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 Transformation Consultant (Internal/External)
2-4 yearsSkills to master
- End-to-end project module ownership, stakeholder engagement across multiple functions, robust solution design, effective team mentorship.
You're ready to move on when
- Successfully led 2-3 significant project modules (e.g., the entire P2P track of an ERP implementation).
- Consistently received positive feedback on stakeholder management and problem-solving.
- Demonstrated ability to mentor junior team members and delegate effectively.
- Proven track record of delivering workstreams on time and within budget.
- 2
Senior Finance Business Partner / Finance Manager
3-5 yearsSkills to master
- Deep understanding of operational finance challenges, strong commercial acumen, ability to translate business needs into technical requirements, experience driving process improvements within a specific finance function.
You're ready to move on when
- Owned and improved key finance processes within a specific business unit or function.
- Successfully identified and championed process improvement initiatives from a 'business user' perspective.
- Demonstrated strong analytical skills and the ability to build a compelling business case for change.
- Built credibility with finance leadership as someone who 'gets it' and can drive change.
- 3
ERP/EPM Functional Consultant
2-4 yearsSkills to master
- Deep expertise in a specific finance system (e.g., SAP FI/CO, Anaplan), strong configuration and implementation skills, understanding of system integrations and data migration strategies.
You're ready to move on when
- Successfully delivered multiple system implementation or upgrade projects as a functional lead.
- Can confidently design and configure complex finance modules within an ERP/EPM system.
- Has a strong understanding of how system capabilities can solve business problems.
- Possesses strong client-facing skills and can manage expectations with technical and business teams.