Interim Finance Automation & Systems Specialist

We are seeking a capable Finance Automation & Systems Specialist to modernise and streamline its transactional finance operations.

This role focuses on designing and implementing end-to-end automation across finance processes, including integration between the Housing Management System (HMS) and the finance platform. The goal is to significantly reduce manual intervention and create a scalable, efficient finance function.

The successful candidate will help deliver a largely automated operation within 6 months, minimising the need for ongoing manual processing while still supporting day-to-day transactional activity during the transition., * Lead the automation of transactional finance processes, including rent flows, supplier invoicing, and purchase-to-pay (P2P).

• Design and implement integration between HMS and Xero to ensure accurate, timely data flow.
• Review existing finance processes and identify opportunities for automation and efficiency improvements.
• Implement P2P and purchase order (PO) processes, including system configuration and financial controls.
• Help to deliver an automated supplier invoicing solution, including invoice capture, approval workflows, and posting.
• Ensure strong financial controls, auditability, and data integrity across automated processes.
• Work closely with finance and operational teams to embed new ways of working.
• Document processes and provide knowledge transfer to ensure sustainability post-implementation.
• Enter and validate basic financial / non-financial data where required during the transition period.
• Upload invoices, statements, and supporting documents into finance systems.
• Assist with coding and checking transactions before automation is fully embedded.
• Support the cleansing and preparation of data for integration and automation.
• Maintain accurate records and logs of system changes and process updates.

Key Deliverables

• Seamless integration between HMS and Xero, including automated rent posting
• Fully implemented and optimised P2P / PO process
• Automated supplier invoicing solution in place
• Significant reduction in manual journal entries and processing time
• Clear process documentation and handover enabling minimal ongoing manual intervention

Do you have experience in Xero?, * Strong experience working with finance systems, ideally including Xero

• Proven track record of automating finance processes and system integrations
• Hands-on experience implementing P2P / PO processes
• Experience delivering or implementing supplier invoicing / AP automation
• Solid understanding of transactional finance (AP, AR, cash, rent flows, etc.)
• Basic bookkeeping understanding (no formal finance qualification required)

Desirable Experience

• Experience within housing, real estate, or not-for-profit sectors
• Familiarity with Housing Management Systems (HMS)
• Experience working in transformation or change environments
• Exposure to integration tools, APIs, or middleware solutions

Skills & Attributes

• Strong systems thinker with a process-improvement mindset
• Able to operate both strategically and hands-on
• Comfortable challenging existing processes and driving change
• Strong stakeholder engagement and communication skills
• Self-sufficient with a focus on delivery and outcomes