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 Manager / Controller (L5)
3-5 yearsSkills to master
- Mastering corporate-wide FP&A, managing significant accounting functions, strong people management skills, and presenting to the executive team. You'll need to demonstrate ownership of major financial processes.
You're ready to move on when
- Successfully led a major annual budget cycle end-to-end.
- Consistently delivered accurate and timely financial reports with minimal oversight.
- Developed and mentored at least 2-3 direct reports into more senior roles.
- Successfully managed a complex audit or regulatory review process.
- Demonstrated ability to influence cross-functional peers on financial matters.
- 2
Head of FP&A (L5)
3-5 yearsSkills to master
- Deep expertise in financial planning, forecasting, and analysis for an entire organisation or large business unit. Building sophisticated financial models, driving strategic insights, and managing a team of FP&A professionals.
You're ready to move on when
- Built and maintained the core corporate financial model, used for all executive decision-making.
- Improved forecast accuracy by a measurable percentage over several quarters.
- Successfully led the financial analysis for a significant strategic initiative (e.g., market entry, new product launch).
- Presented complex financial scenarios and recommendations directly to the CFO or CEO.
- 3
Director, Corporate Development (from external)
N/A (external hire)Skills to master
- Extensive experience in M&A, private equity, or investment banking, with a focus on financial due diligence, valuation, and transaction execution. While not an internal path, it's a common external route.
You're ready to move on when
- Led multiple M&A transactions from origination to close.
- Expert in valuation methodologies (DCF, multiples, LBO).
- Strong negotiation and deal structuring skills.
- Proven ability to integrate acquired companies financially.