Promotion ready
in 90 days
Coaching for Finance Professionals in Industry & Practice.
Whether you work in industry or practice, find direction, build confidence, gain the visibility you deserve and evidence your ability to achieve promotion with a CFO who coaches finance leaders. Turn your experience into measurable impact and be recognised as ready for the next step in your finance career.
Is this you?
If this sounds familiar, you are not alone. Many finance professionals reach a point where technical skill is no longer the differentiator. The next step is how you lead, influence and communicate value. Becoming promotion ready means shifting from reporting results to shaping them, from doing the work to showing its impact. This coaching framework helps you build the confidence, visibility and evidence that senior partners and CEOs look for. Whether you work in industry or practice, we use a structured 90 day plan to turn your achievements into measurable outcomes that prove you are ready for the next step in your finance career.
Doing the job, not the title
You do the work and have the responsibility but not the title or salary. We turn delivery into clear evidence senior leaders can see, value and sponsor.
Poor visibility
Your good work is not reaching the people who make the decisions. We build simple narratives and actions that can be taken so your results are seen by the right people.
Vague feedback
“Great work, keep going” is not a plan. We translate feedback into specific levers, weekly actions and measurable milestones so progress is obvious and promotable.
Not sure: push or leave
Stay and build the case for promotion or change firm. We look at both paths and agree a decision point inside 90 days.
Political culture
You need backing without noise. We map stakeholders, set a steady cadence and earn support from the right people through clarity, consistency and results.
No spare hours
You are already at capacity. The plan fits inside existing meetings and updates, with 60 to 90 focused minutes each week to move the evidence forward.
The Promotion Ready framework
Most finance professionals I coach already have the capability for the next role. What is missing is the mindset or a clear way to show it Promotion decisions are rarely about knowledge. They are about confidence, visibility and the evidence you leave behind. My coaching focuses on turning what you already do into measurable, visible impact. Over six sessions we build clarity on direction, change your mindset and create a plan that fits into your week, not on top of it. You will start to think like the next role, lead conversations that matter and collect proof of progress as you go. It is practical, structured and designed to work in real boardrooms and partner meetings.
1. Skills and Signals Assessment
Confirm true gaps versus perceived gaps in your skills or experience. Identify the signals that will show the value you have to decision makers.
2. Think like the next role
Promotion starts with mindset. We shift focus from tasks to the priorities that matter one level up. In practice, that means thinking like a Partner and in industry, it means thinking like a Finance Director or CFO. You will learn to speak their language and align your work to what the business truly values.
3. 90 Day Evidence Plan
We build a massive action plan, then strip it to the vital few. Pick the 2–3 value levers that will drive 80% of the result, set a clear baseline and targets and define visible milestones. A simple weekly rhythm (decision log, stakeholder touchpoints, wins sheet) turns progress into proof.
4. Demonstrate and decide
Lead one meaningful initiative, build a proof pack, then decide: push where you are or pivot with evidence.
The Promotion Ready framework
Most finance professionals I coach already have the capability for the next role. What is missing is the mindset or a clear way to show it Promotion decisions are rarely about knowledge. They are about confidence, visibility and the evidence you leave behind. My coaching focuses on turning what you already do into measurable, visible impact. Over six sessions we build clarity on direction, change your mindset and create a plan that fits into your week, not on top of it. You will start to think like the next role, lead conversations that matter and collect proof of progress as you go. It is practical, structured and designed to work in real boardrooms and partner meetings.
1. Skills and Signals Assessment
Confirm true gaps versus perceived gaps in your skills or experience. Identify the signals that will show the value you have to decision makers.
2. Think like the next role
Promotion starts with mindset. We shift focus from tasks to the priorities that matter one level up. In practice, that means thinking like a Partner and in industry, it means thinking like a Finance Director or CFO. You will learn to speak their language and align your work to what the business truly values.
3. 90 Day Evidence Plan
We build a massive action plan, then strip it to the vital few. Pick the 2–3 value levers that will drive 80% of the result, set a clear baseline and targets and define visible milestones. A simple weekly rhythm (decision log, stakeholder touchpoints, wins sheet) turns progress into proof.
4. Demonstrate and decide
Lead one meaningful initiative, build a proof pack, then decide: push where you are or pivot with evidence.
The 
6 Session Approach
Session 1
Direction and baseline
Clarify the next role’s scorecard. Set your baseline across revenue, margin, cash, risk, and strategy.
Session 2
Skills and signals
Confirm true gaps. Define the signals that promotion panels expect to see.
Session 3
Stakeholders and cadence
Map decision-makers and partners. Set a simple weekly alignment rhythm.
What My Clients Say.
No matter whether you work in industry or practice, the path to promotion follows the same pattern — clarity, confidence, and visible results. Our coaching process helps you move from being seen as reliable to being recognised as ready. In industry, that might mean driving margin, cash, or strategic projects that shift performance. In practice, it could be building client growth, leading teams, or shaping firm culture. The aim is the same: to create evidence of impact and the mindset of a leader. Every programme is practical, structured, and tailored to your environment. The stories below show how finance professionals have used this approach to accelerate their careers and step confidently into their next role.
Industry (FC → FD)
A Finance Controller in a £100m+ multi-site retailer lacked group-level visibility. We focused on category mix, own-brand margin, and cash forecasting. A weekly decision log and manager alignment made progress visible. The promotion paper cited “clear, measurable impact” and cross-functional backing. Outcome: promoted within five months.
Practice (Senior Manager → Director track)
An audit Senior Manager had strong delivery but low external impact. We set targets for WIP days, fee recovery, and two cross-sell wins. They led a pricing review, hosted client roundtables, and produced a concise results pack. Outcome: moved to Director track within the cycle.
Placeholder
A Finance Controller in a £100m+ multi-site retailer lacked group-level visibility. We focused on category mix, own-brand margin, and cash forecasting. A weekly decision log and manager alignment made progress visible. The promotion paper cited “clear, measurable impact” and cross-functional backing. Outcome: promoted within five months.
Placeholder 3
A Finance Controller in a £100m+ multi-site retailer lacked group-level visibility. We focused on category mix, own-brand margin, and cash forecasting. A weekly decision log and manager alignment made progress visible. The promotion paper cited “clear, measurable impact” and cross-functional backing. Outcome: promoted within five months.
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