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
Recent Graduate (Finance/Economics)
0-1 year of post-grad experienceSkills to master
- Advanced Excel, basic financial modelling, data extraction from ERP/CRM, clear communication of financial data.
You're ready to move on when
- Consistently accurate reports and data pulls.
- Proactive in asking questions and seeking to understand business context.
- Able to articulate basic financial variances and their potential causes.
- 2
Finance Intern / Placement Student
6-12 months of internship experienceSkills to master
- Practical application of academic knowledge to real-world data, internal stakeholder communication, learning company-specific systems.
You're ready to move on when
- Successfully completed complex data tasks during internship.
- Received strong feedback from managers on accuracy and initiative.
- Demonstrated a clear passion for a career in commercial finance.
- 3
Junior Accountant / Bookkeeper
1-2 years in a transactional finance roleSkills to master
- Transitioning from historical accounting to forward-looking commercial analysis, understanding sales drivers, using CRM data.
You're ready to move on when
- Strong foundation in accounting principles and data reconciliation.
- Expressed a desire to move into a more analytical, business-facing finance role.
- Proven ability to manage deadlines and produce accurate financial records.


