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 Automation Specialist (L3) to Manager (L5)
Roughly 3-5 years as a Senior/Lead Specialist.Skills to master
- Moving from individual contribution to leading multiple projects, mentoring junior team members, developing strong stakeholder communication, and starting to build business cases for automation.
You're ready to move on when
- Successfully led 3-5 complex, cross-functional automation projects end-to-end.
- Consistently mentored 1-2 junior specialists, showing demonstrable growth in their skills.
- Proactively identified and championed new automation opportunities with clear ROI.
- Demonstrated strong communication and negotiation skills with senior business stakeholders.
- 2
Lead Finance Automation Engineer (L4) to Manager (L5)
Roughly 2-3 years as a Lead Engineer.Skills to master
- Transitioning from technical architecture and problem-solving to full people management, programme oversight, and strategic planning. This involves developing leadership presence and broader business acumen.
You're ready to move on when
- Architected and overseen the development of significant, reusable automation components or frameworks.
- Consistently solved the most difficult technical challenges within the team.
- Successfully influenced technical direction and standards across multiple projects.
- Demonstrated strong informal leadership and mentorship within the technical team.
- 3
Finance Manager with Automation Expertise to Manager (L5)
Roughly 5-7 years as a Finance Manager with additional automation experience.Skills to master
- Deepening technical understanding of RPA platforms, process mining, and scripting. Learning to manage a technical delivery team and translate finance needs into technical requirements. This path requires a significant upskilling in automation technologies.
You're ready to move on when
- Managed a finance team and driven process improvements within a finance function.
- Successfully implemented or overseen at least 2-3 significant automation projects as a business lead.
- Completed advanced certifications in at least one major RPA platform.
- Demonstrated a strong passion for and understanding of automation technologies and their application in finance.