Finance Systems & Automation Manager

Hi. Were 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 Groups 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 Groups 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.

Qualifications :

Qualifications

• 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 delivering system integrations and process automation in complex transaction-heavy environments.
• Exposure to AI-enabled tools or advanced automation within finance (or strong appetite and capability to adopt them).
• Strong stakeholder management skills with the ability to influence across finance technology and business teams.
• Demonstrated project management capability with the ability to manage multiple priorities and deliver outcomes.
• Detail-oriented commercially minded and a practical problem solver.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Office particularly Excel.

Additional Information :

What its like working at OFX

Were OFXers because we want to make a difference. We see challenges as opportunities and were not afraid to roll up our sleeves to get stuff done. Were committed to making things easier for our clients pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction.

We operate as one team cross-functionally and globally to drive outcomes that deliver excellence for our customers. Were curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges.

• Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career with leadership training secondments internal mobility and access to a large library of online learning.
• Make a difference. Through our Make a Difference program we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day which OFXers can use together or individually as well as matched giving and the opportunity to nominate charity of choice every quarter.
• Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers effort technical expertise or support through a range of global and regional channels and awards including quarterly and annual awards milestones and shout outs.
• Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether its a wellbeing activity end of year celebration or a monthly team get-together our team wants you to feel welcome!
• Benefits that mean something. We offer a range of fantastic benefits including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave youll feel well-supported at OFX.
• A great work environment. Enjoy work-life balance and flexibility with our hybrid work model in an inclusive diverse and non-hierarchal culture.

At OFX we are committed to fostering a diverse inclusive and accessible workplace where we value respect and encourage our people to be their authentic selves. With an employee base as diverse as the clients we serve we know that fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process please email us at .

We encourage you to apply if this role aligns with your career aspirations.

Remote Work :

No

Employment Type :

Full-time