Finance Consultant

IMP Software; Exeter; On-site; GBP 31,000; Full time

Job summary

A finance technology firm in Exeter is seeking a Finance Consultant to aid customers in migrating and standardising their financial data using Excel. The ideal candidate will have excellent Excel skills and be proficient in managing multiple deadlines. This role offers competitive benefits including 27 days of holiday, health insurance, and support for professional development.

Benefits

27 days of holiday plus bank holidays

Enhanced Maternity and Paternity leave

AXA Health insurance

Broadband allowance

Home office stipend

Life assurance

Funded CPD opportunities

Qualifications

• Must be able to manage multiple deadlines effectively.
• Excellent knowledge of Excel is essential for data manipulation.
• Experience in finance system administration or school finances is advantageous.

Responsibilities

• Serve as the primary point of contact for clients during implementation.
• Review the Chart of Accounts structure and approval levels with customers.
• Define workflows for purchasing approvals and support user acceptance testing.

Skills

Excel proficiency

Knowledge of Microsoft Office

Ability to manage multiple deadlines

Experience in finance system administration

Problem-solving skills

Education

AAT qualification

Qualified by Experience (QBE)

Part-qualified in finance

Tools

Microsoft Teams

Job description

Job Title: Finance Consultant

Reporting to: Project Delivery Manager

Department: Implementations

Salary: £31,000

About IMP

At IMP we help Multi‑Academy Trusts (MATs) take control of their finances. Our MAT‑first software is built by people who know the sector inside out. Former trust professionals, finance experts and product specialists are all part of our team. More than half of all MATs in the UK already use IMP to plan with confidence, simplify complex processes and make smarter decisions.

We’re proud to be independent, founder‑led and growing fast. Alongside our award‑winning products, we’ve built a culture we’re equally proud of. We are ranked as one of the UK’s Top 25 Great Places to Work for mid‑sized companies. Respect, collaboration and personal growth sit at the heart of how we work. You’ll find flexibility, support and opportunities to develop here, alongside regular team socials and funded CPD.

Role Description

As a member of the Finance System team, you will be working with customers to migrate, standardise and cleanse the data required from each of the separate systems into IMP Finance. Primarily using Excel for the data manipulation. The maturity of the organisation and quality of previous systems will depict how standardised the incoming information is. In addition to technical tasks, you will provide comprehensive support to customers throughout the process, understanding their challenges and defining the best methods to solve this using the software.

Key Responsibilities

• Serve as the primary point of contact for clients during the implementation phase

• Review the Chart of Accounts structure with customers to achieve their desired structure
• Review the required approval levels that have been used within each school and in conjunction with IMP’s methodology and the clients’ needs
• Define the best method to build the required workflows for purchasing approvals. Support customers through the implementation process including user acceptance testing.

Skills, experience, and attributes

• Ability to manage multiple deadlines simultaneously
• Excellent knowledge of Excel
• Good knowledge of Microsoft Office and Teams
• Prior experience of finance system administration/implementation or school finances is advantageous
• You are an enthusiastic individual with a logical approach to problem solving. AAT qual, QBE and Part‑qual would be advantageous but not essential

Benefits

• 27 days of holiday per year plus bank holidays (with a buy option up to an additional 5 days)
• Enhance Maternity and Paternity leave
• AXA Health insurance including dental, optical and mental health
• Broadband allowance
• Home office stipend
• Life assurance (4 x basic salary)
• Encouraged and funded CPD