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AccountsIQ

Finance Onboarding Specialist

Posted 18 Days Ago
Be an Early Applicant
In-Office
London, Greater London, England
Mid level
In-Office
London, Greater London, England
Mid level
The Finance Onboarding Specialist will implement and onboard new customers on financial software, oversee database builds, and manage project timelines.
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The Company

At AccountsIQ, we’re on a mission to deeply understand our customers and deliver technology that enriches their lives. We provide smart, feature-rich financial management software designed for ambitious businesses that have outgrown basic starter systems or seek a simpler, more affordable alternative to complex, costly ERP solutions. Our cloud-based accounting software transforms the finance function, making it easier for multi-entity businesses to capture, process, and report their financial data with ease and efficiency. 

 

The Role

Reporting to the Head of On-boarding and Adoption, the successful candidate will work with new UK and Irish customers and support partners during the implementation and onboarding stage. The Onboarding Specialist will be confident and will guide new customers through our easy steps to digitalise their finance function, which has a big impact on improving the daily working life of all finance staff and those that work around finance.

 

What you’ll be doing

  • Help designing and delivering AccountsIQ as the new finance system replacing typically smaller solutions or older legacy systems
  • Understand new customers business model(s) and how they capture, process and report transactions
  • Help clients understand their new GL and Analysis BI coding structure for single entity and groups
  • Oversee the build of each database which is mostly automated
  • Assist customer with testing key capture and processing
  • Prepare users for ‘go live’
  • Prepare integration and reporting specification for AIQ data team to deliver
  • Project manage each customer on-boarding ensuring timelines are well communicated
  • Hand the completed project to customer success team

 

What you’ll need

  • 3+ years’ experience implementing financial accounting software
  • Experience and good understanding of Finance, Accounting, Budgeting and Forecasting processes, GL systems, consolidation and reporting is required
  • Excellent verbal and written communications
  • Confidence managing multiple tasks
  • Creative problem-solving skills
  • A genuine interest in learning
  • A commitment to provide the best level of service and client experience

 

Why work with us?

As a forward-thinking, collaborative company, we combine drive, energy, and ambition with a friendly, supportive culture that encourages everyone to do their best work. Having recently secured a €60M investment, it's an exciting time to join AccountsIQ. With a strong focus on growth and expansion, we're poised to elevate both the AccountsIQ product and the level of service we provide to our customers. We’re looking for passionate, talented individuals to join our Account Management team to maximise revenue and deliver exceptional service to our customers, as we work together to build a brighter future for finance professionals.

 

Some of our perks

  • 25 days annual leave +2 company days + bank holidays
  • Hybrid working
  • Working from abroad - up to 6 weeks per calendar year
  • Private Health Insurance
  • 5% Pension contribution
  • Life Assurance - 4 x Salary
  • Income Benefit
  • Wellbeing initiatives 

 

By submitting your application, you agree that AccountsIQ Group may collect your personal data for recruiting, global organization planning, and related purposes. AccountsIQ Group’s Privacy Notice - Employees, Workers, Contractors and Candidates explains what personal information we may process, where we may process your personal information, our purposes for processing your personal information, and the rights you can exercise over AccountsIQ Group’s use of your personal information.  

 

Top Skills

Financial Accounting Software

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