Commercial Finance Analyst

Klipboard; Leeds; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Klipboard seeks a driven Commercial Finance Analyst to join our Finance Business Partnering team. You will deliver high-quality analysis, reporting and forecasting to support decision-making across global Sales and Marketing, with a strong focus on revenue drivers and ROI.

The role offers exposure to senior leaders and a clear progression path into Finance Business Partner roles, emphasizing commercial performance, budgeting and data-driven improvements. Hybrid work arrangement is in place.

Qualifications

• Degree in Finance, Accounting, Economics, Business or related field or equivalent experience.
• ACA/ACCA/CIMA qualification or active study towards professional qualification.
• 3–5 years' experience in finance, FP&A or management accounting.
• Experience in budgeting, forecasting and management reporting.

Responsibilities

• Support sales, marketing and operations with financial analysis and insights for decision-making.
• Build relationships with stakeholders and provide trusted financial information.
• Deliver timely management reporting with clear commentary on performance.
• Develop Power BI dashboards and reporting solutions for stakeholders.
• Support budgeting and forecasting processes and variance analyses.

Skills

Advanced Excel

Power BI

Financial modelling

Stakeholder communication

FP&A

Education

Bachelor's degree in Finance/Accounting

ACCA/CIMA qualified or studying

Tools

Excel

Job description

"At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work."

Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are in the world. With a unique depth of knowledge and experience in ERP/SaaS solutions, Klipboard has a wide range of clients includes wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. Klipboard has offices in the UK, Ireland, The Netherlands, South Africa, Kenya and North America. Our mission is simple: to design and deliver high performance, integrated ERP solutions that enable our distributive trade customers to source effectively, stock efficiently, sell profitably and service competitively.

Klipboard is a global, growing business that embraces AI and emerging technologies to enhance customer outcomes, collaboration, and continuous improvement. We’re looking for people who are curious about or fluid with AI, open to change, and excited to learn how technology can improve the way we work and help our customers which is always supported by strong human insight and communication.

We are looking for a driven and commercially minded Commercial Finance Analyst to join our wider Finance Business Partnering team. This is an excellent opportunity for an ambitious finance professional who wants to accelerate their career in commercial finance and develop into a Finance Business Partner.

Working closely with sales and marketing leaders across a global business, you will provide high-quality analysis, reporting and forecasting to support decision‑making and improve performance. A significant focus will be on sales and marketing performance, revenue drivers, return on investment and the development of Power BI reporting that gives stakeholders clear, actionable insight.

The role provides meaningful exposure to senior leaders across Finance, Sales and Marketing, alongside a clear development pathway into Finance Business Partner and Senior Finance Business Partner roles based on performance, capability and business opportunity.

Key Responsibilities:

Commercial Finance and Business Partnering

• Support sales, marketing and operational leaders with financial analysis and commercial insight that aids decision‑making and performance improvement.
• Build effective relationships with stakeholders across the business and become a trusted source of financial information and analysis.
• Participate in business reviews and performance discussions, helping stakeholders understand results and the underlying drivers.
• Support commercial initiatives through analysis, constructive challenge and clear recommendations.

Financial Analysis and Reporting

• Analyse revenue, costs, marketing investment, customer acquisition, sales productivity and profitability trends to identify risks and opportunities.
• Deliver timely and accurate management reporting with clear commentary on business performance.
• Perform ad hoc analysis to support commercial and operational decision‑making.
• Review KPIs regularly to ensure reporting remains relevant and aligned with business objectives.

Power BI and Data Analytics

• Develop and maintain Power BI dashboards and reporting solutions for finance and business stakeholders.
• Improve reporting automation and data visualization to provide timely, accessible and actionable insight.
• Work with finance and business teams to enhance reporting capability and support data‑driven decision‑making.
• Identify opportunities to improve reporting processes, data quality and analytical capability.

Budgeting and Forecasting

• Support budgeting and forecasting processes across assigned business areas.
• Prepare forecast updates and provide variance analysis against budget, forecast, and prior periods.
• Help stakeholders understand forecast assumptions, trends, and key sensitivities.

Performance Management and Commercial Support

• Monitor performance against key financial and operational metrics and highlight emerging risks and opportunities.
• Assist with financial models, business cases, and commercial analysis for investment and growth initiatives.
• Support assessments of sales effectiveness, marketing return on investment, and customer acquisition performance.
• Work with budget holders to identify cost‑control and efficiency opportunities.

Stakeholder Communication and Continuous Improvement

• Prepare and present reports and analysis to finance leadership, sales leaders, marketing leaders, and operational managers.
• Translate complex financial and operational information into clear, practical insights for non‑finance stakeholders.
• Support continuous improvement of financial processes, reporting, and planning activities.
• Identify opportunities to simplify and automate recurring reporting and finance activity.
• Undertake any other duties requested that are commensurate with the role.

Skills, Knowledge and Experience:

• A degree in Finance, Accounting, Economics, Business or a related discipline, or equivalent relevant experience.
• ACA, ACCA or CIMA qualified, part-qualified or actively studying towards a professional qualification.
• Approximately three to five years of relevant experience in finance, FP&A, commercial finance, management accounting or financial analysis.
• Experience supporting budgeting, forecasting, management reporting and performance analysis.
• Strong analytical capability and confidence working with large datasets.
• Advanced Excel skills, including financial modelling, reporting and analysis.
• Clear communication skills, with the ability to explain financial information to non‑finance stakeholders.
• Strong attention to detail and commitment to data accuracy and integrity.
• Commercial curiosity, ownership and a proactive approach to problem‑solving and continuous improvement.
• Experience using Power BI to create and maintain dashboards, reports and business performance analysis.
• Experience partnering with sales, marketing or wider commercial teams.
• Experience analysing revenue, sales pipeline, marketing spend, customer acquisition, conversion, productivity or return‑on‑investment metrics.
• Experience working within a global, technology, software or private equity‑backed organisation.

Company Info

You may also have seen from our recent posts that we are excited to begin sharing our new company name – Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management. We have offices based across the world and we are looking for talented individuals to join our growing teams. Due to our growth over the last few years it is an exciting time to join us as we enter our next chapter! At

As a global company, we value and respect the diversity of our workforce, aiming to empower everyone to embrace each other's differences. We are committed to creating an inclusive workplace where diversity, equity, and inclusion are integral to our company and culture. We recognize the benefits of a diverse workforce, where creativity and valuing differences enable us all to thrive and sparks innovation.

If you require any help, adjustments and/or support during the interview and offer process then please advise our TA or HR team.

Research shows that women and other underrepresented groups are less likely to apply for a role unless they meet every listed requirement. However, we recognise that skills and experience come in many forms, and we encourage you to apply even if you don’t meet every criterion. If you are passionate about this role and believe you have the right mindset and transferrable skills, we would love to hear from you!