Gleeson Recruitment Group
Finance Transformation Manager
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Finance Transformation Manager
We're looking for a Finance Transformation Manager to join a fast-growing, multi-site business. This is a standalone role focused on improving finance processes, systems, and reporting across the organisation.
You'll own our Power BI reporting environment and lead the delivery of automation and transformation projects, using tools such as VBA, Python, and AI to improve efficiency, strengthen controls, and improve the quality of business insight.
You'll act as a key link between Finance, Operations, and data teams, turning complex information into clear, actionable insight that supports decision-making and performance management. You'll also identify and deliver process improvements across both Finance Operations and Commercial Finance, playing a leading role in modernising how the finance function works as the business continues to grow.
What You'll Be Doing
Reporting and Insight
- Manage the company's Power BI reporting environment, keeping reporting accurate, accessible, and aligned to business needs
- Maintain, develop, and improve existing dashboards, reports, and data models
- Act as the finance lead for the reporting data warehouse and related data sources, managing data quality and access controls
- Work with stakeholders across the business to identify and deliver new reporting and analysis needs
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Process Automation
- Review, redesign, and automate finance processes using Power BI, Power Query, VBA, Python, and AI-based tools to reduce manual work and improve efficiency
- Act as the go-to person within finance for automation and digital ways of working
- Support and mentor colleagues in building their own automation, VBA, Python, and AI skills
- Help build a culture of continuous improvement within the finance function
Transformation and Projects
- Lead finance transformation projects from initial idea through to delivery, across both Finance Operations and Commercial Finance
- Manage key projects, including a finance systems upgrade, a new purchase order process, and AI-based invoice processing
- Build business cases, project plans, and roadmaps to support the business's continued growth
- Work with internal teams and external suppliers to ensure projects are delivered successfully
Business Partnering
- Work closely with Finance, Operations, and Commercial teams to understand their reporting needs
- Support budgeting, forecasting, and performance tracking
- Provide financial and operational insight to support business decisions
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What We're Looking For
Essential
- Qualified accountant (e.g. CIMA, ACCA, or equivalent)
- Strong experience with Power BI, including data modelling, DAX, and dashboard design
- Proven track record in finance transformation, project delivery, and process improvement
- Strong Excel and VBA skills, including writing and maintaining macros
- Experience using Python for automation, data analysis, or reporting
- Good understanding of finance operations, management accounting, and financial controls
- A track record of delivering technology-driven change and automation projects
- Strong communication, stakeholder management, and project management skills
Desirable
- Experience working with large, complex datasets across multiple sites or locations
- Practical experience using AI tools for data analysis or automation
- Experience building or improving reporting processes and data structures from the ground up
What We Value
- Commercial awareness
- Attention to detail
- A continuous improvement mindset
- Strong stakeholder engagement
- The ability to influence decision-making
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