Job Description
Job Description
Hi. We're 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 Group’s 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 Group’s 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 it's like working at OFX
We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re 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. We're 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 it’s 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, you'll 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 people.culture@ofx.com.
We encourage you to apply if this role aligns with your career aspirations.
Hi. We're 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 Group’s 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 Group’s 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 it's like working at OFX
We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re 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. We're 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 it’s 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, you'll 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 people.culture@ofx.com.
We encourage you to apply if this role aligns with your career aspirations.
💡 Quick Summary
Seeking a career-building opportunity? The Finance Systems & Automation Manager position is now open for candidates interested in the Back Office Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.