Financial Systems Reporting Analyst

ZipRecruiter; City Of London; On-site; GBP 55,000; Full time

Job summary

A not-for-profit organization in London is seeking a Financial Systems Reporting Analyst on a six-month contract to enhance financial systems and streamline reporting. The successful candidate will implement SAGE modules and improve data analytics for effective decision-making. Required qualifications include CCAB accreditation and strong analytical skills. This role involves working closely with the Director of Finance and a small team to optimize financial processes.

Qualifications

• CCAB qualified with at least 2 years’ post-qualification experience.

Responsibilities

• Lead the implementation of SAGE purchase ordering and invoice recognition modules.
• Develop in-house use of the SAGE Data Analytics module.
• Support development of reporting outputs from the CRM system.

Skills

Strong analytical and critical thinking skills

Advanced Excel modelling capabilities

Experience of SAGE 200 or similar financial systems

Proven track record in delivering process improvements

Education

Qualified CCAB accountant

Tools

SAGE 200

Ivvy CRM

Job description

Overview

Financial Systems Reporting Analyst — Salary: £55,000 p.a.
Contract: Six months fixed term
Department: Finance

We are supporting a not-for-profit organisation in the recruitment of a qualified and confident finance professional to join their finance team on a six-month fixed term contract. This role will provide critical analytical support to the Director of Finance on a project to enhance financial systems, streamline reporting, and strengthen planning analysis.

As part of a small, dedicated team of three staff supporting the Director of Finance, the successful candidate will play a key role in eliminating inefficient manual processes, strengthening reporting structures, and improving the quality of financial analysis that underpins decision-making.

The organisation’s finance system is SAGE 200, and the project focuses on maximising integration opportunities and enhancing the reporting functionality offered by the SAGE package.

Key Responsibilities

• Lead the implementation of SAGE purchase ordering and invoice recognition modules, invoice and journal approval workflows, and the integration of Ivvy CRM with SAGE, working with the organisation’s SAGE partner.
• Work with the Director of Finance and SAGE partner to develop in-house use of the SAGE Data Analytics module, strengthening monthly reporting outputs, reconciliation controls, and supporting annual budgeting and forward-planning.
• Support the development of reporting outputs from the CRM system to enable pricing, cost-benefit analysis, and scenario planning for a trading subsidiary.

Candidate Profile

Qualifications & Training

• Qualified CCAB accountant with at least 2 years’ post-qualification experience.

Skills & Knowledge

• Strong analytical and critical thinking skills.
• Advanced Excel modelling capabilities.
• Experience of SAGE 200 or similar financial systems.
• Proven track record in delivering process improvements and clear financial analysis.

Personal Attributes

• Self-motivated, solutions-oriented, and highly organised.
• Excellent communication and relationship-building skills.
• Collaborative team player with a strong service ethos.