Finance Systems Analyst

PoloWorks; Cheltenham; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Hybrid working

Private health insurance

Life assurance

Income protection

Pension contributions

Maternity/Paternity pay

Volunteer days

EV leasing

Employee discounts

Referral scheme

Sports & social events

Cheltenham bus pass

Job summary

PoloWorks seeks a Finance Systems Analyst to govern and develop Sage Intacct across the business. You will manage user access, data integrity and efficient workflows as the finance systems SME for the company.

Based in Cheltenham, the role supports the Client Finance team with system configuration, period-end processes, ad hoc reporting and user training. A finance qualification is desirable, with a focus on accuracy and internal controls.

Qualifications

• Experience with finance or ERP systems including invoicing and GL.
• Strong understanding of finance processes and internal controls.
• Knowledge of user access management and audit requirements.

Responsibilities

• Set up and maintain user access and security for finance systems.
• Administer finance system workflows and period-end processes.
• Develop and maintain system reports to support finance needs.
• Provide training and onboarding for new users of the system.

Skills

Finance systems

Data analysis

User access management

Report development

Stakeholder communication

Attention to detail

Education

Finance qualification desirable

Tools

Sage Intacct

Job description

Description

The Finance Systems Analyst at PoloWorks is responsible for the administration, governance and ongoing development of the company’s finance system, Sage Intacct. This role ensures system integrity, appropriate user access, accurate financial data and efficient workflows, while acting as a subject matter expert and key point of contact for finance system users across the business.

Department: Client Finance

Location: Cheltenham

Compensation: £35,000 - £45,000 / year

Key Responsibilities

User Access & Security Management

• Set up new finance employees as business users within finance systems.
• Set up new employees as timesheet users and manage timesheet approvers.
• Process access change requests and maintain appropriate system permissions.
• Perform quarterly access reviews to ensure compliance with internal controls.
• Conduct segregation of duties (SoD) reviews and maintain related controls.

System Administration

• Administer and maintain:
• Timesheet codes
• Sales invoice set-up and amendments
• General Ledger (GL) account set-up and changes
• Bank detail input and updates
• Dimensions and custom field changes
• Smart events and system triggers
• Statement of Work (SoW) codes and employee access
• Set up and maintain new customer records.
• Set up and maintain new supplier records.
• Support the set-up and onboarding of new legal entities.

Workflow & Period-End Management

• Manage and maintain finance system workflows.
• Support the closing of financial periods within the system.
• Input month-end exchange rates and obtain Group approval for posting.

Reporting & Development

• Deliver ad hoc system development and configuration enhancements.
• Develop, maintain and improve system reports to support finance and business requirements.

Training & Support

• Provide system training and onboarding for new users.
• Act as the finance systems subject matter expert, providing ongoing user support and guidance.

Skills, Knowledge And Expertise

• Experience working with finance or ERP systems (e.g. timesheet, invoicing and General Ledger platforms).
• Strong understanding of finance processes and internal controls.
• Knowledge of user access management, segregation of duties and audit requirements.
• Experience in report development and system configuration.
• High attention to detail with strong analytical and problem-solving skills.
• Ability to work effectively with Finance, IT and wider business stakeholders.
• Highly organised with the ability to manage multiple priorities.
• Proactive, reliable and solutions-focused.
• Strong communication and training skills.
• A finance qualification is desirable but not essential.

Demonstrates Behaviours Aligned To The PoloWorks PRIDE Values

• Pioneering – we don’t stand still
• Responsible – We do the right thing
• Inclusive – we all play a role
• Delivery Focused- we provide services we are proud of
• Empowering – we equip people to be their best

Benefits

• competitive salary
• discretionary annual bonus
• minimum 24 days of annual leave (with the option to buy more)
• flexible, hybrid working
• private health insurance
• life assurance
• income protection
• enhanced pension contributions
• occupational maternity and paternity pay
• company volunteering days
• Electric Vehicle (EV) leasing scheme
• employee assistance programme with retail discounts and savings
• generous employee referral scheme
• regular sports and social events
• free Cheltenham bus travel