Financial Analyst

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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.

• 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

• 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

• 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

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.

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 loyees also have a duty to take reasonable care for their own health and safety and of others who could be affected by their actions.