance principles, including M&A and capital markets.
- Demonstrated leadership of large finance teams and a track record of driving financial performance.
- A keen interest and foundational knowledge of treasury functions and global financial markets.
- 3
Senior Investment Banker / Corporate Finance Advisor (External Hire)
N/A (direct entry)Skills to master
- Shift from advisory to in-house execution, gain operational treasury experience, and adapt to corporate culture.
You're ready to move on when
- Significant experience advising large corporates on capital structure, debt issuance, and M&A financing.
- Strong negotiation skills and deep relationships with financial institutions.
- Proven ability to manage complex financial transactions and understand market dynamics.
- A desire to move into an operational leadership role with direct P&L and balance sheet responsibility.