Finance Analyst (AI & Automation)

Overview

The organization is seeking a Finance Generalist to own the monthly close, produce management accounts, and drive automation across routine finance workflows. This role reports to the Head of Finance and sits within a small team.

Success is measured by reducing manual processing and increasing time spent on analysis and decision-making.

The employer operates as a three-entity group across the UK, US and Serbia.

Responsibilities

Management accounting & month-end close

• Own the monthly close across UK (GBP), US (USD) and Serbia (RSD) entities to a WD3 timetable.
• Prepare balance sheet reconciliations, prepayments, accruals, fixed assets, depreciation, and payroll journals.
• Run intercompany reconciliation and FX revaluation, and post the group’s consolidation adjustments.
• Produce monthly management accounts with variance analysis against budget and prior period.
• Maintain department- and vendor-level cost reporting; flag spend trends to budget holders.
• Maintain the 13-week cash forecast and bank balance reporting; support payroll funding.
• Support year-end, audit files, and liaison with external advisors in each jurisdiction.

Revenue, billing & AR

• Validate closed-won deals from Salesforce and ensure accurate invoicing through Maxio and Xero.
• Own deferred revenue calculations and revenue recognition compliance for subscription contracts.
• Reconcile the Stripe clearing account and Lead Retrieval PAYG revenue.
• Manage multi-currency AR and collections, and resolve billing queries with Go-To-Market teams.
• Support US sales tax compliance: Avalara reconciliation and reporting to tax advisors.

AI, automation & systems

• Build, test, and maintain AI agents for finance workflows on a flag-and-approve basis (human review before anything posts).
• Map every recurring task on the close calendar and score it for automation potential.
• Improve integrations between Xero, Maxio, Salesforce, Stripe, and spend platforms.
• Document each process so it can be run, audited, or handed to an agent.
• Track and report time saved and error rates before and after each automation.

Business partnering & analysis

• Produce SaaS metrics: ARR, net revenue retention, churn, gross margin and CAC payback.
• Support budgeting, reforecasts, and board pack preparation.
• Run ad-hoc analysis on pricing, vendor spend, headcount cost and unit economics.

Residual transactional work

• Handle AP processing, payment runs, expense and reimbursement processing, and the shared finance inboxes—while actively reducing these tasks through automation.

Requirements

• 2–4 years in a finance role covering month-end close and management accounts.
• Part-qualified or qualified ACCA, CIMA or ACA, or working towards it.
• Hands-on Xero experience; comfort with multi-currency and multi-entity accounting.
• Advanced Excel / Google Sheets: lookups, pivots, array formulas, and building schedules from scratch.
• Evidence of using AI tools or automation to remove manual work, with a measurable result.
• Understanding of subscription revenue, deferred revenue and SaaS metrics.

Preferred Qualifications

• Experience with Maxio, Salesforce, Stripe, Avalara, Moss or Revolut Business.
• Experience building with LLMs (Claude, ChatGPT), workflow tools (Zapier, Make), Apps Script, SQL or Python.
• Experience with intercompany, transfer pricing, or US sales tax exposure.
• Events industry experience.

Compensation & Benefits

• Remote-first work model, with hybrid options.
• Cashback healthcare plans.
• Company training sponsorship, including professional qualification support.
• 25 days’ holiday per year.
• Sabbatical leave.
• Clear career progression pathways.

Location

• Comfortable working remotely across UK, US and Serbian time zones.