Onform Finance – Technology Lead (Low-Code, Data & Automation) Jobrack

Skills / Requirements

• Agentic Workflows
• AI Orchestration
• AI Tools
• APIs
• Change Management
• Data Engineering
• Data Governance
• Financial Data Modeling
• Integrations
• Low-code platforms
• No-Code Platforms
• Payment Processors
• Prototype Development
• Security Procedures
• Shopify
• SQL
• Stakeholder Management
• Technical Solutions
• Technology Roadmap
• Vibe Coding
• Xero API

Why Apply

This role is perfect for someone skilled in AI tools like Claude and Gemini Workspace AI, as well as low-code platforms such as Airtable and Zapier. You'll be leveraging these technologies to prototype and implement solutions that streamline financial operations.

What You'll Be Doing

You'll identify opportunities for technology to improve OnForm Finance's operations, build and implement prototypes, and ensure their adoption across the team. You'll also establish security and data governance procedures to protect client financial data.

Pay and Career Growth

The role offers a competitive salary of $60,000 - $84,000 per year, with 25 days of leave plus UK bank holidays. You'll have the opportunity to shape the technology strategy of a growing company and work closely with leadership.

Benefits and Perks

• 25 days leave
• Birthday off
• Company offsites
• Remote IT setup
• UK bank holidays

Is This Role Right for You?

Original Job Description

Help us bring modern technology to every part of how OnForm Finance works!
£5–£7k/month | Full-time | UK/EU hours

Hey! I’m Henry, and I started OnForm Finance with my wife to help ambitious founder-led companies get the financial backbone they need to grow with confidence. Our clients span ecommerce, tech and beyond, and what they have in common is a founder who cares about the numbers and wants a finance partner who can keep up.
We provide outsourced finance services (day-to-day bookkeeping, management accounting, financial control and fractional CFO support) to businesses doing up to £20M in revenue.
Our team is made up of experienced finance professionals based across the UK, Europe and Asia. We’re small, sharp and hands-on, and we’re now investing seriously in technology to work faster, smarter and with fewer of the traditional barriers that slow most firms down.
AI is a big part of that, but it’s not the whole story. We want someone who can look across the whole business, identify where technology can genuinely improve how we operate, and then make absolutely sure those ideas get built, rolled out and used every day.

We’re looking for a Technology Lead to shape how OnForm Finance uses technology across the business.
This is our first dedicated technical hire. We already have a team of experts who know finance inside out, and thanks to modern AI tools and the rise of vibe coding, we can now build almost anything we can imagine. What we need is someone to think clearly about which things are worth building, and then drive them all the way through to adoption.
You’ll have three connected missions:
Apply technology across the business. Look across our delivery, operations and client work. Find the places where technology (AI, automation, integrations, internal tools) can remove friction, save hours and raise the quality of what we produce. Build prototypes, turn the best ones into production, and put them in our team’s hands.
Drive real adoption. A prototype that no one uses is a failure. You’ll partner with Henry and team leads to roll out new tools, train the team, refine based on feedback, and make sure technology actually becomes part of how everyone works. This is where the role earns its keep.
Put proper controls and governance in place. We handle a lot of client financial data, and right now we don’t have formal security procedures or controls. You’ll own this: define the procedures, implement the controls, and build a secure, well-governed foundation we can scale on.
In this role, you will:
Design and build internal tools that reshape how our finance team delivers (AI-powered reporting, automated reconciliations, client-facing dashboards, operational workflows)
Prototype fast using modern AI and low-code tools (Claude, Lovable, Gemini Workspace AI, Cursor, Airtable, Zapier, n8n), and turn the best prototypes into production
Stand up the data foundation: a central warehouse pulling from Xero, Shopify, Stripe and other sources our clients use
Establish security procedures and access controls around client financial data, covering access management, data handling and incident response
Implement data governance: classification, retention, segmentation and audit trails
Partner with Henry and team leads to map processes, find the highest-leverage places to insert technology, and make change stick
Train the team, build playbooks and raise the bar on how everyone uses technology day-to-day
Own the technology roadmap, including build-versus-buy decisions and vendor relationships

Working hours are ideally aligned with UK/EU time zones, with some flexibility.

To excel in this role, you need:
✅ Proven experience shipping real software with AI tools as a core part of your workflow (Claude, ChatGPT, Cursor, Lovable and similar), not just using them for chat
✅ Comfort building with modern low-code and no-code platforms (Airtable, Zapier, n8n, Make) and knowing when to graduate to real code
✅ Strong hands-on experience with APIs and integrations, ideally including Xero, Shopify or payment processors
✅ Solid data engineering foundation: you’ve built or maintained a data warehouse, written SQL against real business data, and can model financial data cleanly
✅ Experience setting up security procedures, access controls and data governance in a business that handles sensitive data
✅ Ability to translate messy business and financial requirements into technical solutions, and explain those solutions back to non-technical people
✅ Strong change management and stakeholder skills: you know how to get tools adopted, not just shipped
✅ A builder’s instinct: you ship, you iterate, you don’t disappear into planning for weeksProven experience with Xero API integration

Brownie points:
⭐Previous experience building tools for accounting, finance or ecommerce operations
⭐Hands-on work with Claude or Anthropic APIs, agentic workflows, or AI orchestration frameworks
⭐Experience leading full tech stack audits or change programmes (we may need this in time)
⭐Experience designing internal tools that non-technical teammates actually use and love
⭐A portfolio of things you’ve shipped fast: side projects, prototypes, micro-SaaS

The ideal person is strategic but execution-focused, comfortable sketching a multi-year technology roadmap in the morning and shipping a working prototype by the end of the day. You’re energised by the pace of modern tools, curious about how they reshape professional services, and you care as much about tools actually being used as you do about them being elegant.

What’s in it for you?
💷 £5k–£7/month depending on experience as a contractor*
🕒 Full-time | Fully remote
🌴 25 days leave plus UK bank holidays and your birthday off
💻 Full remote working IT setup
🎉 Company offsites

*Please note that this is a gross salary and that you are responsible for any tax-related procedures in your country of residence. We kindly ask you to apply only if you are happy to work remotely as an independent contractor.

This is our typical hiring process – occasionally, it may include extra steps.
For this role, JobRack is partnering with Onform Finance to find their next hire. We’ll handle all the screening and testing, so they see only the best-fit candidates – like you!
🔍 How to shine
• Read the role details carefully.
• Submit a thoughtful, high-quality application.
• Stay responsive – we’ll keep you updated at every stage.
✨ Important notes
• Apply only through JobRack; please don’t contact the company directly.
• We expect a respectful hiring experience – any disrespect means instant disqualification.
• This is a full-time, primary role (no freelancing or second jobs).
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