Implementations Consultant – Budgeting Software Full Time

This role sits at the heart of customer success and product delivery, guiding new clients through the full implementation of a specialist budgeting and forecasting platform designed for complex education finance environments. You will take ownership of end-to-end deployments, transforming legacy spreadsheet-based budgeting processes into structured, scalable, and transparent system configurations. Acting as both a technical and functional expert, you will work closely with finance leaders, CFOs, and trust teams to ensure accurate data migration, system setup, and successful adoption. The role blends financial understanding with software implementation expertise in a highly collaborative, client-facing environment. You will also act as a trusted advisor, helping clients reimagine how they plan, forecast, and report financial performance. This is a hands-on, high-impact position where your work directly improves financial clarity and decision-making across multi-organization structures.

Accountabilities

In this role, you will lead the full implementation lifecycle for new clients, ensuring successful onboarding, system configuration, and adoption of the budgeting platform across multi-academy trusts. You will act as the key bridge between customer finance teams and internal product and technical stakeholders.

• Manage end-to-end implementation projects from kickoff through to go-live, ensuring timely and successful delivery.
• Translate existing customer budgeting processes, often Excel-based, into structured system configurations.
• Configure budgeting, forecasting, staffing models, assumptions, and reporting frameworks within the platform.
• Lead data migration from legacy spreadsheets and finance systems into the new solution.
• Validate financial outputs to ensure reconciliation with existing budgets and client expectations.
• Serve as the main client contact during implementation, managing communication, expectations, and project progress.
• Collaborate with internal teams to feed customer insights into product and service improvements.

Requirements

This position requires strong financial understanding combined with implementation or consulting experience in budgeting, FP&A, or education finance environments. You should be confident working with data, spreadsheets, and client stakeholders in structured project delivery settings.

• Strong understanding of budgeting, forecasting, and financial planning principles, ideally within multi-entity environments.
• Experience working with or implementing budgeting, FP&A, or financial planning software.
• Knowledge of academy or public sector finance is highly desirable.
• Advanced Excel skills, including complex financial modelling and data analysis.
• Ability to interpret and migrate financial data from multiple systems and spreadsheet structures.
• Strong communication skills with the ability to explain financial concepts to both technical and non-technical audiences.
• Excellent organizational skills with the ability to manage multiple implementation projects simultaneously.
• Strong analytical and problem-solving mindset with attention to detail.
• Experience working in client-facing or consulting roles is highly beneficial.

Benefits

• Salary up to £38,000
• Fully remote working model within the UK
• 27 days of annual leave plus bank holidays
• Enhanced maternity and paternity leave
• Private AXA health insurance, including dental and mental health support
• Home office and broadband allowances
• Life assurance (4x salary)
• Funded and encouraged professional development (CPD)
• Supportive, collaborative, and flexible working culture
• Regular team engagement and social activities

How Jobgether Works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role’s core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.