How to Become a CFO: The Real Career Path, Skills & Decisions That Matter

David Liu, CFO at SuccessKPI, outlines the non-linear path to financial leadership, emphasizing that technical proficiency must be paired with broad cross-functional experience. Early career exposure through rotational programs, such as GE’s financial management program, provides the diverse perspectives necessary to navigate uncertainty. Moving beyond technical accounting, effective CFOs act as strategic partners who understand the operational, marketing, and product challenges of their peers. This role requires shifting from a specialist mindset to an executive perspective that aligns organizational goals. As the business landscape changes, the CFO’s value lies in sitting at the intersection of various departments, using data and emerging technologies like AI to optimize decision-making and drive company-wide results. Aspiring leaders should prioritize diverse roles over long-term specialization to build the comprehensive toolkit required for the top finance seat.