AccountsIQ
Finance Implementation Specialist
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Finance Implementation Specialist
About AccountsIQ
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 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
- 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 data, reporting, integrations, and support teams 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, 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
- 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, and project update calls.
- Ability to understand customer requirements and translate them into:
- Practical system setup
- Process guidance
- Reporting needs
- Integration requirements
- Strong project coordination skills, with the ability to:
- Manage timelines
- Maintain accuracy, pace, and a high-quality customer experience
- Coordinate actions, risks, dependencies, and customer expectations
- Excellent communication and documentation skills, with the ability to explain finance and system concepts clearly to different audiences.
- Ability to manage multiple onboarding projects simultaneously while maintaining quality and delivering a high-quality customer experience.
- A proactive, pragmatic problem-solver with a genuine interest in finance technology, process improvement, and customer success.
- Comfortable working with internal teams such as:
- Product
- Support
- Integrations
- Reporting
- Sales
- Account Management
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Salary
£45,000 GBP - £50,000 GBP
Hiring Process
-
An initial call with Lewi from the People team to discuss:
- Your application
- Your experience
- Your suitability for the role (Also a chance for you to ask questions about AccountsIQ, the role, and the hiring process).
-
A more detailed interview with the hiring manager, exploring:
- Finance/accounting experience
- Customer-facing skills
- Alignment of your background with the role’s requirements.
-
A final interview with the hiring manager and an Onboarding team member, including:
- A small task or exercise, likely a short presentation (Briefed in advance).
Why Work with Us?
About AIQ Group
- Multi-product SaaS business combining ExpenseIn and AccountsIQ
- Ranked #477 in the Financial Times’ FT1000 list of Europe’s fastest-growing companies, 2026
Culture and Values
- Forward-thinking and collaborative organisation
- Combines drive, energy, ambition with supported, down-to-earth culture
- TEAM values: Together, Energy, Action, and Mindset
- Proven growth: Following a €60M investment in 2024, the group continues to scale and enhance both products and service quality.
The Perks
- Annual Leave:
- 28 days + bank holidays + birthday off
- Flexible working:
- Hybrid model with London or Dublin offices
- Ability to work from abroad for up to 6 weeks per calendar year
- Benefits:
- Private Health Insurance
- 5% Pension contribution
- Life Assurance (4 x salary)
- Income Benefit
- Wellbeing initiatives
By submitting your application, you agree that AccountsIQ Group may collect your personal data for recruiting, global organisation planning, and related purposes. Refer to [AccountsIQ Group’s Privacy Notice](insert URL if mandatory) for details on personal information processing, including its processing scope, purposes, and your rights over your data.
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