Client Finance Accountant (12 Month FTC)

Polo

Cheltenham

On-site

GBP 38,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Discretionary annual bonus

Minimum 24 days of annual leave

Flexible, hybrid working

Private health insurance

Life assurance

Income protection

Enhanced pension contributions

Company volunteering days

EV leasing scheme

Employee assistance programme with etc

Job summary

Polo Works is seeking a Client Finance Accountant on a 12 Month Fixed Term Contract based in Cheltenham. You will deliver professional accounting services to clients, ensuring accuracy and timely delivery of ledgers, management accounts and statutory reporting.

Key duties include maintenance of client records, journal processing, payroll on behalf of clients, and liaison with auditors. A qualified accountant or equivalent experience is preferred, with strong Excel and regulatory knowledge.

Qualifications

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.

Responsibilities

Maintaining 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 delegated authority and monitoring/resolving invoices.
Monitoring cash movements 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 implementing them in a controlled 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

Detail oriented

Organisational skills

Ethics

Customer focused

Deadline prioritisation

Verbal and written communication

Problem solving

MS Excel

MS Word

MS Outlook

Education

Qualified accountant or qualified by experience

Tools

SUN/Q&A accounting software

Job description

Client Finance Accountant (12 Month FTC)

Department: Client Finance

Employment Type: Fixed Term Contract

Location: Cheltenham

Reporting To: Client Finance Manager

Description

The purpose of this role is to provide a professional accounting service to our clients, ensuring all responsibilities, services, and deliverables are carried out with accuracy and efficiency to meet client deadlines.

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.

Key Performance Indicators

Adherence to client SLA’s
Ability to meet quality standards
Commitment to achieving, maintaining and developing own competence
Upskilling wider team through knowledge sharing

Key Relationships

Polo Works Clients and third parties
Client Finance team and wider Polo works stakeholders

Decision Making

Decisions taken within defined guidelines for role and client specific procedures.

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

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

Knowledge and Qualifications

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