Financial Analyst

Klipboard; Hungerford; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A growing technology company in Hungerford is seeking a finance professional to produce reports and perform analytical reviews. This role requires advanced Excel skills and experience in similar positions. You'll be responsible for monthly reporting and contribute to budget planning. Offering a hybrid work model, it's a great opportunity for those looking to join a dynamic team.

Qualifications

• Previous experience in a similar role.
• Demonstrable ability to learn new applications and systems.
• Familiarity with PowerPoint and Word.

Responsibilities

• Production of standard monthly and other periodic reports.
• Management of standard templates for consistent reporting.
• Monthly review and analysis of centralised Group costs P&L.

Skills

Advanced Excel skills

Excellent IT skills

Strong verbal and written communication skills

Accuracy and attention to detail

Education

AAT/ACCA/CIMA (PQ/finalist/newly qualified) or QBE

Tools

Power BI

Tableau

Job description

Overview

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.

Key Responsibilities

• Production of standard monthly and other periodic reports – e.g. sales lead generation, sales pipeline progression, sales bookings, sales backlog
• Production of standard month end reporting packs, including key KPIs. Prepare standing analysis, add preliminary analytical commentary for review by department lead and senior finance business partners
• Management of standard templates so that reporting style is consistently in line with brand guidelines
• Maintain base data and reports for rolling forecast, annual budgets and periodic reforecasts
• Be a key contributor to monthly investor board pack
• Key analysis as part of annual budget planning process, contribute to production of final budget board pack
• Monthly review and analysis of centralised Group costs P&L
• Ad hoc analysis as required

Essential

Skills, Knowledge and Experience

• Previous experience in a similar role
• Advanced Excel skills (pivot tables, comfortable working in a structured way with large datasets, SUMIF, INDEX/MATCH)
• Familiarity with PowerPoint and Word
• Excellent IT skills and demonstratable ability to learn new applications and systems
• Strong verbal and written communication skills, be able to interpret financial analysis and explain key trends and findings to financial and non-financial colleagues
• Accuracy and attention to detail

Desirable

• AAT/ACCA/CIMA (PQ/finalist/newly qualified) or QBE
• Experience of data presentation tools such as Phocas/Tableau/Power BI
• Experience of business partnering and providing analytical review of actual results

Company Info

You may also have seen from our recent posts that we are excited to begin sharing our new company name – Kerridge Commercial Systems (KCS) is becoming Klipboard this year!

Our new Klipboard 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!

Equal Opportunities

Klipboard is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires us to adjust the recruiting process, please do advise us when contacted.

If this role is of interest to you please apply online.

Health and Safety

The Health and Safety at Work Act 1974 puts a legal obligation on Klipboard as an employer to ensure, so far as is reasonably practicable, the health, safety and welfare of its employees at work.

Employees also have a duty to take reasonable care for their own health and safety and of others who could be affected by their actions. Understanding the safety policies and co-operating with the arrangements that are in place is therefore an essential part of your employment.