Job Title
Transformation and Business Analyst – Accounting & Finance Operations
Reporting to
Head of Accounting & Finance
Role Overview
We are seeking a dynamic and driven Transformation and Business Analyst to spearhead process improvement and capability implementation across the Accounting & Finance Operations (AFO) team.
This role is critical to achieving the department's transformation goals, improving service delivery efficiency, enhancing client experience, and driving business growth. It combines process improvement and financial analysis to identify operational pain points, quantify their impact, and implement sustainable solutions. Using data and financial insight, the role drives transformation priorities to ensure that process changes are practical, measurable, and aligned with business objectives.
Key Responsibilities
1. Process Review & Documentation
- Map out current workflows across the accounting process value chain (Service Set-Up, Delivery, and Invoicing).
- Identify process bottlenecks, inefficiencies, and improvement opportunities.
- Define and document target Standard Operating Procedures (SOPs) aligned with best practices.
2. Requirements Gathering & Solution Design
- Work with internal teams to collect and validate business requirements for new systems and automation tools.
- Translate functional requirements into documentation that can be used for vendor evaluation and implementation.
- Evaluate potential solutions for workflow management, document exchange, and data automation tools
3. Implementation Support
- Support the Head of Department in planning and executing the transformation roadmap.
- Coordinate pilot testing and rollout of new tools and processes.
- Develop training and communication materials to support adoption.
4. Project Management
- Track milestones, deliverables, and timelines for the transformation project.
- Prepare project updates, reports, and presentations for management review.
- Ensure stakeholder alignment across operations, technology, and finance teams.
5. Business & Financial Analysis
- Analyse financial and operational data to identify cost drivers, productivity trends, and service delivery inefficiencies that drive transformation priorities.
- Use insights from budgets and forecasts to show how process changes or automation can improve efficiency and margins.
- Translate financial data into clear recommendations that help the AFO team improve reporting accuracy, cost tracking, and overall decision-making
Required Skills & Experience
- Degree in Accounting, Business, Information Systems, or related field.
- 4–7 years of relevant experience in accounting operations, process improvement, business analysis, or digital transformation projects.
- Strong understanding of accounting service delivery workflows (bookkeeping, financial reporting, billing, etc.).
- Experience using or implementing accounting and workflow systems (e.g., Xero and its ecosystems, other automation tools)
- Excellent analytical, documentation, and communication skills.
- Strong project coordination abilities with attention to detail and follow-through.
- Advanced proficiency in Microsoft Excel, including using macros for automated report generation and structured data handling.
- Proficiency in business intelligence applications, such as Power BI or Tableau is an advantage.
- Strong analytical skills with the ability to interpret financial data and communicate insights clearly.
Preferred Qualifications
- Hands-on and collaborative; comfortable working in fast-paced and evolving environments.
- Curious about technology and how it can improve professional services workflows.
- Structured thinker who can connect process, people, and technology perspectives.
- Experience in professional services environments is an advantage.