SAGE X3 Finance and Procurement Lead (Functional)

We are seeking a highly experienced and hands-on Sage X3 Finance & Procurement Lead (Functional) to drive the successful implementation and adoption of Sage X3 across the Finance and Procurement functions.

Position Summary

The Sage X3 Finance & Procurement Lead will serve as the functional owner and implementation lead for the Finance and Procure-to-Pay workstreams. The role is responsible for ensuring the solution is aligned with business requirements, governance standards, financial controls, and operational objectives.
Working closely with Finance, Procurement, Operations, IT teams, and external implementation partners, the successful candidate will lead the project from requirements gathering and design through testing, go-live, user adoption, and post-implementation stabilisation.
This role requires a strong combination of ERP implementation expertise, finance and procurement process knowledge, stakeholder management capability, and project leadership skills.

Key Objectives

ERP Implementation Delivery

• Successfully deliver a fit-for-purpose Sage X3 Finance and Procurement solution that meets business, compliance, and reporting requirements.
• Ensure implementation milestones are achieved within agreed scope, quality standards, timelines, and budget.

Governance and Controls

• Establish and maintain robust financial controls, approval workflows, delegation of authority structures, and audit-compliant processes.
• Ensure all implementation outcomes support internal governance and external audit requirements.

Data Integrity and Reporting

• Drive master data governance, cleansing, migration, validation, and reconciliation activities.
• Improve the accuracy, consistency, and reliability of financial and procurement reporting.

User Adoption and Change Management

• Promote stakeholder engagement and alignment across Finance, Procurement, Operations, and IT teams.
• Develop training programmes, process documentation, and support frameworks to ensure long-term system adoption and sustainability.

Key Responsibilities

Sage X3 Functional Leadership

• Lead the functional implementation of Sage X3 Finance and Procure-to-Pay processes.
• Act as the business owner and primary functional expert throughout the implementation lifecycle.
• Ensure system design aligns with organisational objectives, governance requirements, and best practices.

Requirements Analysis & Solution Design

• Facilitate business requirements gathering sessions and workshops.
• Conduct fit-gap analyses and recommend practical system solutions.
• Translate business requirements into functional specifications and configuration requirements.
• Review and approve solution designs proposed by implementation partners.

Finance Process Implementation

• Lead implementation and optimisation of:
  • General Ledger (GL)
  • Accounts Payable (AP)
  • Financial Reporting
  • Cost Allocation Structures
  • Financial Controls and Approval Workflows
  • Month-End and Year-End Processes

Procurement Process Implementation

• Lead implementation of Procure-to-Pay processes including:
  • Requisition Management
  • Purchase Orders
  • Goods Receipt Processes
  • Supplier Invoice Processing
  • Three-Way Matching Controls
  • GR/IR Reconciliation
  • Invoice Exception Management
  • Supplier Governance Workflows

System Configuration & Controls

• Oversee workflow configuration and approval matrix setup.
• Ensure segregation of duties and internal control requirements are embedded within the system.
• Validate configuration decisions against business and audit requirements.

Testing & Go-Live Management

• Develop testing strategies and test scenarios.
• Lead System Integration Testing (SIT) and User Acceptance Testing (UAT).
• Coordinate defect management and resolution activities.
• Assess go-live readiness and support cutover planning.
• Lead post-implementation hypercare and stabilisation activities.

Data Migration & Governance

• Oversee data cleansing, migration preparation, validation, and reconciliation.
• Establish master data governance standards and ownership structures.
• Ensure data accuracy and completeness prior to deployment.

Change Management & Training

• Drive stakeholder communication and change management initiatives.
• Develop and maintain process documentation, SOPs, and training materials.
• Conduct user training and support adoption across business functions.

Vendor & Stakeholder Management

• Serve as the primary functional liaison between the client and external Sage X3 implementation partners.
• Coordinate project activities across internal departments and external vendors.
• Escalate project risks, issues, and decisions appropriately.

Compliance & Audit Readiness

• Ensure implemented processes comply with organisational policies, governance standards, and audit requirements.
• Support internal and external audit activities relating to ERP controls and processes.

Minimum Requirements

Qualifications

• Bachelor's Degree or Diploma in:
  • Finance
  • Accounting
  • Supply Chain Management
  • Information Systems
  • Business Management
  • Or a related field

Experience

• Minimum 5 years' experience in ERP-related roles with a strong Finance and/or Procurement focus.
• Proven experience leading Sage X3 Finance and Procurement implementations.
• Successful delivery of at least two full ERP implementations or major ERP rollouts in a leadership capacity.
• Experience working closely with external ERP implementation partners and consultants.
• Demonstrated experience managing ERP projects through requirements gathering, configuration, testing, go-live, and stabilisation.

Technical & Functional Knowledge

Strong understanding of:

• Sage X3 Finance and Procurement modules
• General Ledger and Accounts Payable processes
• Procure-to-Pay lifecycle management
• Three-way matching controls
• GR/IR reconciliation processes
• Invoice exception handling
• Workflow design and approval structures
• Financial governance and internal controls
• Delegation of Authority (DoA) frameworks
• Audit and compliance requirements
• Master data governance and migration methodologies

Competencies & Skills

Leadership & Project Management

• Strong implementation leadership capability.
• Excellent planning, organisation, and execution skills.
• Ability to manage multiple priorities and stakeholders simultaneously.

Communication & Stakeholder Engagement

• Strong facilitation and workshop management skills.
• Excellent verbal and written communication abilities.
• Ability to influence and build relationships across all organisational levels.

Analytical & Problem Solving

• Strong business process analysis capability.
• Ability to identify root causes and develop practical solutions.
• Detail-oriented with a focus on quality and accuracy.

Personal Attributes

• Structured and highly organised.
• Delivery-focused and results-driven.
• Professional, ethical, and trustworthy.
• Calm and composed under pressure.
• High levels of integrity and discretion when handling sensitive financial and commercial information.
• Adaptable and capable of operating in a dynamic project environment.

Key Performance Indicators (KPIs)

• Successful delivery of Sage X3 Finance and Procurement implementation milestones.
• UAT completion and sign-off within agreed timelines.
• Successful go-live and stabilisation outcomes.
• Data migration accuracy and reconciliation success rates.
• User adoption and training effectiveness.
• Compliance with internal controls and governance requirements.
• Stakeholder satisfaction levels.
• Reduction in process inefficiencies and manual workarounds.
• Improvement in reporting accuracy and reliability.

Remuneration

Market-related salary package offered, commensurate with qualifications, skills, and relevant experience.