Finance Integration Specialist NEW

Finance Integration Specialist

Location: Home-based with travel to national locations
Salary: £55,000 per annum
Reporting to: Global Head of PMI

Are you a proactive finance professional with a passion for driving seamless business integration? Do you thrive in dynamic environments and possess excellent communication skills? If so, our client (a private equity backed services company) has an exciting role for you

About the Role

As a Finance Integration Specialist, you will act as the key link between business stakeholders and the HQ Finance team, ensuring the smooth integration of newly acquired businesses into the group’s financial systems and processes. You will play a vital role in aligning these businesses with central reporting requirements and transitioning their finance systems to our Sage Intacct platform.

Reporting to the Global Head of PMI, you will lead the financial elements of the integration process, coaching newly acquired businesses through their initial post-acquisition period to ensure they meet reporting expectations and comply with governance policies.

Your responsibilities will range from supporting month-end reporting to managing the migration of financial systems, delivering training, and providing post-go-live support. Operating within a project management framework, you will ensure timely integration, effective communication, and successful project outcomes.

Key Responsibilities

• Liaison and Support
  • Act as the primary point of contact for newly acquired businesses during the integration process.
  • Clearly explain financial processes and the Financial Governance Policy to ensure compliance and understanding.
  • Coach businesses through their first three months post-acquisition before transitioning them to the HQ finance team.
• Reporting and Compliance
  • Assist in the preparation and review of monthly financial reports in line with group requirements.
  • Coordinate with business teams and external accountants to ensure accurate and timely reporting.
• Finance System Migration
  • Lead the migration from existing financial systems (e.g., QuickBooks, Xero, or Sage 50) to Sage Intacct.
  • Collaborate with Sage partners to configure new business entities, templates, and user accounts.
  • Manage data collection, cleansing, and importing.
  • Provide training, documentation, and post-go-live user support.
• Project Management
  • Work with Integration Project Managers to define integration timelines and milestones.
  • Provide regular updates to stakeholders, ensuring adherence to agreed deadlines.

About You

Must have:

• Confident user of financial accounting software with experience in migrating between platforms.
• Strong knowledge of finance processes, including:
  • Balance sheet reconciliation, journal posting, reclassifications, accruals, prepayments, VAT reconciliation, month/year-end close, AP/AR, and fixed asset register maintenance.
• Proven experience in managing month-end reporting during acquisitions.
• Excellent organizational, communication, and documentation skills.
• Self-motivated, deadline-driven, and capable of working independently.
• Full driving licence and willingness to travel nationally.

Ideally have:

• AAT / ACA / ACCA / CIMA or equivalent qualification.
• Experience with Sage Intacct.
• Proficiency in European languages.
• Experience using Monday.com or similar project management tools.