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.

Key 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 HRTeam@ageuknorthtyneside.org.uk for more information.

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