At a Glance
- Tasks: Deliver accurate accounting services and financial reporting for a diverse client portfolio.
- Company: Join a dynamic team in a supportive and innovative finance environment.
- Benefits: Enjoy competitive salary, flexible working, private health insurance, and generous leave options.
- Other info: Participate in fun social events and enjoy perks like free bus travel in Cheltenham.
- Why this job: Make a real impact by helping clients achieve excellent financial outcomes.
- Qualifications: Experience in management accounts and strong organisational skills are essential.
The predicted salary is between 22430 - 27414 £ per year.
Client Finance Accountant
Department
Client Finance
Employment Type
Permanent
Location
- Cheltenham
- Description
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
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.
- Band 2
- #J-18808-Ljbffr
Client Finance Accountant in Cheltenham employer: Polo
Polo is an exceptional employer that fosters a collaborative and innovative work culture in the heart of London. With a strong focus on employee growth, we offer extensive training opportunities and a hybrid working model that promotes work-life balance. Join us to be part of a dynamic team where your expertise in Power Platform will not only be valued but also play a crucial role in driving our digital transformation.
StudySmarter Expert Advice🤫
We think this is how you could land Client Finance Accountant in Cheltenham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Polo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Finance Accountant in Cheltenham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Polo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Polo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Polo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Polo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Polo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Polo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
