Equals Group PLC
Head of Finance Projects
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About Equals
Equals is the next-generation global money movement platform built for exceptional businesses operating across borders. We bring international payments, embedded finance, and more together into a single connection that simplifies operations and strengthens financial control. With deep expertise and integrated infrastructure, Equals turns financial complexity into reliable solutions.
With our headquarters in London and teams around the UK and Europe, you will join a very close-knit, talented, and supportive team from various backgrounds who believe that bringing different perspectives together helps us understand our customers' needs. United, by one thing, making money management straightforward and cost-effective for our customers.
About the Role
Equals Money is a fast-growing, regulated payments business on a mission to make money movement simple. As Head of Finance Projects you will own the Finance function's change portfolio end-to-end - every project currently in flight and every project still to come that impacts Finance - and be personally accountable for landing the finance deliverables on time, in scope, and with the benefits actually realised. This role is the finance champion for continuous improvement and responsible for the delivery of both Finance's own projects and the finance parts of broader strategic projects — covering data and data visualisation, adoption of AI, systems improvements or implementation, automation, operating model change, process redesign, and the workstreams that support capital raising and M&A, together with ad-hoc project work.
This is the linchpin role between Finance and the rest of the business to make change happen within Finance. You will sit at the point where Finance meets Engineering, Product and Data, translating what those teams need from Finance and what Finance needs from them.
Reporting to the Group Corporate Finance Director, this is a hands-on delivery role for someone who is equally comfortable in the detail and leading change, and who is prepared to chase, challenge and unblock until things are done.
Responsibilities
Corporate Finance Project Support
- Quality assure and drive the Finance function's delivery of deal readiness, ensuring the systems, data and processes behind the data room can produce three years back and five years forward on demand.
- Support M&A, integration and debt financing activity with diligence project management, data gathering and workstream coordination, working to the Group Finance Director, the Group Corporate Finance Director, the Head of FP&A, the Head of Management Accounting, and the Head of Financial Reporting.
- Coordinate finance integration workstreams following acquisitions - chart of accounts, systems, reporting, and process alignment.
- Support the preparation of information for lenders, advisors, and shareholders where project delivery or finance transformation forms part of the story.
Finance Project Portfolio
- Own the Finance project portfolio in its entirety - maintaining a single, prioritised view of all ongoing and future initiatives across FP&A, financial control, treasury, reconciliations, reporting, and transactional finance.
- Drive delivery of the One Finance target operating model, including the transition of activities between the centres of excellence, ensuring individual projects move the function towards it rather than entrenching current ways of working.
- Sequence and resource the portfolio realistically around month-end, year-end, audit, and regulatory reporting cycles so delivery does not compete with business-as-usual.
- Establish and run a simple, proportionate governance rhythm: business cases, prioritisation, stage gates, RAID logs, and a regular portfolio review with the Group Corporate Finance Director and the Finance leadership team.
- Define scope, success criteria, and measurable benefits for each project before work starts, and track realisation of those benefits after go-live.
- Build the business case for each project to the same standard FP&A applies to any investment - NPV, IRR, payback, and breakeven - so that finance change competes for capital on the same evidence as everything else, and so that claimed benefits can be tested after go-live.
- Own project budgets, tracking spend against approved business cases, and flagging variances early.
- Report clearly and honestly on progress, risks, dependencies, and slippage - escalating early with options and a recommendation rather than presenting problems.
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Automation & Process Improvement
- Champion best-practice use of NetSuite and adjacent finance systems.
- Work in close partnership with the Data team so that finance data in the warehouse is approved, reconciled, and genuinely usable by the business.
- Lead the delivery of automation, AI, and process improvement projects across the Finance function, targeting manual effort, key-person dependency, reconciliation burden, and close timetables.
- Map and challenge existing finance processes end-to-end, identifying where automation, system configuration, or process redesign will deliver the greatest return.
- Lead the adoption of agentic AI within Finance, pointing it first at the repetitive work — reconciliation, feeds, reporting, and the mechanical parts of the close — while ensuring human review and approval remain firmly in place.
