
Systems Finance Expert
5 days ago
The Finance Systems and Process Specialist role is a key position, responsible for executing complex client finance workflows to deliver accurate results.
This specialist will work on:
- Executing technical workflows to resolve client finance issues and ensure rapid delivery;
- Providing backup support for urgent client deliverables or mentoring colleagues through challenging finance tasks;
- Reviewing and optimizing workflows to boost accuracy, productivity and service level agreements;
- Maintaining documentation to keep client manuals, process maps and internal guides up to date and accessible;
- Upholding service excellence with real-time quality checks, low error rates and exceptional customer outcomes;
- Designing best-practice processes for bookkeeping, payroll and reporting to drive operational consistency;
- Collaborating on automation to embed automated checks, API integrations and AI-driven controls;
- Analyzing trends and errors in finance workflows to proactively strengthen training, QA standards and process safeguards.
- A strong foundation in finance operations, with hands-on experience across bookkeeping, payroll, accounts payable/accounts receivable, financial reporting, budgeting, or forecasting;
- Comfort working with systems and processes, identifying how each step fits into the bigger picture and where things can be improved;
- A systems thinking mindset, understanding how workflows, people and technology intersect and designing processes that scale;
- Experience using cloud accounting platforms like Xero or similar tools, and confidence navigating third-party apps or automation software;
- Exposure to working with or alongside product and engineering teams, especially in fast-paced or tech-enabled environments;
- An interest in artificial intelligence and automation, and how these technologies can improve accuracy, efficiency and insight across finance workflows;
- A mindset of continuous improvement, always looking to increase accuracy, consistency and impact in the way finance services are delivered.
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