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FinOps Skills Ladder 24/25
3
Search
Grade
Role
Associate
4
Manager
4
Lead
3
Salary
Technical
Behavioural
Salary
Technical
Behavioural
Salary
Technical
Behavioural
New
2
₹15L
Managing a team
Participates in weekly internal and external catch ups
Utilises Process Street - or equivalent - to complete work within deadlines
Possesses basic knowledge of Coda and Process Street, using them to effectively undertake BAU tasks
Reporting to decision-makers
Performs basic month end tasks (eg. prepayments, accruals)
Able to critically analyse financial data from a reporting perspective; highlighting unusual items
Running a finance function
Strong knowledge of UK accounting treatments (UK GAAP)
Clears bank reconciliations down to zero weekly, with any unreconciled items followed up
Competent in use of bookkeeping software, such as Dext
Keeps finance inbox at mailbox zero
Comfortable managing Dext, using automation where possible
Sets up payment runs for review by FinOps Manager
Prepares payroll for review, with any queries/changes highlighted to the FinOps Manager
Cognisant of smaller details in BAU work
Comfortable taking up ad-hoc queries
Ownership & proactivity
Takes ownership of BAU (eg. bookkeeping, unreconciled statements, etc)
Takes ownership of some basic month end tasks (eg. prepayments, accruals) depending on complexity
Proactive in approaching BAU tasks
Honest communication
Confident in communicating with Partners via email and other written communication (ie Slack)
Communicates openly about their priorities and work with Managers
Uses internal Slack channels to provide updates on progress
Confident raising queries and concerns on Partner channels
Curiosity to develop
Absorbs information by reading through wikis
Has the confidence to ask plenty of questions
£58k / ₹25L
Managing a team
Ensures good quality documented processes inc roles and responsibilities
Maintains checklists for all recurring BAU tasks
Understands and sets deadlines for reporting, statutory timeframes, deadlines, etc
Manages and communicate priorities to the team
Arranges regular meetings with the team and stakeholders to align on BAU and priorities
Reporting to decision-makers
Manages month-end to ensure reporting to stakeholders in a reasonable timeframe
Regularly reports on business performance and position (P&L and balance sheet) to Partners
Ensures cash position and forecast is clearly understood
Running a finance function
Comfortable implementing standard processes e.g. payroll, VAT and adapting these to suit Partner needs
Ensures prompt and accurate compliance submissions (e.g. CT600, VAT, P11D, ERS, FPS etc)
Identifies where processes can be improved and implements incremental improvements
Ownership & proactivity
Comfortable contributing to calls with the Quantico partner team (with Associate and Lead, where applicable) and the external partner team (partner point of contact)
Identifies where processes can be improved and implements incremental improvements
Honest communication
Open with the partner and team about their knowledge and current limitations, whilst being able to outline a plan on how to overcome current shortcomings
Displays and communicates both tasks for the week and priorities for the next month
Communicates relevant context to FinOps Associates to assist them in understanding tasks and partners better
Curiosity to develop
Brings a toolkit of detailed theoretical accounting knowledge but may have limited experience of startup functions
Understands the partner specific processes for the Partners they have taken on
Seeks help when it is needed rather than waiting for it be offered and takes action on the knowledge gathered
Builds knowledge of partners to a level that key context can be provided to the team, particularly FinOps Associates who may not have regular contact with the Partner
Uses the knowledge sharing tools available within Quantico such as the AMA channel and FinOps Forum
Developing
3
₹16L
... all of that plus...
Managing a team
Assists Managers with queries and confident in their ability to help clear down tasks
Updating Process Street and Coda with any updates to processes/systems as required
Reporting to decision-makers
Contributes to month-end analysis
Comfortable preparing management accounts
Prioritises month-end tasks, completing them on time. Utilises automation where possible
Owning BS reconciliations
Running a finance function
Confident collating information for R&D (with direction from Manager)
Attempts to clear issues proactively ahead of Manager review
Confident reviewing receivables and suggesting methods to communicate any issues. For example, emailing customers to chase possible bad debt
Taking control of the credit control process
... all of that plus...
Ownership & proactivity
Possesses complete ownership of BAU (eg. bookkeeping, unreconciled statements, etc), clearing down problem items without Manager input
Competent managing own priorities, communicating any changes as required
Recommends process improvements for BAU, where possible
Honest communication
Able to manage Partner expectations around BAU tasks & any direct Partner requests outside the normal BAU scope
Confident in raising issues internally
Curiosity to develop
Demonstrates interest in FinOps Manager tasks, looks for opportunities to assist with these
£60k / ₹28L
... all of that plus...
