Finance Transformation, Project Analyst

Jobtailor; Reading; On-site; GBP 52,000 - 75,000; Full time

Job summary

Jobtailor in Reading, United Kingdom, is seeking a finance professional qualified in ACA, ACCA or CIMA to strengthen audit readiness and manage month-end activities. The role involves balancing sheet reconciliations, finance transformation projects, and robust data handling using NetSuite and Excel.

You will build finance documentation, support audits, and collaborate across teams to deliver high-quality financial control and reporting. A hands-on, ownership mindset is essential.

Qualifications

• Qualified finance professional with ACA, ACCA or CIMA.
• Strong grounding in general accounting principles and double-entry bookkeeping.
• Experience supporting month-end processes, journals and reconciliations.
• Analytical thinker with ability to resolve discrepancies from complex data.
• Advanced Excel skills for large datasets and reporting.
• Experience supporting audit activities and documenting work.

Responsibilities

• Strengthen audit readiness by reviewing historical accounting records and improving documentation.
• Own balance sheet reconciliations and resolve discrepancies with evidence.
• Support finance transformation including NetSuite enhancements and data validation.
• Build structured Excel workbooks, trackers and finance documentation.
• Assist with process improvements and cross-team collaboration.
• Provide flexible support across month-end activities, payroll, VAT and reconciliations.
• Contribute to treasury, ERP improvements and other transformation programmes.

Skills

NetSuite experience

Excel

General accounting

Month-end close

Audit support

Data analysis

ERP data migration

Attention to detail

Ownership

Time management

Education

ACA

ACCA

CIMA

Tools

NetSuite

Solution 7

Excel

Job description

Responsibilities

• Strengthen audit readiness by reviewing historical accounting records, preparing audit working papers, improving documentation and supporting robust financial controls.
• Own balance sheet reconciliations, investigate discrepancies and ensure issues are resolved with complete supporting evidence.
• Support finance transformation initiatives, including NetSuite enhancements, system testing, data cleansing, migration and validation activities.
• Build and maintain structured Excel workbooks, reconciliations, trackers and finance documentation to improve reporting and operational efficiency.
• Assist with process improvements by documenting procedures and implementing practical changes across the Finance function.
• Provide flexible support across month-end activities, payroll, treasury, VAT, reconciliations and wider operational finance responsibilities.
• Contribute to strategic finance projects, including treasury initiatives, ERP improvements and other transformation programmes.

Requirements

• ACA, ACCA or CIMA qualified (or equivalent).
• Experience working within a Finance function with a strong understanding of general accounting principles and double-entry bookkeeping.
• Experience supporting month-end processes, preparing journals and completing reconciliations.
• Strong analytical skills with experience investigating financial discrepancies and working through complex or incomplete financial information.
• Advanced Microsoft Excel skills with the ability to analyse and manipulate large datasets.
• Experience supporting audit activities and preparing high‑quality supporting documentation.
• Excellent organisation, attention to detail and written documentation skills.
• Ability to manage multiple priorities while working independently with minimal supervision.
• A proactive, methodical approach with a strong sense of ownership and commitment to delivering high‑quality work.
• Comfortable undertaking detailed, hands‑on work and seeing tasks through to completion.
• Flexible, collaborative and willing to support across the wider Finance team as priorities evolve.
• Experience with NetSuite and Solution 7.
• Experience supporting finance system implementations, ERP improvements or data migration projects.
• Experience working in a fast‑growing or scaling business.
• Experience improving or cleansing financial data.
• Experience producing finance process documentation and guidance.
• Experience using AI responsibly to enhance finance processes or financial control activities.

Certifications & Qualifications

• ACA
• ACCA
• CIMA