Finance Systems & Reporting Lead

Medichecks; Nottingham; Hybrid; GBP 54,000 - 66,000; Full time

Job summary

Medichecks is seeking a Finance Systems & Reporting Lead to own the Sage 200 platform, manage data integrity, and drive reporting and governance across finance and operations.

You will build dashboards, oversee forecasting and cashflow models, ensure VAT compliance, and partner with IT and commercial teams. The role is hybrid, based at our head office in Nottingham, full-time and permanent.

Qualifications

• Qualified accountant — ACCA, CIMA or ACA.

Responsibilities

• Act as the finance owner and SME for Sage 200 and related systems.
• Build, maintain and improve financial and operational reports using Sage 200 data.
• Own forecasting and cashflow models, with clear separation of actuals and assumptions.
• Prepare VAT submissions and ensure VAT compliance and controls.
• Improve data quality, reconciliations and financial control across systems.
• Lead finance systems, reporting and data improvement projects.
• Support month-end and year-end reporting and board reporting.

Skills

Finance systems ownership

Sage 200

Data analysis

Excel

Education

ACCA/CIMA/ACA qualified

Tools

Sage 200

Power BI

Excel

Job description

The Role:Finance Systems & Reporting Lead

Salary: £60k per annum

Hours: Full Time, Permanent

Location:Hybrid* (Head office Nottingham)

Role and responsibilities

1. Finance Systems Ownership

The Role:Finance Systems & Reporting Lead

Salary: £60k per annum

Hours: Full Time, Permanent

Location:Hybrid* (Head office Nottingham)

Role and responsibilities

1. Finance Systems Ownership

• Act as the finance owner and subject matter expert for Sage 200.
• Manage and maintain Sage 200 from a finance systems perspective, including nominal structure, VAT codes, reporting codes, user access, system controls and process setup.
• Support, review and control imports into Sage 200, ensuring data is complete, accurate, reconciled and appropriately documented.
• Understand how data flows into and out of Sage 200 and how it interacts with other business systems.
• Identify and resolve finance system issues, working with internal colleagues and external system providers where required.
• Improve finance system processes to reduce manual work, duplication, errors and reliance on fragile spreadsheets.
• Support Sage 200 upgrades, testing, configuration changes and new functionality where required.
• Maintain clear documentation of key finance system processes, imports, reconciliations and controls.

2. Reporting, Data and Management Information

• Build, maintain and improve financial and operational reports using data from Sage 200 and other business systems.
• Understand the underlying data structure across multiple systems and identify how data can be used for financial reporting, margin analysis, operational reporting and business decision-making.
• Develop reporting that improves visibility of revenue, margin, stock, fulfilment, subscriptions, customer activity, operational performance and other key business metrics.
• Work with large data sets from multiple platforms, identifying inconsistencies, gaps, duplication and opportunities for better reporting.
• Ensure reports are accurate, reconciled to source systems and clearly documented.
• Support the development of dashboards, automated reports and repeatable reporting processes using Excel, Power Query, Power BI or other appropriate tools.
• Work with the Management Accountant and Sales Ledger team to improve revenue reporting, deferred income calculations, margin analysis and sales data quality.
• Work with Operations, Technology and other teams to ensure operational data is captured and structured in a way that supports useful financial insight.

3. Forecasting, Cashflow and Model Control

• Own the structure, integrity and control of the company’s forecasting and cashflow models.
• Review forecasting models for accuracy, robustness, consistency and usability.
• Ensure forecast models have clear separation between actuals, assumptions, calculations and outputs.
• Review formulas, links, calculations, data feeds and reconciliations within key forecast and cashflow models.
• Ensure actuals are accurately imported, linked or reconciled from Sage 200 and other source systems.
• Build checks and controls into forecasting models to identify errors, broken links, inconsistent formulas or unexplained movements.
• Maintain version control and documentation for key forecasting and cashflow models.
• Support scenario modelling and sensitivity analysis for the Finance Director and senior leadership team.
• Challenge unusual trends, movements or inconsistencies in forecast outputs.
• Provide assurance to the Finance Director that models are accurate, robust and suitable for management, SLT and Board reporting.
• The Finance Systems, Reporting & Controls Manager is responsible for model integrity and robustness. The Finance Director retains ownership of final commercial assumptions, forecast judgement and Board-level financial narrative.

