"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 has a wide range of clients includes wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. Klipboard has offices 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 a global, growing business that embraces AI and emerging technologies to enhance customer outcomes, collaboration, and continuous improvement. We’re looking for people who are curious about or fluid with AI, open to change, and excited to learn how technology can improve the way we work and help our customers which is always supported by strong human insight and communication.
We are looking for a driven and commercially minded Commercial Finance Analyst to join our wider Finance Business Partnering team. This is an excellent opportunity for an ambitious finance professional who wants to accelerate their career in commercial finance and develop into a Finance Business Partner.
Working closely with sales and marketing leaders across a global business, you will provide high-quality analysis, reporting and forecasting to support decision-making and improve performance. A significant focus will be on sales and marketing performance, revenue drivers, return on investment and the development of Power BI reporting that gives stakeholders clear, actionable insight.
The role provides meaningful exposure to senior leaders across Finance, Sales and Marketing, alongside a clear development pathway into Finance Business Partner and Senior Finance Business Partner roles based on performance, capability and business opportunity.
Key Responsibilities:
- Commercial Finance and Business Partnering
- Support sales, marketing and operational leaders with financial analysis and commercial insight that aids decision-making and performance improvement.
- Build effective relationships with stakeholders across the business and become a trusted source of financial information and analysis.
- Participate in business reviews and performance discussions, helping stakeholders understand results and the underlying drivers.
- Support commercial initiatives through analysis, constructive challenge and clear recommendations.
- Financial Analysis and Reporting
- Analyse revenue, costs, marketing investment, customer acquisition, sales productivity and profitability trends to identify risks and opportunities.
- Deliver timely and accurate management reporting with clear commentary on business performance.
- Perform ad hoc analysis to support commercial and operational decision-making.
- Review KPIs regularly to ensure reporting remains relevant and aligned with business objectives.
- Power BI and Data Analytics
- Develop and maintain Power BI dashboards and reporting solutions for finance and business stakeholders.
- Improve reporting automation and data visualization to provide timely, accessible and actionable insight.
- Work with finance and business teams to enhance reporting capability and support data-driven decision-making.
- Identify opportunities to improve reporting processes, data quality and analytical capability.
- Budgeting and Forecasting
- Support budgeting and forecasting processes across assigned business areas.
- Prepare forecast updates and provide variance analysis against budget, forecast, and prior periods.
- Help stakeholders understand forecast assumptions, trends, and key sensitivities.
- Performance Management and Commercial Support
- Monitor performance against key financial and operational metrics and highlight emerging risks and opportunities.
- Assist with financial models, business cases, and commercial analysis for investment and growth initiatives.
- Support assessments of sales effectiveness, marketing return on investment, and customer acquisition performance.
- Work with budget holders to identify cost-control and efficiency opportunities.
- Stakeholder Communication and Continuous Improvement
- Prepare and present reports and analysis to finance leadership, sales leaders, marketing leaders, and operational managers.
- Translate complex financial and operational information into clear, practical insights for non-finance stakeholders.
- Support continuous improvement of financial processes, reporting, and planning activities.
- Identify opportunities to simplify and automate recurring reporting and finance activity.
- Undertake any other duties requested that are commensurate with the role.
Skills, Knowledge and Experience:
Essential
- A degree in Finance, Accounting, Economics, Business or a related discipline, or equivalent relevant experience.
- ACA, ACCA or CIMA qualified, part-qualified or actively studying towards a professional qualification.
- Approximately three to five years of relevant experience in finance, FP&A, commercial finance, management accounting or financial analysis.
- Experience supporting budgeting, forecasting, management reporting and performance analysis.
- Strong analytical capability and confidence working with large datasets.
- Advanced Excel skills, including financial modelling, reporting and analysis.
- Clear communication skills, with the ability to explain financial information to non-finance stakeholders.
- Strong attention to detail and commitment to data accuracy and integrity.
- Commercial curiosity, ownership and a proactive approach to problem-solving and continuous improvement.
