Digital Finance Transformation Lead

Digital Finance Transformation Lead

Posted 1 week ago by 1753366364

£70,000 Per year
Undetermined
Hybrid
Doncaster

Summary: The Digital Finance Transformation Lead will spearhead the digitalisation of the finance function, focusing on evaluating current systems, integrating cloud-based tools, and automating processes. This role requires a strategic approach to enhance efficiency and compliance while upskilling the internal team. The position is primarily remote but requires occasional travel to the Doncaster office. The contract is expected to last between 12 to 18 months, with potential for extension or permanent placement.

Key Responsibilities:

  • Assess existing finance workflows and identify inefficiencies, bottlenecks, and compliance risks.
  • Develop a comprehensive digital finance transformation roadmap tailored to a multi-site environment.
  • Work closely with leadership to align finance transformation with broader operational goals.
  • Evaluate, select, and implement cloud-based accounting, payroll, invoicing, and reporting tools suitable for the care sector (e.g., Xero, Dext, BrightPay, CareBlox).
  • Lead the integration of systems (APIs, middleware, or manual processes) to ensure seamless data flow between platforms.
  • Build automated processes for payroll, invoicing, bank reconciliation, reporting, and compliance.
  • Create and manage the transformation project plan, including milestones, timelines, budgets, and resource allocation.
  • Collaborate with internal staff, software providers, and consultants as needed.
  • Monitor progress and report regularly to the leadership team.
  • Design and deliver staff training for new tools and processes.
  • Develop SOPs (Standard Operating Procedures) and finance manuals.
  • Support adoption through coaching, documentation, and ongoing troubleshooting.
  • Build live financial dashboards and reporting templates.
  • Set up KPI tracking (e.g. occupancy vs. revenue, cost per resident).
  • Ensure financial controls, audit trails, and compliance with HMRC and GDPR.

Key Skills:

  • Expertise in Xero, QuickBooks, or Sage Cloud (Xero preferred).
  • Knowledge of care home billing systems (e.g., CoolCare, CareBlox) is a plus.
  • Project management skills (Prince2, Agile, or similar methodologies a bonus).
  • Strong communication, change management, and training delivery skills.
  • Analytical mindset with attention to detail and a focus on efficiency and automation.

Salary (Rate): £70,000 yearly

City: Doncaster

Country: United Kingdom

Working Arrangements: hybrid

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Digital Finance Transformation Lead

Up to £70k DOE

Head Office - Doncaster

Contract length - 12-18 months (strong chance of extensions/permanent opportunities if role suits)

This will be predominantly a remote role but requires somebody who can travel to Doncaster on occasion.

I am seeking a highly skilled and driven Digital Finance Transformation Lead to design, lead, and implement the full digitalisation of our finance function. This individual will be responsible for evaluating current systems, selecting and integrating cloud-based finance tools, automating manual processes, and upskilling the internal team to operate within a streamlined digital finance environment.

Key Duties:

Strategy & Planning

  • Assess existing finance workflows and identify inefficiencies, bottlenecks, and compliance risks.
  • Develop a comprehensive digital finance transformation roadmap tailored to a multi-site environment.
  • Work closely with leadership to align finance transformation with broader operational goals.

Systems & Implementation

  • Evaluate, select, and implement cloud-based accounting, payroll, invoicing, and reporting tools suitable for the care sector (e.g., Xero, Dext, BrightPay, CareBlox).
  • Lead the integration of systems (APIs, middleware, or manual processes) to ensure seamless data flow between platforms.
  • Build automated processes for payroll, invoicing, bank reconciliation, reporting, and compliance.

Project Management

  • Create and manage the transformation project plan, including milestones, timelines, budgets, and resource allocation.
  • Collaborate with internal staff, software providers, and consultants as needed.
  • Monitor progress and report regularly to the leadership team.

Training & Change Management

  • Design and deliver staff training for new tools and processes.
  • Develop SOPs (Standard Operating Procedures) and finance manuals.
  • Support adoption through coaching, documentation, and ongoing troubleshooting.

Finance & Reporting Excellence

  • Build live financial dashboards and reporting templates.
  • Set up KPI tracking (e.g. occupancy vs. revenue, cost per resident).
  • Ensure financial controls, audit trails, and compliance with HMRC and GDPR.

About You:

  • Expertise in Xero, QuickBooks, or Sage Cloud (Xero preferred).
  • Knowledge of care home billing systems (e.g., CoolCare, CareBlox) is a plus.
  • Project management skills (Prince2, Agile, or similar methodologies a bonus).
  • Strong communication, change management, and training delivery skills.
  • Analytical mindset with attention to detail and a focus on efficiency and automation.

Apply now for immediate consideration!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates