Career roadmap
How to Become a Financial Manager
The education, training, certifications and steps it takes to start working as a financial manager, plus how long it takes and where the career can lead.
To become a financial manager: (1) earn a bachelor’s, (2) work as an analyst or accountant, (3) earn a CPA or CFA, (4) lead a team, (5) become a controller or director. Most people need about 5+ years of experience. BLS lists “bachelor's degree” as the typical entry-level education.
5 steps to become a financial manager
Earn a bachelor’s
Finance or accounting.
Work as an analyst or accountant
Build skills.
Earn a CPA or CFA
Credential.
Lead a team
Supervisor or manager.
Become a controller or director
Lead finance.
Education and training requirements
A bachelor’s degree in finance, accounting or economics is typical, often with a CPA or MBA.
| Typical entry-level education (BLS) | Bachelor's degree |
|---|---|
| Related work experience | 5 years or more |
| On-the-job training | None |
| Typical training time | 5+ years of experience |
Certifications and licenses
- CPA: Certified Public Accountant.
- CFA: Chartered Financial Analyst.
- CMA: Certified Management Accountant.
- MBA: Graduate degree.
Skills to build now
Start with financial reporting, budgeting and forecasting, and cash management, and practice leadership and integrity. Learning the financial manager vocabulary early makes training and interviews easier.
Where the career can lead
- Financial Analyst or Accountant: Entry.
- Finance Manager: Lead a team.
- Controller or Director: Lead finance.
- CFO: Top finance role.
Get a head start
Our self-paced Financial Manager training gives you a realistic, practical overview of the job (duties, terminology, step-by-step tasks, safety and interview prep) so you can decide with confidence and show employers you’re serious.
Common questions about getting started
How long does it take to become a financial manager?
Most people need about 5+ years of experience of training. A bachelor’s degree in finance, accounting or economics is typical, often with a CPA or MBA.
Do you need a degree to be a financial manager?
Usually, yes. BLS lists a bachelor's degree as the typical entry-level education, although skills, certifications and experience can sometimes substitute.
What certifications are available for financial managers?
Common credentials include CPA, CFA, CMA, and MBA. Requirements vary by state and employer.
Sources
- U.S. Bureau of Labor Statistics, BLS Occupational Employment and Wage Statistics (OEWS), May 2025, SOC 11-3031 (Financial managers).
- U.S. Bureau of Labor Statistics, BLS Employment Projections, Table 1.2 (2025–35).
- O*NET OnLine summary for Financial managers (U.S. Department of Labor).
- BLS Occupational Outlook Handbook.
Reviewed by the Career Education Institute Curriculum Team. Pay figures are national estimates; local pay varies. See our editorial policy.