Desirable
- Experience using Power BI to create and maintain dashboards, reports and business performance analysis.
- Experience partnering with sales, marketing or wider commercial teams.
- Experience analysing revenue, sales pipeline, marketing spend, customer acquisition, conversion, productivity or return-on-investment metrics.
- Experience working within a global, technology, software or private equity-backed organisation.
Company Info
You may also have seen from our recent posts that we are excited to begin sharing our new company name – Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new 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! 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."
Equal Opportunities
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 sparks innovation.
If you require any help, adjustments and/or support during the interview and offer process then 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 we encourage you to apply even if you 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!
To all recruitment agencies: Klipboard does not accept agency speculative resumes. At present we only accept CV’s from Agencies on our PSL who have been assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes.
#LI-Hybrid
Skills Required
- Degree in Finance, Accounting, Economics, Business, or a related discipline, or equivalent relevant experience
- ACA, ACCA, or CIMA qualified, part-qualified, or actively studying toward a professional qualification
- Approximately three to five years of relevant experience in finance, FP&A, commercial finance, management accounting, or financial analysis
- Experience supporting budgeting, forecasting, management reporting, and performance analysis
- Strong analytical capability and confidence working with large datasets
- Advanced Microsoft Excel skills, including financial modeling, reporting, and analysis
- Clear communication skills and ability to explain financial information to non-finance stakeholders
- Strong attention to detail and commitment to data accuracy and integrity
- Commercial curiosity, ownership, proactive problem-solving, and continuous improvement mindset
- Experience using Power BI to create and maintain dashboards, reports, and business performance analysis
- Experience partnering with sales, marketing, or wider commercial teams
- Experience analyzing revenue, sales pipeline, marketing spend, customer acquisition, conversion, productivity, or return-on-investment metrics
- Experience in a global, technology, software, or private equity-backed organization
Klipboard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Klipboard and has not been reviewed or approved by Klipboard.
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Healthcare Strength — Medical insurance is part of the package, and the overall benefits are sometimes described as strong with rare company-covered items. In some locations, HSA-plan options and employer contributions are available.
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Retirement Support — A pension with life and risk coverage and a 401(k) are offered, with matching referenced in some contexts. This establishes a baseline of long-term financial protection.
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Leave & Time Off Breadth — PTO and flexible time off are available alongside a hybrid schedule of three days in office and two remote. These policies support work-life balance across many roles.
Klipboard Insights
What We Do
Klipboard | Business Management Software Solutions Klipboard (formerly Kerridge Commercial Systems) delivers industry-leading, cloud-based business management software to companies across distribution, automotive, retail, rental, manufacturing, transport management, and field service sectors. Powering Business Growth Since 1976 For over 45 years, we've partnered with 50,000+ customers worldwide, helping them modernise operations, increase efficiency, and stay ahead of evolving market demands. With 1,600+ professionals across offices in the UK, North America, South Africa, Australia, The Nordics and Benelux we provide localised expertise with global scale. Comprehensive Solutions to Make Your Day-to-Day Simpler Our integrated software ecosystem includes: - Cloud ERP and business management systems - Mobile applications and eCommerce platforms - Field service management and route optimisation - Warehouse management and asset tracking - CRM, ePOS and digital payment solutions - Business intelligence and data analytics - Your Trusted Digital Transformation Partner We don't just provide software - we understand your industry's unique challenges and design solutions that evolve with your business. Our mission is to deliver the visibility, control, and agility you need to drive sustainable growth. Join Our Growing Team We're hiring talented professionals. Explore career opportunities at Klipboard. Ready to transform your business? Visit for more information and to book a demo: www.klipboard.com (UK) www.klipboard.com/en-us/ (US & Canada) www.klipboard.com/en-za/ (South Africa) www.klipboard.com/en-au/ (Australia) www.klipboard.com/nl-nl/ (Netherlands) www.klipboard.com/nl-be/ (Belgium) www.klipboard.com/sv-se/ (Sweden)
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