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
Senior Finance Business Partner (Internal Promotion)
3-5 years as a Senior FBPSkills to master
- Mastering end-to-end ownership of complex workstreams, consistently challenging assumptions, building strong stakeholder relationships, and informally mentoring junior team members.
You're ready to move on when
- You're consistently leading significant financial projects with minimal supervision.
- Senior stakeholders proactively seek your counsel and value your insights.
- You've successfully identified and driven improvements in financial processes.
- You're already coaching and developing junior colleagues effectively.
- 2
Finance Manager (from a different finance function)
2-4 years as a Finance Manager (e.g., in Corporate Finance, Treasury, or Audit)Skills to master
- Developing a strong commercial mindset, translating technical finance into business insights, gaining exposure to international operations, and building robust financial modelling capabilities.
You're ready to move on when
- You've successfully managed a team and delivered against challenging financial objectives.
- You have a solid understanding of a company's end-to-end financial processes.
- You've demonstrated an ability to influence non-finance stakeholders in previous roles.
- You're eager to pivot into a more commercially focused, strategic finance role.
- 3
M&A / Corporate Development Analyst (from Investment Banking or Private Equity)
4-6 years in M&A / Corporate DevelopmentSkills to master
- Adapting from deal-focused work to ongoing operational business partnering, understanding internal company dynamics, and developing skills in budgeting, forecasting, and performance management beyond transaction analysis.
You're ready to move on when
- You're an expert in financial modelling and valuation for complex transactions.
- You have a strong understanding of commercial drivers and strategic decision-making.
- You're looking for a role with more direct operational impact and team leadership.
- You can demonstrate strong communication and influencing skills in high-stakes environments.