Finance Systems Implementation Support (Pro Bono)

Our partner is delivering specialist services and long-term support to people affected by conflict, displacement and severe adversity. Through direct programmes, partnerships and systems-level work, they help individuals rebuild their lives and strengthen community-based support structures.

The organisation is now undertaking a major upgrade of its finance function, as its current Sage 50 and Excel-based system is no longer fit for purpose. They are seeking pro bono support to help select and prepare for the implementation of a modern, efficient accounting system that will strengthen controls, reduce manual processing and improve management reporting.

They are looking for an experienced finance professional to work alongside their finance team in a phased engagement, providing both strategic guidance and practical support. The initial phase will focus on clarifying what a “good” future system looks like, defining functional and reporting requirements, preparing for conversations with software providers, and assessing data readiness and migration strategy. Depending on skills, availability and progress, this may then extend into hands-on support with implementation and migration activity.

Key areas of support include:

• Clarifying future finance system requirements and what “good” looks like for the organisation
• Supporting preparation for conversations with accounting software providers
• Reviewing data quality, chart of accounts and readiness for migration
• Sense-checking the proposed implementation approach and project plan
• Supporting development of efficient accounts payable, bank reconciliation and reporting processes
• Advising on integrations, automation and data flows (e.g. bank, CRM, reporting tools)
• Coaching and mentoring finance staff to ensure skills are embedded

The volunteer will work closely with the finance systems project team, led internally by a member of the finance team.

Profile

The ideal volunteer will be a finance professional with strong experience in day-to-day accounting processes and finance systems. They should have worked at a practical level with accounting software and understand what good controls, reconciliations and reporting look like. Experience of system selection, data migration, integrations or automation would be highly valuable, as would a coaching and mentoring mindset. This role would suit someone who enjoys combining hands-on delivery with advisory support.

Time commitment

The assignment will be delivered remotely over an initial three-month period, requiring approximately 2–5 hours per week, with the option to extend depending on progress and mutual availability. The start date is ASAP.