Financial Analyst
Financial Analyst
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Job Description
At Klipboardweve 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 provides specialist software services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade wherever they are in the world. With a unique depth of knowledge and experience in ERP/SaaS solutions Klipboard has a wide range of clients includes wholesalers distributors merchants and retailers from small traders to multinational enterprises. Klipboard has offices in the UK Ireland The Netherlands South Africa Kenya and North America. Our mission is simple: to design and deliver high performance integrated ERP solutions that enable our distributive trade customers to source effectively stock efficiently sell profitably and service competitively
- 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 fastpaced PE backed organisation going through a period or acquisition and operational consolidation
- the role of Financial Analyst is a key role in the Groups 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
- 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
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
- Strong verbal and written communication skills be able to interpret financial analysis and explain key trends and findings to financial and nonfinancial 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 Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new 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! At Klipboard weve 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.
Equal Opportunities
As a global company we value and respect the diversity of our workforce aiming to empower everyone to embrace each others differences. We are committed to creating an inclusive workplace where diversity equity and inclusion are integral to our company and culture. We recognize the benefits of a diverse workforce where creativity and valuing differences enable us all to thrive and sparks innovation.
If you require any help adjustments and/or support during the interview and offer process then please advise our TA or HR team.
Research shows that women and other underrepresented groups are less likely to apply for a role unless they meet every listed requirement. However we recognise that skills and experience come in many forms and we encourage you to apply even if you dont meet every criterion. If you are passionate about this role and believe you have the right mindset and transferrable skills we would love to hear from you!
To all recruitment agencies: Klipboard does not accept agency speculative resumes. At present we only accept CVs from Agencies on our PSL who have been assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes. If you wish to be considered for our PSL then please emailhowever please note we receive a high volume of requests and we are unable to accept them all
#LIHybrid
Required Experience:
IC
Employment Type
Full-Time
