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
Junior Systems Accountant / Finance Systems Associate
1-2 yearsSkills to master
- Basic ERP navigation, running standard reports, L1 user support, data validation, understanding core finance processes (AP, AR, GL).
You're ready to move on when
- Can independently resolve common user queries without escalation.
- Consistently delivers accurate data validation and reconciliation tasks.
- Demonstrates a keen interest in how systems work and how they impact finance.
- 2
Finance Analyst with Systems Focus
2-3 yearsSkills to master
- Advanced Excel (Power Query), basic SQL, building simple dashboards, understanding data flows, experience with month-end close processes.
You're ready to move on when
- Has taken the initiative to automate parts of their own analytical work.
- Is the 'go-to' person for complex data extraction or reporting within their finance team.
- Shows a strong desire to move from just using systems to actually supporting and improving them.
- 3
IT Support Specialist (Finance Applications)
2-4 yearsSkills to master
- Ticket management, user access management, basic system troubleshooting, understanding of IT infrastructure, strong customer service skills.
You're ready to move on when
- Has consistently handled L1/L2 finance application support tickets effectively.
- Demonstrates a good understanding of the business context behind finance system issues.
- Is eager to deepen their finance knowledge and move beyond purely technical support.