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- Tasks: Join our team as a Financial Analyst, producing reports and managing data for key financial insights.
- Company: Klipboard is a fast-growing provider of integrated ERP solutions, serving diverse clients globally.
- Benefits: Enjoy a flexible hybrid work model with three days in the office and two days remote.
- Why this job: This role offers career progression and exposure to all aspects of our dynamic business.
- Qualifications: Experience in financial analysis and advanced Excel skills are essential; AAT/ACCA/CIMA is a plus.
- Other info: We value diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 28800 - 48000 £ 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 provides specialist software, services, and support to deliver fully integrated trading and business management solutions to companies in the distributive trade worldwide.
With a deep expertise in ERP/SaaS solutions, Klipboard serves a diverse range of clients, including wholesalers, distributors, merchants, and retailers, from small traders to multinational enterprises. Our mission is to design and deliver high-performance, integrated ERP solutions that enable our customers to source effectively, stock efficiently, sell profitably, and serve competitively.
Key Responsibilities- Producing standard monthly and periodic reports, including sales lead generation, pipeline progression, bookings, and backlog.
- Preparing month-end reporting packs with KPIs and analytical commentary for review by department leads and senior finance partners.
- Managing templates to ensure reporting aligns with brand guidelines.
- Maintaining data for forecasts, budgets, and reforecasts.
- Contributing to the monthly investor board pack.
- Participating in the annual budgeting process and final budget presentation.
- Reviewing and analyzing central costs monthly.
- Performing ad hoc analyses as needed.
- Experience in a similar financial analysis role.
- Advanced Excel skills, including pivot tables, large datasets, SUMIF, INDEX/MATCH.
- Proficiency with PowerPoint and Word.
- Strong IT skills and quick learner of new systems.
- Excellent communication skills to interpret and explain financial data to diverse audiences.
- High accuracy and attention to detail.
- AAT/ACCA/CIMA qualification or QBE.
- Experience with data visualization tools like Power BI, Tableau, or Phocas.
- Experience in business partnering and analytical review of results.
We value diversity and are committed to an inclusive workplace. We encourage applicants from all backgrounds and experiences to apply, even if they do not meet every listed requirement. If you need adjustments during the interview process, please contact our HR team.
Financial Analyst employer: Klipboard
Contact Detail:
Klipboard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Analyst
✨Tip Number 1
Familiarise yourself with Klipboard's products and services, especially their ERP solutions. Understanding how these systems work will not only help you in the interview but also demonstrate your genuine interest in the company.
✨Tip Number 2
Brush up on your Excel skills, particularly advanced functions like pivot tables and SUMIF. Being able to showcase your proficiency in these areas during discussions can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with financial reporting and analysis. Be ready to provide examples of how you've contributed to similar processes in previous roles, as this will highlight your suitability for the position.
✨Tip Number 4
Network with current or former employees of Klipboard on platforms like LinkedIn. Gaining insights into the company culture and expectations can give you an edge in your application and interview.
We think you need these skills to ace Financial Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis. Emphasise your advanced Excel skills and any experience with data visualisation tools, as these are key for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Klipboard's mission and how your skills align with their needs. Mention your experience with reporting and analytical commentary, as well as your ability to communicate financial data effectively.
Highlight Relevant Qualifications: If you have any qualifications like AAT, ACCA, or CIMA, make sure to mention them prominently. Even if you are QBE, highlight this experience to show your capability in the financial field.
Showcase Soft Skills: In your application, don't forget to mention your attention to detail and communication skills. These are essential for interpreting and explaining financial data to diverse audiences, which is crucial for the Financial Analyst role.
How to prepare for a job interview at Klipboard
✨Showcase Your Financial Acumen
Be prepared to discuss your previous experience in financial analysis. Highlight specific projects where you produced reports or conducted analyses, and be ready to explain the impact of your work on the business.
✨Demonstrate Advanced Excel Skills
Since advanced Excel skills are essential for this role, practice using pivot tables, SUMIF, and INDEX/MATCH functions. You might be asked to solve a problem or analyse data during the interview, so brush up on these skills beforehand.
✨Communicate Clearly
Excellent communication skills are crucial for interpreting financial data. Practice explaining complex financial concepts in simple terms, as you may need to present your findings to non-financial stakeholders.
✨Familiarise Yourself with Klipboard's Mission
Understand Klipboard's mission and how the Financial Analyst role contributes to it. Be ready to discuss how your skills and experiences align with their goals, especially in relation to ERP solutions and the diverse client base they serve.
