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
Financial Analyst (FP&A)
2-3 yearsSkills to master
- Budgeting, forecasting, variance analysis, monthly reporting, strong Excel skills, understanding of core business drivers.
You're ready to move on when
- Consistently delivers accurate and timely financial reports.
- Proactively identifies and explains variances in actuals vs. budget/forecast.
- Can build a basic financial model from scratch without heavy supervision.
- Demonstrates curiosity about the 'why' behind the numbers.
- 2
Commercial Finance Analyst
3-4 yearsSkills to master
- Pricing analysis, sales performance tracking, cost of goods sold (COGS) analysis, understanding of commercial levers and profitability.
You're ready to move on when
- Successfully supported commercial teams with financial insights that led to improved profitability.
- Can model the financial impact of different commercial strategies.
- Strong ability to translate commercial data into financial outcomes.
- Good at influencing sales or marketing stakeholders with data.
- 3
Junior Investment Banking Analyst / Private Equity Analyst
2-3 yearsSkills to master
- Advanced financial modelling (DCF, LBO), valuation methodologies, M&A processes, due diligence, presentation skills.
You're ready to move on when
- Built complex valuation models for real transactions.
- Strong understanding of corporate finance theory and practice.
- Excellent attention to detail and ability to work under pressure.
- Desire to move to a more operational, strategic role within a company.