Managing a team
Articulates the impact on processes and team workload due to changes at the partner
Is able to respond clearly to changing priorities
Actively manages and updates project management tools to provide visibility to the team and partners
Reporting to decision-makers
Able to provide financial commentary that drives positive decision-making within their Partners
Proactively reports on financial and non-financial metrics to decision-makers
Running a finance function
Uses experience across all partners to identify and implement solutions to common issues like expense management, payroll providers, etc
Evaluates different potential solutions in a given scenario and advises accordingly, with support as required
Comfortable improving and iterating on more specific processes that are already in place by finding ways to make it more efficient
Considers future developments at partners and how processes will need to be developed and/or amended to meet these needs
... all of that plus...
Ownership & proactivity
Adds ownership of larger project work to responsibilities and communicates effectively with Partners on progress in addition to any BAU or smaller projects
Honest communication
Manages challenging situations such as issues with quality of work or scope changes, using the PD channel as required
Curiosity to develop
Provides an informed view of scope for partners when asked for this
Builds and maintains partner relationships, being responsible for all BAU and smaller project interactions
Adopts a mindset of continuous process improvement and is able to demonstrate this across a longer period i.e month to month or quarter to quarter
Picks up and understands software that might previously have been unfamiliar to them
Actively engages in the upskilling of Associates, ensuring that they understand the context, the “why” and the “how” of partner work
£70k
Managing a finance team
Organises finance team through weekly catch ups and sets up appropriate communication channels
Compiles a visual project plan identifying tasks and setting out deadlines and team are confiudent that they know what they need to work on
Demonstrates a detailed understanding of ongoing finance priorities and other tasks
Project plans how the FinOps function needs to develop over the next 6 months
Reporting to decision-makers
Understands the plans for the business and interprets how the finance function will need to change to support them
Uses financial experience and knowledge of the partner’s operating model to help with improvements to their FinOps function
Running a finance function
Identifies new FinOps tools or processes to implement with partners
Identifies processes that could be automated and provides solutions
Shares new tools to, as a team, “fix bikes”
Takes a lead on the more complex processes and tasks such as R&D work and FP&A
Ownership & proactivity
Keeps on top of team processes and identifies any weak areas
Honest communication
Comfortable taking the lead on calls with the partner team
Open with the partner and team about their knowledge and current limitations, whilst maintaining a positive problem solving mindset
Always uses empathy and honestly to communicate to the team
Confident in communicating how we work and potential for scope changes with partners
Curiosity to develop
Looks to work collaboratively and upskill FOMs and FOAs where they don’t have direct experience
Has 1:1 catch ups with the teams to identify strenghts and weaknesses to be able to support on areas which they need development
Is honest with self about gaps and where things take more time & has the confidence to get support
Provides fast and honest feedback to the teams, helping them identify areas of strength and weakness
Seeks feedback about themselves
Established
3
₹18L
... all of that plus...
Managing a team
In addition to recommending suggestions, also implements changes/innovations/automations
Ensures accuracy of Process Street checklists and Coda (or equivalent) for handovers
Reporting to decision-makers
Ability to comment on variances in BS
Comfortable generating custom reports for month-end
Suggests improvements and format changes in month-end reporting
Running a finance function
Obtains costs information around R&D directly from Partners
Owns payroll entirely, clearing any complications/changes without Manager input
Manages VAT returns independently
... all of that plus...
Ownership & proactivity
Able to adjust focus to critical tasks or priorities and communicates any changes as required
Proactively checks if there are scheduled Partner calls during Manager absence and step in to fill the role of the Manager on these calls
Effectively manages workload, avoiding the need to work overtime with partners
Challenging choice of process or software and recommending options
Honest communication
Is assertive in communicating and confident in decision-making, ensuring the team’s objectives are met without succumbing to people-pleasing behaviours
Curiosity to develop
Demonstrates initiative in asking for more complex work
£64k / ₹31L
... all of that plus...
Managing a team
Identifies opportunities to share responsibilities with FinOps Associates to facilitate development and to help balance team priorities
Comfortable advising on best practice as seen across partner portfolio
Reporting to decision-makers
Links financial analysis with wider business context (and non financial data) to report with impact
Provides stringent checks and balances on business decisions
Running a finance function
Implements complex or non-standard processes (with support from a Lead if needed)
Comfortable researching solutions or software with little to no support
Actively seeks to implement solutions to complex and non-standard process with little or no support
Prepares and plans processes for future partner developments ahead of time so these can be implemented as soon as they are required
Can implement autonomous processes for tasks that are outside of the box
... all of that plus...
