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 Finance Systems / Global Head of Finance Transformation (from a large, complex organisation)
5-8 years at Director levelSkills to master
- Mastering enterprise-level programme management, P&L ownership for a significant finance tech domain, executive stakeholder management, and building/leading large, multi-functional teams.
You're ready to move on when
- Successfully delivered 2+ major finance system implementations (e.g., ERP, EPM) with budgets exceeding £5M.
- Managed a team of 50+ finance technology professionals (directly and indirectly).
- Consistently received positive feedback from C-suite stakeholders on strategic contributions and delivery.
- Demonstrated ability to influence and negotiate with major technology vendors at a senior level.
- 2
Partner at a Big Four Consulting Firm (specialising in Finance Technology / CFO Advisory)
8-10 years as PartnerSkills to master
- Developing deep industry expertise across multiple clients, driving business development, managing large consulting engagements, and advising C-suite executives on complex finance technology strategies.
You're ready to move on when
- Led multiple successful finance transformation engagements for FTSE 100 or equivalent clients.
- Built a significant book of business and consistently exceeded revenue targets.
- Recognised as a thought leader in finance technology within the consulting industry.
- Proven ability to build and lead high-performing consulting teams.
- 3
Chief Information Officer (CIO) or Head of Enterprise Applications (from a smaller, but fast-growing company)
5-7 years as CIO/Head of Enterprise AppsSkills to master
- Broader exposure to all enterprise applications, managing a full IT budget, and leading cross-functional technology teams beyond just finance. This path requires demonstrating strong financial acumen.
You're ready to move on when
- Successfully scaled technology infrastructure and applications during periods of rapid company growth.
- Managed a diverse portfolio of enterprise applications (ERP, CRM, HRIS, etc.) and their integrations.
- Demonstrated strong financial understanding and ability to articulate technology ROI to a Board.
- Built a reputation for operational excellence and strategic technology leadership.