4. VAT, Compliance and Controls

• Prepare, review and submit VAT returns through Making Tax Digital.
• Ensure VAT returns are accurate, complete, supported by appropriate reconciliations and submitted on time.
• Maintain VAT control account reconciliations and supporting evidence files.
• Review VAT coding, VAT system setup and transaction processing within Sage 200.
• Investigate unusual VAT movements, adjustments or reconciling items.
• Ensure imports, integrations and manual journals are correctly treated for VAT purposes.
• Escalate unusual, complex or judgemental VAT matters to the Finance Director.
• Provide the Finance Director with a VAT summary before submission, including key movements, adjustments, reconciliations and any risks.
• Support audit or HMRC queries relating to VAT, finance systems, reconciliations and reporting controls.

5. Data Quality, Reconciliations and Financial Control

• Ensure financial and operational data used for reporting is accurate, complete and appropriately reconciled.
• Improve controls around system imports, interfaces, master data, user access, report production and manual adjustments.
• Review and improve reconciliations between Sage 200 and other business systems.
• Identify recurring errors, weaknesses or inconsistencies and work with the relevant teams to resolve them.
• Maintain process notes and control documentation for key finance reporting and system processes.
• Support month-end and year-end reporting by improving the reliability and availability of financial data.
• Assist with audit preparation, including schedules, system explanations, reconciliations and evidence of controls.
• Promote good financial control and data discipline across the finance team.

6. Process Improvement and Finance Projects

• Lead finance systems, reporting and data improvement projects.
• Map existing finance processes and data flows, identifying manual work, duplication, control weaknesses and opportunities for improvement.
• Work with Finance, Operations, Technology and external system providers to deliver practical system and reporting improvements.
• Translate finance and business reporting requirements into workable system and data solutions.
• Support the integration of new systems into Finance processes.
• Test system changes, report outputs, imports and new processes before implementation.
• Ensure changes to finance systems, reporting models and key processes are properly documented and controlled.
• Help the business move away from manual spreadsheet-led reporting where better system-led or automated solutions are possible.

7. Support to Finance Team and Wider Business

• Work closely with the Management Accountant to improve month-end reporting, revenue analysis, margin reporting and sales ledger data quality.
• Work closely with the Payroll / Office / Purchase Ledger Manager to improve purchase ledger processes, supplier data, approvals and Sage 200 controls.
• Provide guidance to finance colleagues on system use, reporting requirements, coding consistency and data quality.
• Challenge poor processes or inconsistent data handling in a constructive and practical way.
• Support the Finance Director with Board reporting, management information, cashflow reporting and financial analysis.
• Explain data, systems and reporting issues clearly to non-technical colleagues.
• Act as a key link between Finance, Operations, Technology and external system providers.

Skills and Experience

Essential

• Qualified accountant — ACCA, CIMA or ACA.
• Strong finance systems experience, ideally including Sage 200 or a similar ERP/accounting system.
• Strong understanding of core finance processes, including nominal ledger, sales ledger, purchase ledger, bank, VAT, management reporting and month-end controls.
• Experience preparing and submitting VAT returns through Making Tax Digital.
• Strong data analysis and reporting skills.
• Advanced Excel skills, including lookups, pivot tables, Power Query and working with large data sets.
• Experience building or improving financial reports from raw or system-exported data.
• Experience reviewing or maintaining forecasting, cashflow or financial reporting models.
• Ability to understand system structures, data flows, interfaces and reporting logic.
• Strong reconciliation skills and a control-focused approach.
• Excellent attention to detail.
• Ability to identify process weaknesses and implement practical improvements.
• Confident working with stakeholders across Finance, Operations, Technology and external providers.
• Able to manage multiple priorities and deliver improvements while supporting regular reporting cycles.

Desirable

• Experience with Power BI or similar reporting tools.
• Experience with Sage 200 administration, imports, reporting and system configuration.
• Experience working in a business with multiple operational systems, payment platforms, subscription platforms or stock systems.
• Experience supporting system implementation, integration or upgrade projects.
• Understanding of stock, fulfilment, logistics, manufacturing, pharmacy, healthcare or subscription-based revenue models.
• Experience in a regulated, audited or quality-controlled environment.
• Experience supporting audit preparation and control documentation.

Personal Attributes

• Curious, analytical and genuinely interested in how systems and data work.
• Strong enough technically to get into the detail, but able to see the bigger commercial picture.
• Practical and solutions-focused.
• Accurate, organised and methodical.
• Comfortable challenging existing processes and suggesting better ways of working.
• Able to explain technical, data or systems issues in plain English.
• Proactive and confident working independently.
• Collaborative and able to build strong working relationships across different teams.
• Calm under pressure and able to prioritise effectively.
• Willing to take ownership and follow issues through to resolution.
• Control-minded, but pragmatic.