Process Lead

Join OneAdvanced This role sits within our Finance Operations team and plays a key part in improving processes, strengthening controls and reducing operational issues across the O2C cycle. You’ll identify recurring challenges, conduct root cause analysis and implement long-term solutions that improve efficiency, accuracy and overall operational performance. Working closely with senior stakeholders across Finance, Sales and Operations, you’ll have the opportunity to drive meaningful process improvements and influence how the wider function operates. This role is hybrid, with 3 days in our Birmingham HQ Monday to Wednesday, and the flexibility to work from home on Thursdays and Fridays. What You Will Do Lead process improvement initiatives across FinOps and the wider O2C cycle Investigate and resolve complex invoice and billing issues impacting cash collection Perform root cause analysis to identify recurring operational and system issues Implement system controls to reduce invoice errors and prevent repeat issues Support and improve processes across billing, renewals, reconciliations and allocations Work closely with the team to reduce aged invoice queries and debt blockers Collaborate cross-functionally with Sales, RevOps, Customer Success and Finance teams Review and maintain SOPs and process documentation Support testing, UAT and continuous improvement initiatives across NetSuite and associated systems Monitor query trends, SLA performance and operational leakage Drive improvements that reduce credit notes, invoice disputes and manual intervention What You Will Have Experience in Finance Operations, Order to Cash, Billing, or Reconciliations Ideally accounting qualification AAT or at least part qualified CIMA, ACCA Demonstrated experience managing and resolving high complexity customer or system related queries Strong working knowledge of ERP (NetSuite), CRM (Salesforce), and ticketing platforms (ServiceNow) Strong attention to detail and process mindset Proactive and analytical approach to solving issues and reducing process-related debt blockers Clear communication skills, able to work cross-functionally across Finance, Sales, and Operations Understanding of cash application, credit notes, VAT, and reconciliation principles What We Do For You Wellbeing that means something 26 days’ holiday + bank holidays (and the option to buy more) plus 1 paid volunteering day every year Exceptional family leave, 26 weeks fully paid maternity/adoption, 4 weeks fully paid paternity, 22 weeks fully paid shared parental leave, plus 5 days paid bereavement leave Robust sick pay of up to 13 weeks full pay + 13 weeks half pay 24/7 Employee Assistance Programme for confidential support Private medical insurance for everyone, no medical-history exclusions Financial benefits that have your back Performance-based rewards tailored to your role, from company-wide bonuses to OTE and commission structures Income protection: up to 75% salary for 5 years if you ever need it Grow your career with us SkillsHub learning platform with leadership pathways, future-manager training, and a huge online library Access to external training and apprenticeships Making a Difference MatchIt! Fundraise for a cause close to your heart and OneAdvanced will match part of the funding Pennies from Heaven donate the pennies from your pay check to help make a difference without lifting a finger Plus plenty other flexible benefits to suit your lifestyle on our RewardHub, including: ULEV car scheme with 1,000+ models Dental insurance, Health Cash Plan, Critical Illness Cover, Partner Life Cover Who We Are At OneAdvanced, we are at the forefront of delivering sector-focused technology solutions that simplify complexity, drive meaningful progress, and help build a fairer, more inclusive society. We’re much more than a software company. We deliver SaaS workflow applications and IT services that power organisations across Education, Government, Healthcare, Legal, Manufacturing, Housing, Retail, and more. OneAdvanced is one of the UK’s largest business software and services companies. Based in Birmingham (The Mailbox), operating across the UK, Ireland, India, and Australia. Our secure, scalable platform, including OneAdvanced AI, our private AI service for UK organisations, powers connectivity and innovation across critical sectors. Alongside our software are our IT services, including hosting, managed services, and application modernisation. We strive to create an inclusive workplace that drives innovation and collaboration, championing diverse perspectives and ideas. Our Environmental, Social and Governance (ESG) strategy is embedded in everything we do, guiding us to create meaningful impact for our people, our customers and the planet. Proud to be recognised in the Financial Times’ Best Employers 2026 list for the second-year running, an independent and data led ranking based on employee feedback. Join us and become part of a team that’s powering the world of work and making a real difference. Join us and become part of a team that’s powering the world of work and making a real difference. Learn more at www.oneadvanced.com