Financial Systems Reporting Analyst

Financial Systems Reporting Analyst
Salary: £55,000 p.a.
Contract: Six months fixed term
Department: Finance

We are supporting a not-for-profit organisation in the recruitment of a qualified and confident finance professional to join their finance team on a six-month fixed term contract. This role will provide critical analytical support to the Director of Finance on a project to enhance financial systems, streamline reporting, and strengthen planning analysis.

As part of a small, dedicated team of three staff supporting the Director of Finance, the successful candidate will play a key role in eliminating inefficient manual processes, strengthening reporting structures, and improving the quality of financial analysis that underpins decision-making.

The organisation’s finance system is SAGE 200, and the project focuses on maximising integration opportunities and enhancing the reporting functionality offered by the SAGE package.

• Lead the implementation of SAGE purchase ordering and invoice recognition modules, invoice and journal approval workflows, and the integration of Ivvy CRM with SAGE, working with the organisation’s SAGE partner.

• Work with the Director of Finance and SAGE partner to develop in-house use of the SAGE Data Analytics module, strengthening monthly reporting outputs, reconciliation controls, and supporting annual budgeting and forward-planning.

• Support the development of reporting outputs from the CRM system to enable pricing, cost-benefit analysis, and scenario planning for a trading subsidiary.

Qualifications & Training

• Qualified CCAB accountant with at least 2 years’ post-qualification experience.

Skills & Knowledge

• Strong analytical and critical thinking skills.

• Advanced Excel modelling capabilities.

• Experience of SAGE 200 or similar financial systems.

• Proven track record in delivering process improvements and clear financial analysis.

Personal Attributes

• Self-motivated, solutions-oriented, and highly organised.

• Excellent communication and relationship-building skills.

• Collaborative team player with a strong service ethos.