The path to CFO: What you need to know for 2025
Think of the iconic scene in The Matrix where Neo transforms from a hacker to the one capable of bending the rules of reality. The modern CFO is undergoing a similar transformation, evolving from a financial steward to a strategic leader who shapes the future of an entire business.
As the business world faces rapid changes in technology, policy, and global markets, CFOs must adapt. Here are five essential steps to help you prepare for the next big leap in your career.
In 2025, tax and trade policies will continue to have a major impact on business strategies. Aspiring CFOs have an opportunity to showcase their leadership by understanding the effects of these policies on cash flow, global trade, and overall operational strategy.
According to the 2025 Tax Policy Outlook, CFOs who grasp the nuances of changing regulations will position themselves to advise businesses on tax strategies that can unlock significant savings.
With 29% of CFOs delaying investment decisions due to uncertainty around tax policy changes, it is clear that strategic oversight will be crucial.
Being proactive in understanding the evolving regulatory landscape will not only position CFOs as key decision-makers but will also offer an opportunity to contribute meaningfully to the company’s long-term goals.
The future CFO needs to be more than just a financial steward. To succeed, they must become a strategic advisor who offers data-driven insights and informed business decisions.
As part of this transformation, consider expanding your experience beyond traditional financial roles. Involvement in investor relations, financial planning and analysis (FP&A), treasury, and corporate development will provide the well-rounded perspective needed for a comprehensive business strategy.
In addition, exposure to areas such as banking, capital markets, technology transformation, and even sales can significantly enhance a CFO’s strategic value.
With increasing globalization and shifting business landscapes, today’s CFO must move beyond the back office to engage more deeply with the front and middle office operations.
As technology becomes increasingly integrated into every aspect of business, creating agility through technology is non-negotiable.
Over the next few years, CFOs must leverage emerging technologies—such as artificial intelligence, machine learning, and data analytics—to streamline processes and reduce operational costs. According to the PwC Pulse Survey, 44% of CFOs say the increased use of technology to cut costs is very important for the next 12 months.
For future CFOs, tech adoption is not just about cost-saving but also about driving innovation within the finance function. From automating routine processes to enabling real-time data insights, technology will empower CFOs to make more agile, informed decisions that enhance business performance.
In 2025, CFOs must not only manage the company’s finances but also be effective communicators. As financial leaders, CFOs will be expected to translate complex financial data into compelling narratives for stakeholders.
Whether speaking to the board, investors, or employees, the ability to craft a persuasive story from numbers is crucial for gaining buy-in and fostering collaboration.
A key aspect of this is stakeholder engagement, where CFOs will increasingly be tasked with aligning financial goals with broader company objectives.
Storytelling helps to make these goals more relatable, ensuring that everyone from C-suite executives to line managers understands the vision and is aligned in working toward it.
Sustainability will continue to be at the forefront of business priorities in 2025. CFOs will need to think beyond financial returns and consider the broader impact of their decisions on the environment, society, and governance (ESG).
In fact, many CFOs are already playing an active role in guiding their companies through sustainability efforts, from improving energy efficiency to managing the sustainability of supply chains.
By focusing on ESG, CFOs can help their businesses navigate regulatory changes, attract talent, and even win new business. As more companies push for sustainability, future CFOs will be expected to weave ESG factors into business strategies and financial reporting.
As you prepare for your future CFO role, consider focusing on cross-functional expertise, technology adoption, and strategic communication.
Align your current work with business objectives, look for opportunities to lead beyond the finance function, and make sure you’re contributing to the overall direction of your organization.
In 2025, CFOs will be expected to drive change, not just manage it. Are you ready to take the next step in your leadership journey?