Implementation 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. 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. The Senior Finance Implementation Consultant is responsible for leading the successful implementation of Klipboard business software solutions from a finance and accounting perspective. The role focuses on solution design, business process analysis, financial system configuration, data migration, customer training, testing, go-live support, and post-implementation consulting. The consultant acts as a trusted advisor to customers, ensuring finance best practices are applied while delivering solutions that meet business requirements, improve operational efficiency, and support strategic business objectives. In addition to project delivery responsibilities, the Senior Consultant provides mentorship to junior consultants, contributes to implementation methodologies, and supports continuous improvement initiatives within PSG. Key Responsibilities: Project Delivery Lead finance-focused implementation projects from initiation through to successful go-live. Facilitate project workshops and business discovery sessions to gather and document customer requirements. Analyse existing financial processes and recommend system-driven improvements. Design and configure finance solutions aligned with customer business requirements. Manage project deliverables in accordance with PSG implementation methodologies. Support project governance activities, project reporting, risk identification, and issue resolution. Ensure implementation activities are completed within agreed timelines, scope, and quality standards. Business Analysis and Solution Design Conduct detailed business process reviews across finance functions. Map customer requirements to standard product functionality. Design financial structures, including: Legal entities Companies and branches General ledger structures Financial dimensions Reporting hierarchies Recommend best practice solutions while balancing customer requirements and product capabilities. Produce functional specifications where custom development is required. Financial System Configuration Configure and validate finance modules, including: General Ledger Accounts Receivable Accounts Payable Cashbook and Bank Reconciliation Fixed Assets Budgeting Financial Reporting Multi-company environments Tax and statutory configurations Workflow and approval processes Data Migration and Validation Define customer data migration requirements. Review, validate and cleanse migration data. Assist customers with data preparation and conversion activities. Validate imported data and perform reconciliation exercises. Ensure opening balances, outstanding transactions and historical data reconcile accurately. Support cutover planning and execution activities. Training and Change Management Prepare training materials and workshop content. Deliver end-user and administrator training. Support customer adoption through structured knowledge transfer. Assist customers with change management activities and process transitions. Ensure users are confident and capable of operating the solution post go-live. Testing and Quality Assurance Develop and execute finance testing scenarios. Support User Acceptance Testing (UAT). Investigate and resolve testing defects. Validate finance processes, reports, workflows and integrations. Ensure customer sign-off criteria are met before deployment. Go-Live and Hypercare Support Lead finance-related go-live activities. Provide onsite or remote support during implementation cutover. Assist customers through initial period-end processes. Resolve critical issues during hypercare. Support smooth transition to the support function following project completion. Customer Relationship Management Build strong relationships with customers and stakeholders. Act as the primary finance subject matter expert on assigned projects. Manage customer expectations throughout project delivery. Provide professional consulting advice based on industry best practices. Identify opportunities for solution enhancement and additional services. Skills, Knowledge and Experience: Minimum Qualifications Bachelor's Degree or Diploma in: Accounting Financial Management Management Accounting Commerce Information Systems Related discipline Experience Requirements Essential 7+ years’ experience in finance and accounting. Strong finance and accounting background. Experience leading ERP or business software implementations. Experience facilitating business workshops and customer engagements. Experience with data migration, testing, and go-live support. Strong understanding of: Financial Accounting principles Management reporting Month-end processes Reconciliations Budgeting and forecasting Advantageous ERP implementation experience within distribution, manufacturing, retail, construction, wholesale, or services industries. Experience with project management methodologies. Experience leading ERP or business software implementations. Key Competencies Technical Competencies Financial Accounting ERP Implementation Methodologies Business Process Analysis System Configuration Data Migration Financial Reporting User Acceptance Testing Workshop Facilitation Training Delivery Change Management Behavioural Competencies Leadership and Accountability Customer Focus Problem Solving Analytical Thinking Communication Skills Relationship Management Adaptability Decision Making Time Management Attention to Detail Key Performance Indicators (KPIs) Successful project delivery within agreed timelines. Customer satisfaction scores. Project profitability and utilization targets. Go-live success rate. Quality of solution design and configuration. Reduction in project escalations. Contribution to PSG knowledge-sharing initiatives. Revenue contribution through consulting and implementation activities. 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