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Financialforce System Lead

Job Title: Financialforce System Lead
Reporting To: Group Chief Digital Officer
Location: Wilmslow
There is going to be a lot going on in 2021, whether that be acquisitions; new products; new systems; that's hopefully where you can help!


The provision of technology solutions is critical to the smooth running and continual growth of our business.

It starts with a deep understanding of appropriate business strategies, as well as with the overall technology strategy.


Working alongside the CDO, you will be fully committed to delivering against bold business plans whilst ensuring we can continue to deliver a best-in-class service and offering to clients.

If you are looking for a role where you can be part of shaping something special where you can look back and say, “look what we achieved” then please read further.


The Role


The Financialforce Systems owner is a senior-level strategic technology business partner who shares ownership for business value results.

You will focus on Financialforce delivery and ensure that IT/business/finance functions are effective and jointly determine strategic direction.

They will assist in the development of business-technology roadmaps resulting in the identification of FinancialForce demand across the Citation Group.


You will play a key role in the shaping of FinancialForce initiatives and projects, and collaborate to assure alignment with technology direction, and assist with marshalling of resources.


You will establish and manage relationships at all levels of the business including stakeholder expectations and demands.

You will understand Citation processes, key drivers and measures of success, the current technology used, and more broadly the technology capability.


You will be comfortable setting expectations with key stakeholders regarding technology opportunities including the costs, benefits, level of effort, potential returns, and limitations that may present challenges.


The Financial Systems Lead communicates decisions, priorities, and relevant project information to stakeholders in and outside of IT, shares knowledge of technology risks and opportunities to improve the efficiency and effectiveness of Citation, and identify dependencies across the business.


You will be responsible for owning the financial systems road map and ensuring the delivery of the FinancialForce platform.


The Person


The successful candidate should;
, Shape the FinancialForce roadmap and represent Citation Group businesses and business functions to ensure ongoing delivery of business value.
, Understand technology capabilities provided by FinancialForce and more broadly the technology function.

Works with business stakeholders to define and validate outcomes and requirements.


, Play a key role in the scope and definition of projects, applying business analysis and business case expertise to understand requirements, shape initial requests, and provide high-level estimates of effort and cost.
, Understand and document the desired outcome of a request, decides on effectiveness of existing FinancialForce offerings, and consider creation of new initiatives where relevant.
, Facilitate a continuous planning process.

Work with business units to manage and prioritise portfolios.

Analyse potential solutions to estimate value to the organisation and ROI.
, Develop and maintain governance processes with business functions and key stakeholders.

Measure customer satisfaction and technology functions effectiveness with business functions and key stakeholders.


, Develop and implement recommendations for continuous improvement.
Market FinancialForce services to the Citation Group and business units.

Demonstrate the value of these services and how they meet business objectives.
Education & Experience:
, Previous management of agile delivery methods/teams, including appropriate agile ceremonies is essential.
, Previous experience within a financial setting or Financial qualifications would be advantageous.
, Strong customer service orientation, leadership, and people management skills.

Ability to balance a wide variety of priorities.
, Strong project management skills including planning, organising, and prioritising.
, Ability to apply business acumen and technology knowledge to shape and drive business change with measurable positive outcomes.
, Excellent knowledge of technology solutions, new technologies, and understanding of technology trends.
, Knowledge of JIRA or similar toolset for requirements capture / Kanban.
, Cloud financial systems experience is essential, preferably with FinancialForce.
, Experience in working with an onshore/offshore delivery model is desirable.


About Us


We are Citation.

We are far from your average service provider.

Our colleagues bring their brilliant selves to work every day and we create an environment where they can shine.

We are a nice bunch.

We don't do office politics or “that's not my job”.

We listen, support, and take ownership.


We have been proudly delivering valuable HR and Health and Safety services to SME's across the UK for over 20 years.

Passionate about service, we're on a mission to revolutionise our colleague's and client's experience by employing brilliant people who are experts at what they do and smile whilst they are doing it.


Working for Citation you will have access to 25 days holiday, plus your birthday off work, gym membership discount, healthcare, childcare vouchers, the opportunity to purchase extra leave, pension contributions, and more.


It's a great place to work because of the people we employ.

Fun and professional, we want like-minded individuals who love to love their job (no ‘mood hoovers' here thanks!) and want the Company to succeed.




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