Finance Systems Analyst in Cheltenham

Cheltenham Full-Time On-site

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The Finance Systems Analyst at PoloWorks is responsible for the administration, governance and ongoing development of the company’s finance system, Sage Intacct.

This role ensures system integrity, appropriate user access, accurate financial data and efficient workflows, while acting as a subject matter expert and key point of contact for finance system users across the business.

Key Responsibilities

User Access & Security Management
Set up new finance employees as business users within finance systems.
Set up new employees as timesheet users and manage timesheet approvers.
Process access change requests and maintain appropriate system permissions.
Perform quarterly access reviews to ensure compliance with internal controls.
Conduct segregation of duties (SoD) reviews and maintain related controls.

System Administration
Administer and maintain:

Timesheet codes
Sales invoice set-up and amendments
General Ledger (GL) account set-up and changes
Bank detail input and updates
Dimensions and custom field changes
Smart events and system triggers
Statement of Work (SoW) codes and employee access

Master Data Management
Set up and maintain new customer records.
Set up and maintain new supplier records.
Support the set-up and onboarding of new legal entities.

Workflow & Period-End Management
Manage and maintain finance system workflows.
Support the closing of financial periods within the system.
Input month-end exchange rates and obtain Group approval for posting.

Reporting & Development
Deliver ad hoc system development and configuration enhancements.
Develop, maintain and improve system reports to support finance and business requirements.

Training & Support
Provide system training and onboarding for new users.
Act as the finance systems subject matter expert, providing ongoing user support and guidance.

Skills, Knowledge and Expertise

Experience working with finance or ERP systems (e.g. timesheet, invoicing and General Ledger platforms).
Strong understanding of finance processes and internal controls.
Knowledge of user access management, segregation of duties and audit requirements.
Experience in report development and system configuration.
High attention to detail with strong analytical and problem-solving skills.
Ability to work effectively with Finance, IT and wider business stakeholders.
Highly organised with the ability to manage multiple priorities.
Proactive, reliable and solutions-focused.
Strong communication and training skills.
A finance qualification is desirable but not essential.

Demonstrates behaviours aligned to the PoloWorks PRIDE values:

Pioneering – we don’t stand still
Responsible – We do the right thing
Inclusive – we all play a role
Delivery Focused- we provide services we are proud of
Empowering – we equip people to be their best

Benefits

As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.