Finance Implementation Specialist
AccountsIQThe Company
At AccountsIQ, part of the AIQ Group, we’re on a mission to deeply understand our customers and deliver technology that enriches their lives. Alongside ExpenseIn, a leading expense management platform within the group, 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 Solutions and Services, the successful candidate will work with new UK and Irish customers and support partners during the implementation and onboarding stage. The Finance Implementation 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 who work around finance.
What you’ll be doing
- Managing the onboarding and implementation of new AccountsIQ customers, guiding them from project kick-off through to go-live and handover.
- Running structured onboarding sessions to help customers understand AccountsIQ, adopt best-practice finance processes, and prepare users for successful system use.
- Understanding each customer’s finance processes, business model, reporting needs, approval workflows, integrations, and current system landscape.
- Helping design and configure the customer’s finance system setup, including GL structure, analysis, user roles, workflows, reporting requirements, and core finance processes.
- Supporting data migration activity by guiding customers through templates, data preparation, validation, reconciliation, testing, and final sign-off.
- Overseeing the build and configuration of customer databases, coordinating with internal data, reporting, integrations, and support teams where required.
- Project-managing each implementation by maintaining timelines, actions, risks, dependencies, status updates, and clear communication with customer stakeholders.
- Supporting customer testing and go-live readiness, ensuring key processes are validated and users are confident before launch.
- Preparing integration and reporting specifications for internal teams, e