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Financial adviser - financial planning

London
Confidential
Financial planner
Posted: 22h ago
Offer description

Finance System Consultant - QuickBooks Advanced (Charity Contract £400/day) I am excited to be working with a small UK charity (£2M income, 20 staff) to deliver a focused, low-complexity implementation of QuickBooks Advanced, replacing Sage ahead of July 2026. This is a well-defined, short engagement suited to someone who can get in, structure things properly, and get out without fuss. Contract: 10 days over 4 6 weeks Timing: Mid-May End June 2026 Rate: £400 per day Scope Set up QuickBooks Advanced (finance + payroll) Simplify and redesign chart of accounts Implement Classes (departments), Projects (funds), Locations (if needed) Migrate budgets from Excel Support payroll migration (with additional support available) Build straightforward, usable reporting Enable a clean month-end process Provide light handover/training Why this role Clearly scoped, no moving goalposts Small organisation, quick decision-making No VAT complexity Support available where needed (e.g. payroll migration) Opportunity to deliver a clean, well-structured system end-to-end Requirements QuickBooks Advanced implementation experience Understanding of charity finance (restricted/unrestricted funds) Experience migrating from Sage or similar Practical, delivery-focused approach Outcome A clean, functional system live by July with minimal reliance on Excel and a confident internal team. If you have the above skill and experience and are immediately available, please apply online today, I woudl love t have a conversation with you!

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