AccountsIQ
Finance Implementation Specialist
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Finance Implementation Specialist
Role: Finance Implementation Specialist
The Company
AccountsIQ, part of the AIQ Group, is dedicated to deeply understanding customers and delivering technology that enriches their lives. Alongside ExpenseIn, a leading expense management platform within the group, we provide smart, feature-rich financial management software tailored for ambitious businesses looking to surpass basic starter systems or seek a more affordable alternative than complex, costly ERP solutions.
Our cloud-based accounting software transforms the finance function, enabling multi-entity businesses to effortlessly capture, process, and report financial data with efficiency.
The Role
Reporting to the Head of Solutions and Services, the successful candidate will engage with new UK and Irish customers and partners during the implementation and onboarding process. The Finance Implementation Specialist will confidently guide new customers through easy steps to digitalise their finance function, significantly improving the daily working life of finance staff and those who collaborate with them.
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.
- Assessing each customer’s finance processes, business model, reporting needs, approval workflows, integrations, and current system landscape.
- Supporting the design and configuration of the customer’s finance system, including:
- General ledger (GL) structure,
- Analysis setup,
- User roles,
- Workflows,
- Reporting requirements, and
- Core finance processes.
- Supporting data migration activity by guiding customers through:
- Templates,
- Data preparation,
- Validation,
- Reconciliation,
- Testing, and final sign-off.
- Overseeing the build and configuration of customer databases, coordinating with internal teams including Data, Reporting, Integrations, and Support.
- Project-managing each implementation by maintaining:
- Timelines,
- Actions,
- Risks,
- Dependencies,
- Status updates, and
- Clear communication with customer stakeholders.
- Supporting customer testing and ensuring go-live readiness, including:
- Validating key processes, and
- Ensuring user confidence before launch.
- Preparing integration and reporting specifications for internal teams, ensuring:
- Clear documentation of customer requirements, and
- Assurance that they are achievable.
- Capturing:
- Product feedback,
- Recurring customer requirements,
- Implementation challenges, and
- Enhancement requests, while sharing structured insights with the Product team.
- Delivering a high-quality customer experience via:
- Balancing best-practice guidance with pragmatic problem-solving.
- Conducting a structured handover to the Account Management team upon project completion, documenting:
- Configuration,
- Key decisions,
- Outstanding items, and
- Future customer needs.
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What You’ll Need
- 3+ years’ experience in:
- A customer-facing finance system implementation role,
- Customer onboarding, or
- Consultancy.
- Strong understanding of:
- Finance and accounting processes,
- General Ledger (GL),
- Accounts Payable (AP),
- Accounts Receivable (AR),
- Bank reconciliation,
- Budgeting,
- Reporting,
- Monthly reporting and
- Consolidation.
- Experience in:
- Managing customers through implementation projects from:
- Kickoff,
- Configuration, through to
- Testing,
- Go-live, and
- Handover.
- Managing customers through implementation projects from:
- Confidence to run:
- Customer workshops,
- Onboarding sessions,
- Training sessions, and
- Project update calls.
- The ability to:
- Understand customer requirements and translate them into:
- Practical system setup,
- Process guidance,
- Reporting needs, or
- Integration requirements.
- Understand customer requirements and translate them into:
- Strong project coordination skills including:
- Management of:
- Timelines,
- Actions,
- Risks,
- Dependencies, and
- Customer expectations.
- Management of:
- Excellent:
- Communication and
- Documentation skills,
able to clearly explain:
- Finance or system concepts to
- Diverse audiences.
- Ability to:
- Manage multiple onboarding projects simultaneously while maintaining:
- Accuracy,
- Pace, and
- A high-quality customer experience.
- Manage multiple onboarding projects simultaneously while maintaining:
- Proactive, pragmatic problem-solving with:
- A genuine interest in finance technology,
- Process improvements, and
- Customer success.
- Comfortable working collaboratively with internal teams including:
- Product,
- Support,
- Integrations,
- Reporting,
- Sales, and
- Account Management.
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The Hiring Process
The process is structured into three key stages:
- Stage 1: An initial call with Lewi from the People team to discuss your application, experience, and suitability for the role. This call also provides an opportunity for you to ask any initial questions regarding:
- AccountsIQ,
- The role, and
- The hiring process.
- Stage 2: Meet with the hiring manager for a more detailed interview focused on:
- Finance/accounting experience,
- Customer-facing skills, and
- Alignment with the role.
- Stage 3: A final interview tailored by both the hiring manager and a member from the Onboarding team, which includes:
- A small task or exercise (likely a short presentation),
- Briefed in advance of your interview.
Salary
£45,000 GBP - £50,000 GBP
Why Work with Us?
About the Company
- AIQ Group is a multi-product SaaS (Software-as-a-Service) business encompassing ExpenseIn and AccountsIQ. Recently ranked #477 in the Financial Times FT1000 list of Europe's fastest-growing companies in 2026.
Our Culture and Values
Guided by TEAM values—Together, Energy, Action, and Mindset—we blend drive, energy, and ambition with a supportive culture that includes:
- Forward-thinking mindset,
- Collaborative environment, and
- A supportive culture aiding employees to thrive.
Following a €60M investment in 2024, we invite you to join as we continue to scale, enhance products, and elevate customer service.
Our Perks
- 28 days’ annual leave + bank holidays + your birthday off.
- Hybrid working from London or Dublin offices.
- Opportunity to work from abroad for up to 6 weeks per calendar year.
- Private Health Insurance.
- 5% pension contribution.
- Life Assurance - 4 times salary.
- Income Benefit.
- Wellbeing initiatives.
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