Job Specifications
Job Title: Data, AI and Finance Implementation Business Analyst/Project Manager
Location: Hybrid Working – London N3 / EC4M / Remote
Working Hours: Monday to Friday, 35-hour week (Flexitime)
Employment Type: Day rate or Fixed-Term Contract
Reporting To: Operations Director/Finance Director
Salary Range: £650 per day or FTC
About BKL
BKL is a Top 40 accountancy and advisory business supporting a diverse client base, from entrepreneurs and high-net-worth individuals to ambitious owner-managed businesses and multinational groups. With a legacy spanning over 130 years, we’ve evolved into a modern, purpose-driven business that balances profit with impact.
We are proud to be a certified B Corp, reflecting our commitment to sustainability, transparency, and responsible governance. As a member of DFK International, we support clients locally and internationally with cutting-edge expertise and a personal touch.
We believe all clients deserve the same level of care, innovation, and excellence.
Your Opportunity
We are seeking an experienced and multifaceted Business Analyst / Project Manager to help drive forward delivery of an ambitious AI and Data roadmap as well as a critical financial systems transformation. This role sits at the intersection of technical implementation and business process re-engineering as we migrate our 10-person finance function from Xero to Microsoft Dynamics 365 Business Central as well as support our AI and Data strategy roadmap execution. In addition to the finance platform implementation, the role places equal emphasis on shaping and executing the Data and AI strategy, as well as ensuring seamless system integration. You will collaborate closely with data engineers and implementation partners to design robust data models, establish AI-driven processes, and oversee the integration of key systems.
As part of a larger implementation team, you will bridge the gap between finance stakeholders, data engineers, and our external implementation partners. This position requires a professional capable of managing technical complexity (data models, migration logic) while assisting teams through a significant period of operational change. You will be supported by Implementation partners for both Finance and Data and AI and an internal transformation team.
How You’ll Make a Difference
PROJECT & REQUIREMENTS MANAGEMENT
Lead requirements gathering from finance stakeholders during the critical Xero-to-Business Central migration
Lead requirements gathering from Business stakeholders for the AI and Data roadmap delivery
Complete tool analysis and review for specific Finance process, Options analysis and report back.
Own the creation and prioritization of the AI and Data implementation backlog, managing scope across workstreams.
Maintain clear documentation of business rules, workflows, and dependencies.
Participate in workshops to map current-state processes (Xero) to future-state (Business Central) workflows and challenge implementation vendor on an AI and Data driven set up.
Produce detailed requirement specifications for development and configuration teams.
FINANCE PLATFORM IMPLEMENTATION AND TRANSITION (XERO TO BUSINESS CENTRAL)
As is process mapping for key finance cycles: AP, AR, GL, and Reporting.
Facilitate deep understanding of financial configuration options within Business Central
Design data migration strategy from Xero, including comprehensive data validation and cleansing requirements.
Ensure data integrity during migration and establish robust control frameworks
FINANCE INTEGRATION SUPPORT
Process mapping of existing and to be acquired entities
Planning for new and existing entities processes to transition to BKL Group processes
Business partnering and change management to ensure a smooth transition
Ad hoc support with M&A integration
DATA & ANALYTICS
Design the data cube framework for financial analytics and reporting.
Translate Business Central transaction data into structured data models.
Work with the Practice Engine integration architecture to define data flows and transformations.
Specify Power BI data models, calculated columns, and measures for financial dashboards.
Document data lineage and ensure auditability of analytical datasets.
STAKEHOLDER ENGAGEMENT
Act as the primary point of contact between the finance team, implementation partners, and technical team.
Manage expectations around timelines, scope, and Business Central capabilities.
Provide regular status updates and clear escalation pathways.
You’ll Be Ideal for This Role If You Have:
Experience delivering finance system and data/AI projects as a Business Analyst or Project Manager.
Hands-on involvement in ERP implementations (ideally Xero → Dynamics 365 Business Central).
Strong skills in requirements gathering, process mapping, and producing clear specifications/user stories.
Experience working with data engineers on data models, integrati
About the Company
BKL are a Top 40 firm of accountants and tax advisers with over 400 people, and offices in North London and Central London. Our clients, who come from virtually every business sector, share an ambitious, entrepreneurial spirit. Many of our peers and other professional firms come to us with their clients' complex tax matters. We’re recognised as one of the country’s foremost authorities in this area. But our expertise covers many sectors and specialisations. We enjoy the relationships we have with our clients. We like our wor...
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