Career Guides Finance

Finance career path

5 roles in finance, ordered from entry level to executive. Each guide covers what the role owns, the skills employers screen for, and what the next step looks like.

The ladder

Progression is rarely strictly linear, but this is the common shape of a finance career.

Mid level 2–5 years

Financial Analyst

The Financial Analyst supports the finance team by building models, analyzing performance data, and preparing reports that drive business decisions. They work closely with FP&A leadership …

Financial modeling in Excel … Data analysis and visualization …
Read the guide
Senior 5–8 years

FP&A Manager

The FP&A Manager drives the financial planning, budgeting, and analytical processes that inform executive decision-making. They translate complex financial data into actionable insights and partner closely …

Financial modeling and Excel/Google … Variance analysis and management …
Read the guide
Senior 5–8 years

Controller

The Controller is responsible for the integrity and accuracy of all financial reporting, accounting operations, and internal controls. They oversee the general ledger, month-end close process, …

GAAP/IFRS accounting standards expertise Internal controls design and …
Read the guide
Lead / Director 8–12 years

Finance Director

The Finance Director leads a major finance function such as FP&A, corporate finance, or controllership, translating executive strategy into operational financial plans. They manage senior-level finance …

Advanced financial modeling and … Team leadership and talent …
Read the guide
Executive 12+ years

Chief Financial Officer

The CFO oversees all financial operations, strategy, and reporting for the organization. They serve as a key advisor to the CEO and board on capital allocation, …

Strategic financial planning and … M&A due diligence, valuation, …
Read the guide