Finance Implementation Specialist

The Role

Reporting to the Head of Solutions and Services, the successful candidate will work with new UK and Irish customers and support partners during the implementation and onboarding stage. The Finance Implementation Specialist will be confident and will guide new customers through our easy steps to digitalise their finance function, which has a big impact on improving the daily working life of all finance staff and those who work around finance.

What you’ll be doing

• Managing the onboarding and implementation of new AccountsIQ customers, guiding them from project kick-off through to go-live and handover.
• Running structured onboarding sessions to help customers understand AccountsIQ, adopt best-practice finance processes, and prepare users for successful system use.
• Understanding each customer’s finance processes, business model, reporting needs, approval workflows, integrations, and current system landscape.
• Helping design and configure the customer’s finance system setup, including GL structure, analysis, user roles, workflows, reporting requirements, and core finance processes.
• Supporting data migration activity by guiding customers through templates, data preparation, validation, reconciliation, testing, and final sign-off.
• Overseeing the build and configuration of customer databases, coordinating with internal data, reporting, integrations, and support teams where required.
• Project-managing each implementation by maintaining timelines, actions, risks, dependencies, status updates, and clear communication with customer stakeholders.
• Supporting customer testing and go-live readiness, ensuring key processes are validated and users are confident before launch.
• Preparing integration and reporting specifications for internal teams, ensuring customer requirements are clearly documented and deliverable.
• Capturing product feedback, recurring customer requirements, implementation challenges, and enhancement requests, sharing structured insight with the Product team.
• Providing a high-quality customer experience throughout onboarding, balancing best-practice guidance with pragmatic problem-solving.
• Completing a structured handover to the Account Management team after project completion, documenting configuration, key decisions, outstanding items, and future customer needs.

What you’ll need

• 3+ years’ experience in a customer-facing finance system implementation, onboarding, or consultancy role.
• Strong understanding of finance and accounting processes, including GL, AP, AR, bank reconciliation, budgeting, reporting, month-end, and consolidation.
• Experience managing customers through implementation projects, from kickoff and configuration through to testing, go-live, and handover.
• Confidence running customer workshops, onboarding sessions, training sessions, and project update calls.
• The ability to understand customer requirements and translate them into practical system setup, process guidance, reporting needs, or integration requirements.
• Strong project coordination skills, with the ability to manage timelines, actions, risks, dependencies, and customer expectations.
• Excellent communication and documentation skills, with the ability to explain finance and system concepts clearly to different audiences.
• The ability to manage multiple onboarding projects at the same time while maintaining accuracy, pace, and a high-quality customer experience.
• A proactive, pragmatic problem-solver with a genuine interest in finance technology, process improvement, and customer success.
• To be comfortable working with internal teams such as Product, Support, Integrations, Reporting, Sales, and Account Management

What’s the hiring process?

1. The first stage will be an initial call with Lewi from our People team to discuss your application, experience and suitability for the role. This is also a chance for you to ask any initial questions about AccountsIQ, the role and the hiring process.
2. If successful, you’ll then meet with the hiring manager for a more detailed interview. This conversation will explore your finance/accounting experience, customer-facing skills and how your background aligns with the role.
3. The final stage will be an interview with the hiring manager and a member of our Onboarding team. This stage will include a small task or exercise, likely a short presentation, which you’ll be briefed on in advance.

When do applications close?

Applications will close on Friday 10th July at 5pm.