Finance Systems Implementation Consultant (Xero and Unleashed)
Stafford
Full time
Permanent
Finance Systems Implementation Consultant (Xero and Unleashed) Stafford (hybrid, minimum 3 days in the office) | Full Time | Permanent | £40,000 - £50,000
Outserve is a specialist accounting and business automation company. We help ambitious ecommerce and growing businesses close the gap between their accounting, inventory and sales channels, improve visibility and build robust financial foundations that support growth.
As our business continues to grow, we are looking for an accounting professional with an implementation background to lead client systems projects. You'll scope the work, run client workshops, configure the systems, make sure everything lands correctly in the accounts and train the client's team, with our developers and accountants backing you up.
This is a fantastic opportunity for someone who understands both the numbers and the systems, enjoys working with clients and wants to be a trusted part of a growing business.
Salary & Benefits
- Monthly wellbeing bonus
- Private Medical Insurance
- 2x Death in Service cover
- Travel to client sites with expenses paid
- Free onsite refreshments and snacks
- Ongoing learning and development opportunities
- A supportive and collaborative team environment
The Role
Reporting to the Managing Director, you will lead the delivery of inventory and accounting systems projects for our clients, typically Unleashed integrated with Xero, A2X and Shopify. Drawing on your bookkeeping or accounting knowledge, you will guide clients through how stock, orders and sales flow into their accounts.
This is a hands-on, client-facing role. You'll plan your own work, manage projects from scoping through to go-live and hand over cleanly to our support and accounting teams.
Working pattern: full time and permanent, Monday to Friday, 35 hours per week, with at least 3 days a week in our Stafford office. The remaining time can be worked from home or at client sites. Travel to client sites is part of the role and expenses are paid.
Location: our office is in Stafford, within easy reach of Stoke-on-Trent, Stone, Cannock and Lichfield. We are looking for someone who lives within commuting distance.
What You'll Be Doing
- Running discovery sessions, virtual meetings and on-site visits to understand client needs.
- Producing clear scopes, estimates and project plans that we can price with confidence.
- Configuring Unleashed, including products, warehouses, BOMs and assemblies, purchasing, sales orders and costing.
- Running data migration and supporting clients through go-live.
- Setting up and testing integrations between Unleashed, Shopify, Xero and A2X, and briefing our developers on anything custom.
- Making sure stock valuation, cost of sales and ecommerce settlements post correctly in Xero.
- Analysing ecommerce accounting activity to give clients practical insight.
- Training client teams and handing over to our support or accounting teams after go-live.
- Raising scope changes early and agreeing them with the client before work starts.
- Building and improving our implementation playbook, templates and checklists.
What We're Looking For
- A bookkeeping or accounting background, either qualified, part-qualified (AAT, ACCA, CIMA, ACA) or with equivalent experience.
- Strong Xero knowledge, including how inventory, cost of sales and stock valuation work in the accounts.
- Proven experience helping businesses implement or improve cloud systems, such as inventory, ecommerce or accounting apps.
- An understanding of how ecommerce orders, refunds, fees and payouts flow into the accounts.
- Client-facing experience, such as scoping, planning or regular client contact.
- Confidence running workshops and training with business owners and their teams.
- Organised, clear in writing and comfortable giving clients difficult messages.
- Willingness to travel to client sites.
- Experience leading client projects from scoping through to go-live.
- Hands-on experience with Unleashed or another inventory system, such as Cin7, DEAR, Brightpearl or Linnworks.
- Experience with A2X or similar settlement tools and marketplace reconciliation.
- Experience with Amazon, multi-channel or wholesale businesses.
- Data migration using spreadsheets or CSV imports.
- Enough understanding of APIs and integrations to work well with developers.
Don't have Unleashed or A2X experience? We'll train you. Our Values
We want someone who will live our values every day:
- Passion and tenacity
- Learning and the pursuit of better solutions
- Ambition and desire for more
- Nurturing positive relationships
- Truth and integrity
Why Join Outserve?
We're looking for someone who takes pride in accuracy, enjoys solving problems for clients and wants to play a key role within a growing business. If you're someone who enjoys taking ownership, working collaboratively and making a genuine impact, we'd love to hear from you.
We are also recruiting for an Operations Manager (Accountancy and Business Automation). If your experience sits somewhere between the two roles, please apply and tell us which role interests you most. We will consider every application against both roles.