- Build and maintain a pipeline of improvement opportunities, quantifying the effort, benefit, and control impact of each so that investment decisions are made on evidence.
- Ensure that every process change strengthens, rather than erodes, the control environment - working with the Head of Financial Reporting and Chief Internal Auditor where changes touch key controls.
- Build and support a network of change champions across the Finance function, so that improvement is owned within the teams rather than done to them.
Engineering, Product & Stakeholder Partnership
- Act as the single point of contact between Finance and Engineering, Product, and Data - the person both sides come to when something needs building, fixing, or prioritising.
- Work with Compliance, Risk, Legal, and Operations where projects touch regulated processes, safeguarding, or customer-facing outcomes.
- Translate the company's strategic priority projects, and Finance's own priority projects, into clear, testable requirements, user stories, and acceptance criteria.
- Represent and defend Finance's priorities in roadmap and prioritisation forums, making the commercial and regulatory case for finance-driven work.
- Translate in the other direction too - explaining technical constraints, trade-offs, and delivery timelines back to Finance stakeholders in plain language.
- Own user acceptance testing for finance-impacting change: plan it, coordinate finance testers, and hold the line on quality before anything reaches production.
Delivery & Change Management
- Deliver system implementations, integrations, process re-engineering, and operating model changes within the Finance function, from initiation through to post-implementation review.
- Manage third-party implementation partners and vendors, holding them to scope, timetable, and commercial terms.
- Own the people side of change: training, documentation, updated process notes, and handover to process owners, so that improvements stick once the project team steps away.
- Carry out post-implementation reviews, capturing what worked, what did not, and feeding those lessons into the next project.
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Key Relationships
Internally, you will work daily with the Group Corporate Finance Director and the wider Finance leadership team - including the Head of FP&A, the Directors of Financial Control, the Group Treasurer, the Head of Management Accounting, and the Head of Financial Reporting - as well as the process owners and teams who will live with the changes you will help deliver.
Outside Finance, your most important relationships are with Engineering, Product, and Data, where you will be Finance's voice in prioritisation and delivery. You will also engage with Compliance, Risk, Legal, and Operations where projects intersect with regulated processes, and with the Chief Internal Auditor where change affects the control environment.
Externally, you will manage and coordinate implementation partners, ensuring they deliver to scope, timetable, and budget.
Your Profile
Skills & Experience
- A qualified accountant (ACA, ACCA, or CIMA) with a proven ability to make change happen in Finance Functions and deliver the Finance function elements of broader strategic projects.
- Change and project management experience and/or qualifications would be beneficial.
- Experience in payments, e-money, or financial services is highly desirable.
- Experience of running debt raising and M&A diligence processes would be an advantage.
- Experience of integrating finance data into a data warehouse and enabling visualisation of finance and non-finance KPIs as drill-down dashboards would be an advantage.
- Experience of ERP or finance system implementation or optimisation; NetSuite experience would be beneficial.
- Experience of selecting and managing third-party implementation partners, including scoping statements of work and holding vendors to timetable and commercial terms.
- Track record of delivering finance transformation, automation, or process improvement.
- Experience of applying AI or agentic automation to finance processes would be helpful.
- Experience acting as the bridge between finance and technical teams to deliver change.
Attitude & Behaviours
- A translator - genuinely fluent in both finance and technology, and able to hold a credible conversation on either side of the table.
- Relentlessly delivery-focused - you own the outcome, chase the detail, and are comfortable holding senior stakeholders to their commitments.
- Influential without authority - you get things prioritised and delivered through persuasion, evidence, and relationships rather than reporting lines.
- Structured and pragmatic - you bring enough process to control the portfolio and no more.
- Improvement-minded - you are visibly dissatisfied with manual workarounds and instinctively look for the better way.
Diversity & Inclusion
Equals is committed to building a workplace where everyone can be themselves. We actively welcome different perspectives, backgrounds, and experiences, and we'll work with you to understand what you need to do your best work. We're an equal opportunities employer and proud of it.
We offer hybrid working across our teams, balancing time in the office - for collaboration, events, and the relationships that make work rewarding - with the flexibility to work remotely where roles allow.
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