AccountsIQ
Finance Implementation Specialist
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Finance Implementation Specialist
The Company
At AccountsIQ, part of the AIQ Group, we’re on a mission to deeply understand our customers and deliver technology that enriches their lives. Alongside ExpenseIn, a leading expense management platform within the group, we provide smart, feature-rich financial management software designed for ambitious businesses that have outgrown basic starter systems or seek a simpler, more affordable alternative to complex, costly ERP solutions.
Our cloud-based accounting software transforms the finance function, making it easier for multi-entity businesses to capture, process, and report their financial data with ease and efficiency.
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
- Current system landscape
- Helping design and configure:
- The customer’s finance system setup
- GL structure
- Analysis
- User roles
- Workflows
- Reporting requirements
- Core finance processes
- Supporting data migration activity by guiding customers through:
- Templates
- Data preparation
- Validation
- Reconciliation
- Testing
- Final sign-off
- Overseeing the build and configuration of customer databases, coordinating with internal teams (data, reporting, integrations, and support) where required.
- Project-managing each implementation by maintaining:
- Timelines
- Actions
- Risks
- Dependencies
- Status updates
- 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
- Enhancement requests
- Sharing structured insights 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
- Future customer needs
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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 (general ledger)
- AP (accounts payable)
- AR (accounts receivable)
- Bank reconciliation
- Budgeting
- Reporting
- Month-end processes
- 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
- Project update calls
- The ability to:
- Understand customer requirements
- Translate them into:
- Practical system setup
- Process guidance
- Reporting needs
- Integration requirements
- Strong project coordination skills, including the ability to:
- Manage timelines
- Actions
- Risks
- Dependencies
- 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 simultaneously
- Accuracy
- Pace
- High-quality customer experience
- A proactive, pragmatic problem-solver with a genuine interest in:
- Finance technology
- Process improvement
- Customer success
- Comfortability in working with internal teams, such as:
- Product
- Support
- Integrations
- Reporting
- Sales
- Account Management
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The Hiring Process
- First stage: An initial call with Lewi from our People team to discuss your application, experience, and suitability for the role.
This call will also provide an opportunity for you to ask any questions about
- AccountsIQ
- The role
- The hiring process
- Second stage: Interview with the hiring manager to explore:
- Your finance/accounting experience
- Customer-facing skills
- Alignment with the role
- Final stage: Interview with the hiring manager and a member of our Onboarding team.
- Likely to include a small task or exercise, such as a short presentation
- Briefing details provided in advance. ---
Salary: £45,000 GBP – £50,000 GBP
Why Work With Us?
AIQ Group is a multi-product SaaS business, bringing together ExpenseIn and AccountsIQ, and was recently ranked #477 in the Financial Times FT1000 list of Europe’s fastest-growing companies in 2026.
Company Culture
An organisation that combines:
- Drive
- Energy
- Ambition
- Supportive, down-to-earth culture
Our TEAM values (Together, Energy, Action, and Mindset) sit at our core, guiding how we work and grow.
Following a €60M investment in 2024, now is an exciting time to join as we continue to:
- Scale
- Enhance our products
- Elevate service for customers
Perks & Benefits
Leave
- 28 days annual leave
- Bank holidays
- Birthday off
Work & Location
- Hybrid working with access to London or Dublin offices
- Option to work from abroad, limited to up to 6 weeks per calendar year
Financial Benefits
- Private Health Insurance
- 5% Pension contribution
- Life Assurance (4 x salary)
- Income Benefit
Additional Perks
- Wellbeing initiatives
By submitting your application, you agree that AccountsIQ Group may collect your personal data for recruiting, global organisation planning, and related purposes. For full details, refer to [AccountsIQ Group’s Privacy Notice](link to notice is optional for omissions-original data did not include any link).
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