Financial Reporting Analyst

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

Job summary

A leading ERP solution provider in the UK is seeking a Financial Analyst to support its Financial Planning and Reporting Function. The role involves producing standard reports and managing data templates, requiring strong analytical and Excel skills. The company promotes a hybrid work environment, providing opportunities for career growth as part of a dynamic team.

Qualifications

• Previous experience in a similar role.
• Experience of data presentation tools such as Phocas, Tableau, or Power BI.
• Experience of business partnering and providing analytical review of actual results.

Responsibilities

• Production of standard monthly and other periodic reports.
• Management of standard templates for consistent reporting.
• Be a key contributor to monthly investor board pack.

Skills

Advanced Excel skills

Familiarity with PowerPoint and Word

Excellent IT skills

Education

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

Tools

Phocas

Tableau

Power BI

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 is the leading specialist supplier of fully integrated ERP systems and related services to niche vertical markets in the wholesale and retail distribution, logistics and service sectors.
• A fast-paced PE backed organisation going through a period or acquisition and operational consolidation
• the role of Financial Analyst is a key role in the Group’s Financial Planning and Reporting Function and will get exposure to all parts of this fast moving and dynamic business
• Significant potential to progress within the organisation

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

  Skills, Knowledge and Experience

  Essential

  • 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

    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.

    To all recruitment agencies: Klipboard does not accept agency resumes. Please do not forward resumes to our careers site or direct to Klipboard employee. Klipboard is not responsible for any fees related to unsolicited resumes.

    #LI-Hybrid