Finance Planning & Reporting Director

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 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 serves a wide range of clients, from wholesalers and distributors to merchants and retailers, spanning small traders to multinational enterprises.

Our offices are located 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 technology solutions and related services to niche vertical markets in the wholesale and retail distribution, logistics, automotive sectors.
• A fast‑paced, PE‑backed organisation experiencing strong growth and operational consolidation.
• The Finance Business Partner acts as a strategic advisor to operational and commercial teams, using financial insight to influence decision‑making and improve business performance.
• Deputise for Senior Finance Director.

• Business Partnering:
  Collaborate with department heads and senior managers to provide financial insights that guide decision‑making.
• Financial Analysis:
  Analyze revenues, costs and profitability to identify trends, risks and opportunities.
• Ongoing review and evaluation of all reported KPIs to maintain relevance.
• Budgeting & Forecasting:
  Lead budgeting and forecasting processes; provide variance analysis and insights.
• Performance Management:
  Monitor KPIs, conduct variance analysis and recommend actions to improve performance.
• Strategic Support:
  Develop financial models for long‑term planning and assess viability of new initiatives.
• Cost Management:
  Work with managers to control costs and identify savings opportunities.
• Stakeholder Engagement:
  Present financial reports and insights to senior leadership in a clear, actionable manner.
• Process Improvement:
  Recommend and implement improvements to financial processes and reporting.
• Project Support:
  Provide financial input for projects, including cost‑benefit analysis and post‑implementation reviews.

• Education:
  
  Degree in Finance, Accounting or Business; ACA, ACCA or CIMA qualification preferred.
• Experience:
  
  7+ years in finance roles, with at least 3 years in business partnering.
• Technical
  
  Skills:
  
  Strong financial modelling, budgeting and forecasting; proficiency in Excel and financial systems.
• Soft Skills:
  
  Excellent communication, stakeholder management, negotiation and presentation skills; ability to influence and drive change.
• Commercial acumen, analytical thinking, strategic mindset, relationship building and adaptability in a fast‑changing environment.

Kerridge Commercial Systems (KCS) is becoming Klipboard and our new brand fuses expertise across distribution, automotive, retail, rental, transport management, manufacturing and field service management. We have offices worldwide and are looking for talented individuals to join our growing teams as we enter the next chapter of growth.

As a global company, we value and respect the diversity of our workforce, aiming to empower everyone to embrace each other's differences. We are committed to creating an inclusive workplace where diversity, equity and inclusion are integral to our culture. If you require any help, adjustments or support during the interview and offer process 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 encourage you to apply even if you do not meet every criterion. If you are passionate about this role and believe you have the right mindset and transferable skills, we would love to hear from you.

To all recruitment agencies:
Klipboard does not accept speculative resumes. At present we only accept CVs from agencies on our PSL who have been assigned specific positions. Please do not forward resumes to our careers site or direct to Klipboard employees as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes.