Finance Support 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 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 wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. Our mission is simple: to design and deliver high‑performance, integrated ERP solutions that enable our customers to source effectively, stock efficiently, sell profitably and service competitively.

This is a great opportunity to gain in‑depth knowledge and experience in the complex and exciting software industry. We are seeking a Finance support analyst to join our growing Global Support team in our Blue Bell offices.

• Support customers with problems and queries relating to the Klipboard application software
• Accurately resolve problems using investigative and analytical skills
• Identify and replicate problems that require a software change by Development
• Work as part of the Support team
• Work with other departments to provide solutions to the customer
• Pro‑actively take ownership of a wide variety of calls and problems
• Ensure all calls are dealt with efficiently and promptly in accordance with the Service Level Agreement
• Manage, prioritise and progress adopted calls, in particular
• Use the call‑logging system correctly and ensure that calls are updated on a regular basis with actions undertaken
• Regularly update customers regarding the status of their calls
• Effectively handle complaints and call escalation requests from customers
• Identify calls that are not support calls and deal with these following the correct procedures, for example after‑sales calls, chargeable support calls, modification and system change requests
• Continually and pro‑actively acquire and retain knowledge of Klipboard products and systems
• Pro‑actively use the appropriate tools to gain and share knowledge
• Work with members of the Support Team and other departments to ensure that customers receive a prompt efficient service
• Alert Senior Application Support Consultants, Team Leaders and Application Support Manager as necessary regarding any sensitive customer issues
• Follow and apply the standard Commercial Software Support Procedures and Practices
• Take the initiative and identify ways in which the Support Service and/or Support Procedures can be improved and discuss these with the Application Support Manager
• Undertake any other projects as required by the Support Manager

• Finance analysts will have a good general knowledge of accounting principles to trial balance level
• Finance Analyst should ideally have an Accounting or Business Studies qualification, for example Degree, BTEC, HND or AAT
• Excellent written and verbal communication skills
• Microsoft Office skills with in‑depth Excel knowledge

• Understanding of standard business practices and finance procedures as well as ERP systems
• Knowledge of the Klipboard Application software or ERP software
• Experience in a software support environment or similar

• Be able to investigate unfamiliar problems and generate an effective solution in a systematic and logical manner
• Have excellent customer care and strong interpersonal skills
• Project a professional image
• Be adaptable and work as an effective member of a team
• Be organised and manage own workload efficiently
• Maintain a professional standard of communication at all levels
• Work conscientiously and use initiative
• Be calm under pressure and manage stressful situations
• Adopt a positive, pro‑active approach to work

• This role may require travel, therefore a valid driver’s licence is desirable
• Support analysts are required to work 2 standard shifts on rotation
• 08:00 – 17:00
• 08:00 – 13:00 & 16:30 to 20:30 – Split Shift

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 company and culture. We recognize the benefits of a diverse workforce, where creativity and valuing differences enable us all to thrive and spark innovation.

We encourage all candidates to apply, even if they don't 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!