Finance Systems Analyst

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.