SAGE X3 Finance and Procurement Lead (Functional)

SUMMARY:

Sage X3 Finance & Procurement Lead (Functional)

POSITION INFO:
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

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

• 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