Finance Specialist

Finance Specialist

Full-Time 100000 - 120000 £ / year (est.) On-site
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At a Glance

  • Tasks: Lead finance transformation projects and redesign core finance processes.
  • Company: Dynamic finance consultancy focused on innovative solutions.
  • Benefits: Competitive salary, bonuses, and professional development opportunities.
  • Other info: Collaborative environment with strong focus on career growth.
  • Why this job: Make a real impact in finance while shaping future technology solutions.
  • Qualifications: Qualified accountant with experience in finance systems and process redesign.

The predicted salary is between 100000 - 120000 £ per year.

Our client is seeking an experienced finance professional to lead the Finance Systems Replacement and Technology Enablement Programme. This is a business‑owned finance transformation role, not an IT delivery post.

You will act as the Finance Transformation Lead, responsible for redesigning core finance processes, shaping the future-state operating model, and ensuring the chosen finance system (Oracle NetSuite / MS Dynamics or similar) fully supports statutory, regulatory and management reporting requirements.

The successful candidate will be a qualified accountant (ACA, CIMA, ACCA, ICAS) with hands-on understanding of financial processes.

Purpose of the Role

  • Lead the end‑to‑end lifecycle of the finance transformation project
  • Own the functional design of the new finance system based on best‑practice accounting and regulatory requirements
  • Represent the CFO and the Finance function in all aspects of the programme including vendor selection, process redesign, data requirements, implementation and adoption
  • Drive improvements in automation, reporting quality and operational efficiency across Finance

What makes this role different

This role is intentionally positioned as a Finance Business Lead, meaning:

  • Finance Expertise First, Technology Second
  • You redesign the processes; the technology is there to support your vision
  • Decisions are based on accounting, controls, compliance and reporting - not pure IT architecture

What You Bring

  • A finance professional’s mindset: understanding the “why” behind the transformation
  • Ability to challenge, influence and guide senior stakeholders
  • Strong communication skills with the credibility to represent Finance across the business
  • A passion for improving processes, data and reporting, not just delivering a system
  • Ability to oversee a complex programme while keeping the focus firmly on finance outcomes

Key Responsibilities

  • Lead the end‑to‑end lifecycle of the finance transformation project
  • Act as the primary liaison for Finance, engaging with: CFO and senior finance leaders, Group technology teams, System implementation partners and external vendors
  • Month-end close requirements
  • Statutory and FCA-regulated reporting
  • Controls, reconciliations and audit needs
  • Lead data, reporting and MI transformation

Experience & Qualifications Required

  • Professional accounting qualification (ACA / ACCA / CIMA / ICAS) or equivalent expertise
  • Proven experience leading finance system / GL replacements from the business side
  • Strong knowledge across: AP & AR, Finance operations and controls
  • Experience in finance process redesign, data structures and reporting frameworks
  • Experience in Financial Services and FCA-regulated environments
  • Exposure to Oracle, Microsoft Dynamics or similar cloud finance systems
  • Experience working with procurement on vendor selection & RFP processes

What You Bring

  • A finance professional’s mindset: understanding the “why” behind the transformation
  • Ability to challenge, influence and guide senior stakeholders
  • Strong communication skills with the credibility to represent Finance across the business
  • A passion for improving processes, data and reporting, not just delivering a system
  • Ability to oversee a complex programme while keeping the focus firmly on finance outcomes

Apply with CV to Tim Murray-Brown at Tim@theengagepartnership.com or call 07590 533297.

Finance Specialist employer: The Engage Partnership Recruitment

Join a dynamic and rapidly growing organisation in the UK as a D365 F Project Manager, where you will play a pivotal role in leading a significant ERP transformation. Our company fosters a collaborative work culture that prioritises employee development, offering ample opportunities for growth and advancement within a supportive environment. With a hybrid working model, competitive benefits, and a commitment to innovation, we provide a rewarding workplace for those seeking to make a meaningful impact.

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Contact Details:

The Engage Partnership Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Finance Specialist

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like The Engage Partnership Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Finance Specialist

Finance Transformation
Financial Processes Redesign
Oracle NetSuite
MS Dynamics
Statutory Reporting
Regulatory Compliance
Data Requirements Analysis

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Engage Partnership Recruitment.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on The Engage Partnership Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at The Engage Partnership Recruitment

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Engage Partnership Recruitment.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at The Engage Partnership Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former The Engage Partnership Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.