Finance Manager - Client Systems Integration

Reference: MG10120


£40,000-£50,000 per annum

Finance and Accounting


We are working with a leading professional services firm that has an exciting opportunity within its fast growing managed service team. This is a new team which has been formed to lead the delivery of a key growth area within the business. The role will be based in Belfast and focused on on-boarding new clients ahead of client finance function services.


The role will be responsible for the transition of processes from a client’s in-house finance function to the firm's portfolio of managed service. This will involve working with clients to gain a deep understanding of their business both strategically and functionally in order to develop an operating model to manage service delivery.

The role will work with the service delivery team to implement the operating model from initial onboarding through to business as usual ensuring a high quality client experience at all stages of the process.

Key responsibilities:

Client scoping and analysis 

  • Working with the client to gain an understanding of their business
  • Documenting all finance and related processes that would be relevant to service delivery
  • Identifying any potential issues
  • Recommending resolutions to issues

Resource and timeline planning               

  • Identifying what resources both the client and the firm will need to deliver the client requirements and working with the client to agree an appropriate time frame for transition of responsibilities

Developing the service delivery model

  • Formalising processes, timetables and responsibilities both for the client and service team to deliver agreed services.

Initial client setup

  • Where appropriate, working with the client to obtain the opening data required to configure the finance system for first time use
  • Reviewing and testing the finance system once client data has been uploaded
  • Managing any client customisations and integration requirements
  • Setting up the client service delivery portal

Ensuring client and service delivery team are briefed and trained

  • Ensuring training is provided to both client and service delivery team to ensure high performance service delivery.

Continuous development of the service

  • Identifying opportunities to streamline systems and processes across the client portfolio

Role Responsibilities 

  • Lead on-boarding projects for a portfolio of specific clients, as contracts are initiated
  • Proactively work with the clients to understand their current finance processes and identify opportunities for improvement or items that could have been hindering efficiency or compliance
  • Develop the transition plan and the subsequent service delivery plan ensuring all stakeholders are aligned and aware of their responsibilities
  • Configuration and build of IT systems required including any 3rd party resources used to deliver specific  requirements
  • Transition of clients’ in-house finance functions (or part thereof) to the delivery team in the agreed time frame
  • Ensuring sufficient resources have been allocated and trained to deliver business as usual
  • Provide support to the Go to Market Process, giving insight and input to pursuit and pricing decisions as required.


  • Qualified accountant (ACA, ACCA, ACMA)
  • Strong finance systems experience (MS Navision experience advantageous but not essential)
  • All round finance function knowledge (Financial Accounts, Management Accounts, VAT, Corporate Tax, Payroll)
  • Strong interpersonal skills with the ability to achieve buy-in from various stakeholders
  • The ability to consume large amounts of information and articulate back to stakeholders in a clear concise manner
  • Problem solving, questioning mind-set with the view  to continuous improvement in all areas, client and delivery centre
  • Organised and the ability to co-ordinate to ensure delivery within agreed timeframes

Apply now