Management Accountant (AI & Automation)

Overview

The organization is seeking a Finance Generalist to support month-end close, management accounting, and core finance operations across multiple jurisdictions. This role reports to the Head of Finance and sits within a small team. A key expectation is automation: manual processes are targets for streamlining so time shifts from processing toward analysis and decision-making.

The group operates across the UK, US, and Serbia (three entities), handling finance activities in GBP, USD, and RSD.

Responsibilities

1) 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, then 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.

2) 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.

3) AI, automation & systems

• Build, test, and maintain AI agents for finance workflows on a flag-and-approve basis (human review required before anything posts).
• Map recurring tasks on the close calendar and score them 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.

4) 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.

5) Residual transactional work

• Handle AP processing, payment runs, expense and reimbursement processing, and shared finance inboxes, with a mandate to reduce manual volume 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 skills: 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.
• Building with LLMs (Claude, ChatGPT), workflow tools (Zapier, Make), Apps Script, SQL, or Python.
• Exposure to intercompany, transfer pricing, or US sales tax.
• Events industry experience.

Additional Role Expectations

• Treat repeated tasks as design problems, not routine.
• Check the output of automation as rigorously as personal work.
• Explain numbers clearly to non-finance budget holders.
• Comfortable working remotely across UK, US, and Serbian time zones.

Compensation & Benefits

• Remote-first working 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

Remote across UK, US and Serbia time zones.