Role Overview:

We are seeking a dynamic and driven Transformation Lead to spearhead process improvement and capability implementation across the Accounting & Finance Operations (AFO) team. This role is critical to delivering our transformation goals, including improved service delivery efficiency, enhanced client experience, and achieving targeted business growth, margin improvements and launching new services.

Key Responsibilities

Process Review & Documentation

• Map out current workflows across the accounting process value chain (Service Set-Up, Delivery, and invoicing).
• Identify process bottlenecks, inefficiencies, and improvement opportunities.
• Define and document target Standard Operating Procedures (SOPs) aligned with best practices.

Requirements Gathering & Solution Design

• Work with internal teams to collect and validate business requirements for new systems and automation tools.
• Translate functional requirements into documentation that can be used for vendor evaluation and implementation.
• Evaluate potential solutions for workflow management, document exchange, and data automation tools.

Implementation Support

• Support the Head of Department in planning and executing the transformation roadmap.
• Coordinate pilot testing and rollout of new tools and processes.
• Develop training and communication materials to support adoption.

Project Management

• Track milestones, deliverables, and timelines for the transformation project.
• Prepare project updates, reports, and presentations for management review.
• Ensure stakeholder alignment across operations, technology, and finance teams.

Required Skills & Experience:

• Degree in Accounting, Business, Information Systems, or related field.
• 4-7 years of relevant experience in accounting operations, process improvement, business analysis, or digital transformation projects.
• Strong understanding of accounting service delivery workflows (bookkeeping, financial reporting, billing, etc.).
• Experience using or implementing accounting and workflow systems (e.g., Xero and its ecosystems, other automation tools)
• Excellent analytical, documentation, and communication skills.
• Strong project coordination abilities with attention to detail and follow-through.