<p><strong>The Company</strong><br />Tax Traders and Taxi are privately held New Zealand businesses based in Newmarket that have a social licence different to many in business. With positive social outcomes with individuals, families and the wider communities at the heart of their purpose, this business has a unique feel where you will feel like so much more than an ordinary employee. <br /><br />Tax Traders is New Zealand's premier tax pooling fintech, transforming how businesses manage provisional tax. Through its IRD-approved platform, Tax Traders empowers companies with flexible payment options, reduced interest costs, and seamless digital tools - turning tax into a strategic asset rather than a financial burden.<br /><br />Taxi is the innovative capital solution born from Tax Traders, offering fast, affordable funding by unlocking the value of provisional tax payments. With rates often lower than traditional overdrafts, Taxi helps businesses improve cash flow, seize growth opportunities, and stay agile in a competitive market.<br /><br /><strong>The Role</strong><br />In this role you will partner with the CFO, Finance Lead and our senior team to optimise processes, enhance reporting, and improve accuracy and speed using tools like Power Automate, Power BI, and Microsoft Copilot.<br /><br />Your key responsibilities will include:</p><ul><li>Lead the operational delivery and strategic development of core operational processes in collaboration with senior leadership.</li><li>Drive automation initiatives using Power Apps, Power Automate and PowerBI (and others) to enhance finance processes and customer experience.</li><li>Champion the use of AI tools to streamline reporting, analysis, and forecasting across finance operations.</li><li>Develop and maintain BI dashboards and reporting tools to support data-driven decision-making.</li><li>Collaborate cross-functionally to ensure timely and accurate operational processes and reporting.</li><li>Provide training and mentorship to the Finance &amp; Operations team to uplift capability and process ownership.</li><li>Ensure compliance with legislative and risk management requirements while maintaining robust documentation.</li></ul><p><strong>Your Profile</strong><br />This role is ideal for someone who enjoys solving complex problems, building smart workflows, consistently searching for a more effective approach to any given process, and turning data into actionable insights, all while keeping compliance and customer experience front and centre. <br /><br />To be considered, we are looking for an individual with the following attributes:</p><ul><li>Background in finance, tax, accounting or financial industries.</li><li>Hands-on experience with Power Apps and Power Automate, with a track record of delivering process improvements through automation.</li><li>Experience using AI tools (e.g. Microsoft Copilot, ChatGPT, or similar) to enhance reporting, analysis, and workflow efficiency.</li><li>Proficiency in BI tools such as Power BI, including dashboard creation, data modelling, and performance reporting.</li><li>Experience in integrating processes into HubSpot is beneficial, but prior experience not mandatory.</li><li>Excellent stakeholder management and communication skills.</li><li>Ability to lead cross-functional initiatives and drive continuous improvement.</li><li>Experience in training and mentoring team members to build operational capability.</li><li>Curious, collaborative, and comfortable working in a changing environment.</li></ul><p><strong>Apply Today</strong><br />Please send your resume by clicking on the apply button or contact Megan Alexander.</p><p><br /><em>Reference Number: 06900-0013306802</em></p><p><em>By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice:</em> <em><a href="https://nam02.safelinks.protection.outlook.com/?url=https://www.roberthalf.co.nz/privacy-statement&amp;data=05|01|[email protected]|2df93a725f1c43601e5308daa1051e08|16532572d5674d678727f12f7bb6aed3|0|0|637999340615419831|Unknown|TWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0=|3000|||&amp;sdata=cIixo6zjvDZ9MDPYy+jEU0wsYA/yRNDEHRQ4pRKx8Eg=&amp;reserved=0">https://www.roberthalf.co.nz/privacy-statement</a>. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.</em></p><img src="https://counter.adcourier.com/bWVnYW4uYWxleGFuZGVyLjIzNzIyLjEwOTE4QHJoaW56LmFwbGl0cmFrLmNvbQ.gif">