Ownership & proactivity
Takes complete ownership of partner relationship, being the key point of contact for BAU, projects and any one off and/or challenging conversations
Confident in discussing scope changes with partners
Honest communication
Is open and honest about the time taken to complete tasks, particularly where this was longer than expected
Curiosity to develop
Encourages FinOps Associates identify and on areas where they would like to improve and helps facilitate this
Encourages FinOps Associates to review and iterate their existing processes and maintain good quality documentation
Promotes a culture of continuous improvement by discussing and recognising individual strengths within the team and fostering an environment where each member can excel
Builds a team environment that encourages the team to be the best versions on themselves by playing to their individual strengths
£73k
... all of that plus...
Managing a finance team
Actively participates in the development and execution of the FinOps function’s vision
Reporting to decision-makers
Demonstrates to the partner team the improvements in the finance team over time through the projects undertaken
Running a finance function
Acts as the go-to expert for all FinOps challenges
Leads cross-functional projects to optimise financial systems and tools
Researches new solutions or software and shares with the wider team
... all of that plus...
Ownership & proactivity
Is on top of project deadlines and communicates progress (good or bad) effectively with the partner
Champions a culture of innovation within the finance team, fostering an environment that encourages experimentation and continuous improvement
Honest Communication
Is open and honest with the partner about the time taken to complete tasks, particularly where this was longer than expected
Confident in promoting the value of RORA to current and potential partners
Curiosity to develop
Acts as a mentor or sounding board for FOMs and FOAs, identifying areas where they can be upskilled and progress
Takes time to understand themselves and how individuals within the team work and shapes their approach accordingly
Uses their experience to give honest feedback or advice to partners and the team
Helps the team progress by taking an active approach to feedback
Expert
3
₹21L+
Managing a team
Supports Managers and Leads in maintaining Coda or other (particularly at the time of transition of new partners)
Reporting to decision-makers
Confident preparing management accounts, understanding trends and variances and suggests improvements, where relevant
Running a finance function
Expert in VAT returns, dealing with variances and missing receipts
Confident preparing R&D for review
Recommends improvements for payment run processes
Ownership & proactivity
Confident in managing Partner work in absence of a Manager
Exemplifies strong individual decision-making skills, avoiding the tendency to prioritise partner satisfaction
Confident changing the existing software or providing viable alternatives of software
Takes up new projects independently
Demonstrates the ability to set personal boundaries and effectively manage workload
Honest communication
Avoids the tendency to excessively accommodate partners
Curiosity to develop
Looks for opportunities to answer queries in AMA channel
Offers support to other Associates in navigating Partner work through training and coaching
₹34L
... all of that plus...
Managing a team
Organises finance team through weekly catch ups and sets up appropriate communication channels
Keeps on top of team processes and identifies any weak areas
Demonstrates a detailed understanding of ongoing finance priorities and other tasks
Reporting to decision-makers
Is part of the decision-making process bringing the reporting required to ensure the business is being run effectively and efficiently
Running a finance function
Takes a lead on the more complex processes and tasks such as R&D work and FP&A
Uses financial experience and knowledge of the partner’s operating model to help with improvements to their FinOps function
Identifies new FinOps tools or processes to implement with partners
Identifies processes that could be automated and provides solutions
Understands the plans for the business and interprets how the finance function will need to change to support them
... all of that plus...
Ownership & proactivity

Honest Communication
Comfortable taking the lead on calls with the partner team
Open with the partner and team about their knowledge and current limitations, whilst maintaining a positive problem solving mindset
Always uses empathy and honestly to communicate to the team
Curiosity to develop
Looks to work collaboratively and upskill FOMs and FOAs where they don’t have direct experience
Is honest with self about gaps and where things take more time & has the confidence to get support
£78k
... all of that plus...
Managing a finance team
Drives transformational change within the finance function, reimagining processes and systems
Reporting to decision-makers
Offers an opinion on commercial decisions
Running a finance function
Is able to identify the core issue when tackling challenges and brings their viewpoint to solve it
Challenges operational decisions in a way that builds trust
... all of that plus...
Ownership & proactivity
Acts as a role model to the team and the world on the application of FinOps principles and revolutionising the accounting sector
Honest Communication
Ensures that the teams they work with take ownership for communicating effectively with partners and the team even when they’re not around
Curiosity to develop
Coaches team members
Inputs into internal workshops and discussions about FinOps best practice and lessons learned through experience
⁠

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