Financial Analyst

"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 consolidationthe 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 businessSignificant potential to progress within the organisationKey Responsibilities:Production of standard monthly and other periodic reports - e.g. sales lead generation, sales pipeline progression, sales bookings, sales backlogProduction 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 partnersManagement of standard templates so that reporting style is consistently in line with brand guidelinesMaintain base data and reports for rolling forecast, annual budgets and periodic reforecastsBe a key contributor to monthly investor board packKey analysis as part of annual budget planning process, contribute to production of final budget board packMonthly review and analysis of centralised Group costs P&LAd hoc analysis as requiredSkills, Knowledge and Experience :EssentialPrevious experience in a similar roleAdvanced Excel skills (pivot tables, comfortable working in a structured way with large datasets, SUMIF, INDEX/MATCH)Familiarity with PowerPoint and WordExcellent IT skills and demonstratable ability to learn new applications and systemsStrong verbal and written communication skills, be able to interpret financial analysis and explain key trends and findings to financial and non-financial colleaguesAccuracy and attention to detailDesirableAAT/ACCA/CIMA (PQ/finalist/newly qualified) or QBEExperience of data presentation tools such as Phocas/Tableau/Power BIExperience of business partnering and providing analytical review of actual resultsCompany InfoYou 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 yearOur 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 chapterEqual OpportunitiesKlipboard 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 SafetyThe 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 #J-18808-Ljbffr