Data, AI and Finance Implementation Business AnalystProject Manager

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 weve 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 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 Youll 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.

Youll 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 integrations and migration/data quality.

• Ability to manage multiworkstream backlogs scope risks and stakeholder expectations.

• Good understanding of finance processes (AP AR GL reporting) and control frameworks.

• Skilled in documentation data validation workflow design and change facilitation.

• Confident communicator able to simplify technical concepts and lead workshops.

• Comfortable challenging vendors and driving data- and AI-led futurestate design.

• Detail-oriented collaborative adaptable and proactive in embedding AI and data-driven thinking.

We know you have a lot to offer which is why we give you the freedom to thrive no matter who you are or what your background is.

Our Values

At BKL we live by five core values:

• Think Big Be curious brave and open to new ideas.

• In It Together Collaborate care and build an inclusive culture.

• Take Pride Strive for excellence and believe in your impact.

• Do the Right Thing Act with integrity honesty and fairness.

• Enjoy It Bring your whole self to work and have fun doing it.

Take Your Next Step

Ready to grow your career with a company that balances ambition with purpose Apply today and discover how far you can go at BKL.

Our recruitment process typically involves three stages:

1. An introductory Teams call with our Talent Acquisition team.

2. A first-stage interview with two team members.

3. A final interview at our London office including a tour to give you a feel for our working environment.

Compliance & Equal Opportunities

In addition to the responsibilities listed above you will be required to undertake GDPR training in order to fully understand the regulations and ensure all work is carried out in a compliant manner.

As part of any recruitment process BKL collects and processes personal data relating to job applicants. BKL is committed to being transparent about how it collects and uses that data and to meeting its data protection obligations.

BKL is an equal opportunities employer and positively encourages applications from suitably qualified candidates eligible to work in the UK.