ERP One Finance Consultant

"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

• Working as a Finance Consultant within the Implementation Department of Klipboard following our corporate Consultant Charter to deliver consultancy services to our customers.
• To assist in the demonstration, business discovery, installation, training and implementation of Klipboard systems at customer sites delivering consultancy services. Part of the role will require you to work out of the Hungerford office or remotely to investigate, progress and resolve Finance customer support calls. You will also be involved with working with our in-house Development team to produce detailed, accurate system specifications or undertake system testing.
• To liaise with other departments and customers during the implementation and to assist in the resolution of problems on behalf of the customer resulting from the practical application of the software.
• The role involves travel (your own vehicle is an essential part of the role) to customer sites across UK, Scotland and Ireland and may also include overseas travel and travel to our other offices in the UK, Ireland, Netherlands and South Africa.

Key Responsibilities:

To take a lead within the implementation teams responsible for the installation and setup of systems, and to advise both consultants and customers on the use of accounts specific software modules for their particular business. The role requires experience of all accounting business practise includings: General Ledger: Chart of Accounts, Groupings, Postings, Journals, Cash Book, Period Ends. Accounts Payable: Account Creation, Enquiries, Expenses, Invoices, Invoice Matching, Payments. Accounts Receivable: Credit Applications, Account Creation, Enquiries, Credit Release. Customer Payments, Credit Chasing. Accounts Ledger: Branch Setup, Assets, Posting Tables, Asset Reports. Auditing, Intrastat, Reports, Reconciliation.

• To provide Accounts and associated applications training and demonstration including undertaking demonstrations to support pre-sale consultancy.
• To provide Accounts application training & consultancy for the customer.
• To take responsibility within an implementation to ensure all customer documentation is completed and in particular that a pre live check list is completed and that the customer is ready to go live.
• To resolve, or assist in the resolution, of customer problems and queries arising from the implementation and subsequent live operation of standard or modified software at customer sites.
• To attend project meetings when required, internally or with clients, to gain or impart knowledge on current status of projects and to document details when appropriate.
• To assist the on-going finance support function at all times on current or previously implemented systems, as and when required, by taking support calls from clients when appropriate. Processing support calls when assigned to Support work duties, this can be office based or working remotely.
• To liaise with the customers to define, or help define, requirements, specifications for modifications to the software.
• To assist the development team with understanding of specifications during the development of modifications and subsequently test and document developed changes.
• To train colleagues in the operation of modified software, as and when required, to ensure a smooth hand over of projects to the support function.
• To train the customer's project team and provide knowledge transfer in the operation of modified software, as and when required.
• To cover for colleagues, as and when required, in all areas where knowledge overlaps, and to undertake other such duties as may reasonably be requested.
• Production and submission of consultancy documentation in line with company procedures and submitted in a timely manner. Timesheet completion in line with company procedures.

Skills, Knowledge and Experience:

Essential

• Accounting knowledge at a business level is essential to undertake this role.
• Experience working as a consultant for a software house or senior experience gained in the distribution sector such as a Builders Merchant, Plumbers Merchant, Electrical Wholesaler or other distribution or ERP businesses.
• Sound working knowledge of customer and business account practices, including day to day transactions, month end, year end and audit activities.
• Demonstrable configuration, installation and implementation experience relating to ERP Go Live's including working knowledge of Accounting processes.
• Exposure or qualification in PRINCE 2 or other recognised project methodology.
• Excellent customer service and customer facing skills to work alongside customers on and off site.
• Proficient in Microsoft Word, Excel and Project

Desirable

• AAT or recognised Accountancy qualification would be advantageous.
• Knowledge of Database platforms for ERP solutions e.g. Oracle or similar would be advantageous.

Personal Skills

• Strong interpersonal skills with the ability to interact with diverse groups of individuals and maintain effective working relationships within a team environment
• Ability to work under pressure with limited time, direction and guidance to complete tasks in a timely and accurate manner
• The ability to present in a professional and structured manner up to board level
• Be able to investigate issues and generate an effective solution in a systematic and logical manner
• Maintain professional communication at all levels
• Project a professional image at all times
• Be adaptable and work as an effective member of a team
• Be organised and manage workload efficiently in particular submitting consultancy documentation, timesheets, site visits, obtaining customer sign off for consultancy work undertaken
• Work conscientiously and use own initiative
• Be calm under pressure and manage stressful situations
• Adopt a positive, pro-active approach to work.
• Ability to recognise how, when and to whom an issue should be escalated.
• Ability to delegate and supervise activities and tasks.

Other

• The role requires you to have a valid UK driving license and a suitable vehicle to travel long distances.

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.

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