As a Client Finance Accountant, you will play a key role in delivering accurate, timely, and compliant accounting services to a portfolio of clients. Working closely with clients and colleagues, you will ensure all financial reporting, reconciliations, and deliverables are completed to a high standard, helping to drive excellent client outcomes and service delivery.
Key Responsibilities
- Delivering agreed services to clients which may include:
- Maintenance of client records and reconciliation of ledgers.
- Preparation of Management accounts and consolidation of financial reports and regulatory returns.
- Preparation of Statutory accounts.
- Preparing, reviewing and processing journals and reference data on ledger.
- Approving payments in line with relevant delegated authority and monitoring/resolving outstanding invoices/statements.
- Monitoring cash movements and balances and escalating to the Client Manager when required.
- Processing payroll on behalf of clients.
- Liaising with regulatory bodies, auditors and clients.
- Ensuring procedures and controls are documented, followed, and updated.
- Keeping abreast of regulatory changes and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner.
- Ensuring controls are as required and resolve any issues.
- Assisting with recruitment, training, development, and succession planning.
- Assisting with audits for clients.
- Other ad-hoc projects and tasks.
Skills, Knowledge And Expertise
- Experience of preparing management accounts and Annual reports and financial statements
- A keen eye for detail and strong organisational skills
- High professional ethics
- Customer focused
- Able to prioritise and plan to meet deadlines, even when they conflict
- A team player with excellent verbal and written communication skills
- Strong problem-solving skills
- Excellent MS Excel/Word/Outlook skills
- Qualified accountant or qualified by experience
- Knowledge of general insurance finance, including regulatory returns is desirable
- Good knowledge of SUN/Q&A accounting software is desirable
Benefits
- competitive salary
- discretionary annual bonus
- minimum 24 days of annual leave (with the option to buy more)
- flexible, hybrid working
- private health insurance
- life assurance
- income protection
- enhanced pension contributions
- occupational maternity and paternity pay
- company volunteering days
- Electric Vehicle (EV) leasing scheme
- employee assistance programme with retail discounts and savings
- generous employee referral scheme
- regular sports and social events
- free Cheltenham bus travel
About PoloWorks
PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.
As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.
Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.
Recognised as a Great Place to Work certified company and listed among the Best Workplaces in Financial Services & Insurance, PoloWorks is proud of its positive culture and commitment to its people. With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.
It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.
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Client Finance Accountant in Cheltenham employer: ACCA Careers
Join a dynamic and supportive team at ACCA Careers in Taunton, where your expertise as a Senior Accountant will be valued and nurtured. With a clear progression path, you will have the opportunity to mentor junior staff and engage in meaningful advisory roles for a diverse range of clients, all within a collaborative work culture that prioritises professional growth and development. Enjoy the unique advantage of working in a picturesque location while contributing to the success of sole traders, partnerships, and SMEs.
