Interim Financial Transformation Project Lead

Age UK North Tyneside; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A charity organization is seeking an Interim Financial Transformation Project Lead to modernize their finance function. This role involves leading finance system upgrades, enhancing data visibility, and improving financial processes. Candidates must be qualified CCAB accountants with significant experience in complex finance environments. This is a hybrid position with flexible contract terms.

Qualifications

• Qualified CCAB accountant (ACA, ACCA, CIMA, CIPFA, ICAEW).
• Significant post-qualification experience leading finance system implementations.
• Ability to communicate complex concepts to non-specialist audiences.

Responsibilities

• Lead the upgrade or implementation of finance systems.
• Design and embed real-time reporting tools.
• Conduct comprehensive reviews of financial processes.

Skills

Qualified CCAB accountant

Project management skills

Finance system implementation

Stakeholder engagement

Technical understanding of finance systems

High proficiency in Excel

Education

Degree in relevant field

Tools

CRM systems integration

HRIS integration

ERP integration

Job description

Overview

Location: Hybrid / Head Office (North Tyneside)

Contract: Fixed Term – 6 to 9 Months (Flexible)

Days: 2–3 Days per Week (Consultancy Basis – Negotiable)

Rate: Competitive Day Rate

We’re seeking an Interim Financial Transformation Project Lead to spearhead a major modernisation programme across our Group’s finance function.

This is a strategic, project-based role — not part of day-to-day finance operations — working closely with our Group Chief Finance and Operating Officer, Senior Leadership Team, and colleagues in Finance, Digital, and Operations. Your objective in the role is to build a more modern, efficient, digital-first finance function that supports organisational growth and decision-making.

The length of the fixed-term contract and the number of consultancy days are open to discussion and will depend on the scale and scope of the project identified during the discovery phase.

Responsibilities

• Finance Systems & Digital Transformation: Lead the end-to-end upgrade or implementation of our finance systems, ensuring integration with CRM, HR, and other internal platforms.
• Design and embed real-time reporting and dashboard tools to improve data visibility and decision-making.
• Oversee project delivery from planning to execution, including milestones, risk management, benefits tracking, and reporting.
• Process Review & Efficiency Improvements: Conduct a comprehensive review of existing financial processes (e.g. AP/AR, reconciliations, reporting) to identify automation and efficiency opportunities.
• Recommend and implement simplified, scalable workflows that enhance accuracy, speed, and value.
• Ensure all process changes maintain compliance, audit, and regulatory requirements.
• Stakeholder Engagement & Project Leadership: Develop and manage a detailed transformation project plan and present progress updates to the Senior Leadership Team and governance committees.
• Collaborate with colleagues across Finance, IT, HR, and Operations to ensure smooth implementation and strong stakeholder buy-in.
• Work alongside finance operations staff (without direct line management) to understand pain points and co-create better systems.

Requirements

• Essential:
  • Qualified CCAB accountant (ACA, ACCA, CIMA, CIPFA, ICAEW).
  • Degree or equivalent level of education in a relevant field.
  • Significant post-qualification experience with a strong track record of leading finance system implementations or upgrades.
  • Experience delivering finance transformation programmes in complex, multi-stakeholder organisations.
  • Excellent project management skills, with a strong grasp of change management principles and stakeholder engagement.
  • Deep understanding of financial processes and controls, with the ability to identify and implement process improvements.
  • Strong technical understanding of finance systems, reporting tools, and integration with other platforms (e.g. CRM, HRIS, ERP).
  • High proficiency in Excel and data analysis tools.
  • Ability to communicate complex financial and technical concepts to non-specialist audiences.
  • Experience working independently and collaboratively in a project environment.

• Desirable:
  • Experience in the charity, non-profit, or social enterprise sector, with an understanding of relevant regulatory and compliance frameworks (Charity SORP, FRS 102).
  • Familiarity with CRM and HR systems integration with finance platforms.
  • Project management qualification (e.g. PRINCE2, Agile, PMP) or demonstrable equivalent experience.
  • Experience working with boards and governance structures.

This is an exciting opportunity to shape the future of our finance function. If this sounds like a role that you would be interested in then please apply below or email [e-mail] for more information.