Our client, a fast-growing Financial Services business, is looking for a qualified accountant who loves turning manual finance processes into automated, data-driven ones. As Senior Finance Manager – Technology, you will lead the firm's automation, AI adoption and data analytics agenda, while keeping a hand in core finance delivery.
The role splits roughly 60% transformation projects and 40% business-as-usual (BAU). You will join a small, high-impact finance team with real scope to set the direction for automation across the whole organisation, not just Finance.
You will work closely with senior stakeholders, acting as a trusted business partner who can translate commercial problems into practical, data-led solutions.
Key Responsibilities
Automation, AI and data analytics projects (c.60%)
- Lead the design and delivery of the finance automation roadmap, identifying high-value opportunities to remove manual work across Finance and the wider business.
- Own end-to-end delivery of automation and AI projects: scoping, business case, build, testing, rollout and benefits tracking.
- Use advanced data tools (e.g. Power BI, Alteryx, Python, SQL, Power Automate or RPA platforms) to automate reporting, reconciliations and data flows.
- Drive practical adoption of AI tools within Finance and partner teams, ensuring safe, controlled and well-governed use.
- Build self-serve dashboards and analytics that give senior leaders timely, reliable insight into performance.
- Improve data quality and the finance data model, working with Technology and Data teams on system integration.
- Act as the internal champion for automation, sharing best practice and upskilling colleagues across the business.
- Manage project stakeholders, timelines, risks and budgets, and report progress to senior leadership.
Business-as-usual finance (c.40%)
- Business partner senior stakeholders, with a particular focus on Technology spend and investment.
- Lead budgeting, forecasting and month-end reporting for your area, including variance analysis and commentary.
- Provide commercial and financial analysis to support investment decisions, business cases and vendor negotiations.
- Track Technology costs, capitalisation and project spend, ensuring accurate accounting treatment.
- Maintain strong controls and support audit and regulatory requirements expected of a Financial Services business.
- Contribute to wider finance team priorities as the business scales.
Requirements
- Qualified accountant (ACA, ACCA or CIMA) with 2–4 years' post-qualification experience.
- A proven track record of using advanced data tools to automate finance or business processes, with clear examples of the impact delivered.
- Experience leading automation, analytics or systems projects from idea through to implementation.
- Hands-on capability with tools such as Power BI, Alteryx, SQL, Python, Power Query or RPA platforms.
- Strong business partnering skills and the confidence to influence and challenge senior stakeholders.
- Ability to explain technical and financial concepts clearly to non-specialist audiences.
- Comfortable balancing project delivery with BAU deadlines in a fast-paced environment.
- Experience in Financial Services, FinTech or another regulated environment.
- Exposure to AI or machine learning tools in a finance or operations setting.
- Experience with cloud ERP or planning systems and finance data architecture.
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Senior Finance Manager - Technology employer: Felbridge Partners
Join a dynamic and innovative company as their first Financial Controller, where you will have the unique opportunity to build the finance function from the ground up in a fast-paced environment. With a strong emphasis on employee growth and a culture that champions continuous improvement, you will work closely with the CFO to implement cutting-edge AI-driven tools and systems, ensuring your contributions have a significant impact on the company's success. This role not only offers competitive benefits but also fosters a collaborative atmosphere that encourages autonomy and creativity, making it an ideal place for those looking to make a meaningful difference in their careers.
