Finance Systems & Automation Manager

Requirements

• Tertiary qualification in Accounting, Business, Commerce, or a related discipline.
• CA or CPA qualified.
• Knowledge, Skills & Experience
• 7+ years' experience in finance systems, controllership, financial transformation, or a similar role.
• Strong understanding of end-to-end finance processes, including revenue, payments, expenses, and GL control.
• Hands-on experience with ERP systems (Dynamics 365 strongly preferred) and financial reporting/BI tools (Jedox desirable).
• Proven experience deli

Additional Information

Hi. We're OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive. Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years. Purpose of role The Finance Systems & Automation Manager is responsible for the end-to-end ownership, optimisation, and strategic evolution of the Group's finance systems landscape, with a strong focus on automation, AI-enabled productivity, and scalable integration. This role ensures that financial systems, particularly the General Ledger (D365) and Jedox, accurately, efficiently, and compliantly capture revenue, client transactions, payments, and employee card spend across platforms. The role plays a critical part in integrating the new client platform with existing finance systems, improving data flows, reducing manual intervention, and enabling timely, high-quality financial reporting. It partners closely with Finance, Technology, Product, and Operations teams to streamline processes, leverage emerging tools (including AI such as Copilot), and support the Group's growth and regulatory obligations. What You Do Finance Systems Ownership & Integration Own and manage core finance systems including Microsoft Dynamics 365 (GL), Jedox, Concur, and related finance and reporting platforms. Manage the integration of the new client platform with D365 and Jedox, ensuring accurate and automated posting of financial information, including: Revenue and FX transaction flows Client payments and settlements Employee card and expense spend Invoice payments Ensure system configurations appropriately support complex transaction volumes, multi-currency environments, and regulatory requirements. Automation, AI & Process Efficiency Identify, design, and implement automation opportunities across finance processes to reduce manual effort, errors, and processing time. Leverage AI-enabled tools (e.g. Microsoft Copilot) to improve productivity in areas such as reconciliations, variance analysis, reporting preparation, and issue resolution. Drive continuous improvement initiatives that simplify workflows, strengthen controls, and scale with business growth. Process & Controls Optimisation Ensure finance system processes align with accounting standards and internal control frameworks. Build and maintain robust GL feeds, validation rules, and reconciliation processes across integrated systems. Support revenue recognition and transaction accounting processes through system-driven solutions. Cross-Functional Collaboration Partner with Technology, Product, Operations, Payroll, and Finance teams to translate business requirements into system solutions. Act as a key finance representative in system changes, platform enhancements, and new product initiatives. Coordinate and lead finance user acceptance testing (UAT) when changes to core operating or client systems are introduced. Reporting & Data Enablement Support automated financial and management reporting through system integration and data optimisation. Enhance the accuracy, timeliness, and usability of finance data for decision-making. User Enablement & Support Provide training, guidance, and documentation for finance users on system functionality and best-practice processes. Act as a point of escalation for finance system issues and improvement opportunities. Payroll & Spend Integration Support payroll system integrations from a financial reporting and GL perspective, including automated feeds and controls. Support the optimisation and automation of employee card spend and expense processing, improving data extraction from the client platform and ensuring timely, accurate, and automated posting to the GL.

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