Interim Financial Transformation Project Lead
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.
Details:
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Location: Hybrid / Head Office (North Tyneside)
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Contract: Fixed Term – 6 to 9 Months (Flexible)
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Days: 2–3 Days per Week (Consultancy Basis – Negotiable)
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Rate: Competitive Day Rate
Key Responsibilities
Finance Systems & Digital Transformation
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Lead the end-to-end upgrade or implementation of our finance systems, ensuring integration with CRM, HR, and other internal platforms.
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Design and embed real-time reporting and dashboard tools to improve data visibility and decision-making.
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Oversee project delivery from planning to execution, including milestones, risk management, benefits tracking, and reporting.
Process Review & Efficiency Improvements
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Conduct a comprehensive review of existing financial processes (e.g. AP/AR, reconciliations, reporting) to identify automation and efficiency opportunities.
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Recommend and implement simplified, scalable workflows that enhance accuracy, speed, and value.
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Ensure all process changes maintain compliance, audit, and regulatory requirements.
Stakeholder Engagement & Project Leadership
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Develop and manage a detailed transformation project plan and present progress updates to the Senior Leadership Team and governance committees.
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Collaborate with colleagues across Finance, IT, HR, and Operations to ensure smooth implementation and strong stakeholder buy-in.
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Work alongside finance operations staff (without direct line management) to understand pain points and co-create better systems.
Requirements
Essential:
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Qualified CCAB accountant (ACA, ACCA, CIMA, CIPFA, ICAEW).
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Degree or equivalent level of education in a relevant field.
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Significant post-qualification experience with a strong track record of leading finance system implementations or upgrades.
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Experience delivering finance transformation programmes in complex, multi-stakeholder organisations.
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Excellent project management skills, with a strong grasp of change management principles and stakeholder engagement.
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Deep understanding of financial processes and controls, with the ability to identify and implement process improvements.
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Strong technical understanding of finance systems, reporting tools, and integration with other platforms (e.g. CRM, HRIS, ERP).
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High proficiency in Excel and data analysis tools.
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Ability to communicate complex financial and technical concepts to non-specialist audiences.
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Experience working independently and collaboratively in a project environment.
Desirable:
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Experience in the charity, non-profit, or social enterprise sector, with an understanding of relevant regulatory and compliance frameworks (Charity SORP, FRS 102).
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Familiarity with CRM and HR systems integration with finance platforms.
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Project management qualification (e.g. PRINCE2, Agile, PMP) or demonstrable equivalent experience.
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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 HRTeam@ageuknorthtyneside.org.uk for more information.
