Financial Analyst

Financial Analyst

Hungerford Full-Time 30000 - 50000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Create insightful financial reports and analyse key performance indicators.
  • Company: Join Klipboard, a leading ERP systems provider with a dynamic culture.
  • Benefits: Enjoy flexible hybrid work, competitive salary, and opportunities for growth.
  • Why this job: Make an impact in a fast-paced environment while developing your financial skills.
  • Qualifications: Experience in finance, advanced Excel skills, and strong communication abilities.
  • Other info: Be part of an exciting transformation as we rebrand to Klipboard!

The predicted salary is between 30000 - 50000 Β£ per year.

\”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
  • 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 non-financial 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 – Kerridge Commercial Systems (KCS) is becoming Klipboard this year!

    Our 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 chapter!

    Equal Opportunities

    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.

    If this role is of interest to you please apply online.

    Health and Safety

    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 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

    Financial Analyst employer: Kerridge Commercial Systems

    Klipboard is an exceptional employer that fosters a dynamic and supportive work culture, offering a flexible hybrid work policy that allows employees to balance office collaboration with remote work. With a strong focus on employee growth, Klipboard provides opportunities for professional development and advancement within a fast-paced, innovative environment, making it an ideal place for those seeking meaningful and rewarding careers in financial analysis.
    K

    Contact Detail:

    Kerridge Commercial Systems Recruiting Team

    StudySmarter Expert Advice 🀫

    We think this is how you could land Financial Analyst

    ✨Tip Number 1

    Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Financial Analyst role. You never know who might have the inside scoop on job openings or can put in a good word for you.

    ✨Tip Number 2

    Prepare for interviews by brushing up on your Excel skills and financial analysis techniques. Be ready to showcase your ability to interpret data and explain trends clearly, as this is key for the role. Practice common interview questions and think of examples that highlight your experience.

    ✨Tip Number 3

    Don’t just apply anywhere; focus on companies that excite you, like Klipboard! Tailor your application to reflect how your skills align with their needs, especially in reporting and analysis. Remember, we love seeing candidates who are genuinely interested in our mission.

    ✨Tip Number 4

    Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and mention something specific from the interview that resonated with you.

    We think you need these skills to ace Financial Analyst

    Advanced Excel skills
    Data Analysis
    Financial Reporting
    KPI Analysis
    Attention to Detail
    Communication Skills
    Data Presentation Tools (e.g. Phocas, Tableau, Power BI)
    Business Partnering
    Budget Planning
    P&L Analysis
    Analytical Commentary
    Report Management
    IT Skills
    AAT/ACCA/CIMA (PQ/finalist/newly qualified) or QBE

    Some tips for your application 🫑

    Tailor Your CV: Make sure your CV is tailored to the Financial Analyst role. Highlight your experience with monthly reporting, KPIs, and any relevant analytical skills. We want to see how you can contribute to our team!

    Show Off Your Excel Skills: Since advanced Excel skills are a must, don’t shy away from showcasing your expertise. Mention specific functions like pivot tables and SUMIF that you've mastered. We love seeing those skills in action!

    Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial analysis and how your previous experiences align with our needs. Let us know why you want to join Klipboard!

    Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!

    How to prepare for a job interview at Kerridge Commercial Systems

    ✨Know Your Numbers

    As a Financial Analyst, you'll be expected to handle data like a pro. Brush up on your Excel skills, especially pivot tables and functions like SUMIF and INDEX/MATCH. Be ready to discuss how you've used these tools in past roles to analyse financial data and generate reports.

    ✨Master the Art of Communication

    You’ll need to explain complex financial concepts to both financial and non-financial colleagues. Practice articulating your analysis clearly and concisely. Think about examples where you’ve successfully communicated key trends or findings in previous jobs.

    ✨Get Familiar with Reporting Standards

    Understand Klipboard's brand guidelines for reporting. Before the interview, review any standard templates you might have used in the past and be prepared to discuss how you ensured consistency in reporting style. This shows attention to detail and alignment with their expectations.

    ✨Show Your Analytical Skills

    Be ready to discuss your experience with ad hoc analysis and how it contributed to decision-making processes. Prepare examples of how your analytical insights have impacted business outcomes, especially in budget planning or cost analysis.

    Financial Analyst
    Kerridge Commercial Systems
    Location: Hungerford
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