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 of Global Treasury / Capital Markets
5-10 yearsSkills to master
- Leading large, complex global teams
- managing multi-billion-pound debt portfolios
- deep expertise in capital markets execution
- presenting to executive leadership
- developing and implementing enterprise-wide risk policies.
You're ready to move on when
- Successfully led a major debt issuance or refinancing project (£500M+).
- Consistently delivered on P&L volatility reduction targets through effective hedging.
- Built and retained a high-performing treasury team, with clear succession plans.
- Proven ability to influence and negotiate with external financial institutions at a senior level.
- 2
CFO of a Smaller / Mid-Sized Company
3-7 yearsSkills to master
- Broader financial oversight beyond treasury (e.g., FP&A, accounting, tax)
- managing investor relations for a public company
- strategic partnership with the CEO
- full P&L accountability.
You're ready to move on when
- Demonstrated strong commercial acumen and understanding of business operations beyond finance.
- Successfully managed a full finance function, even if smaller in scale.
- Proven ability to contribute to overall business strategy, not just financial strategy.
- Experience leading an IPO or significant capital raise for a smaller entity.
- 3
Senior Partner / Managing Director in Financial Advisory
7-12 yearsSkills to master
- Client relationship management at C-suite level
- deep expertise in financial strategy, risk management, or capital markets advisory
- business development and revenue generation for a consulting practice.
You're ready to move on when
- Built a strong network of C-suite contacts across various industries.
- Proven ability to translate complex financial challenges into actionable client solutions.
- Demonstrated thought leadership in financial risk or capital markets.
- Experience leading large-scale advisory engagements for major corporations.