Client Finance Accountant - 12 month FTC

Polo; Cheltenham; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading accounting firm in Cheltenham is seeking a Client Finance Accountant for a 12-month fixed-term contract. The role includes preparing management accounts, ensuring accuracy in client records, and processing payroll. The ideal candidate should possess strong accounting skills and be a team player, committed to excellence. This position offers a competitive salary, discretionary bonus, and extensive benefits including flexible work options, health insurance, and employee assistance programs.

Benefits

Competitive salary

Discretionary annual bonus

Private health insurance

Flexible working options

Employee referral scheme

Company volunteering days

Qualifications

• Experience in preparing management accounts, annual reports, and financial statements.
• Strong attention to detail and organizational skills.
• Strong team player with excellent verbal and written communication skills.

Responsibilities

• Maintain client records and reconcile ledgers.
• Prepare management accounts and financial reports.
• Process payroll on behalf of clients.

Skills

Experience in preparing management accounts

Strong attention to detail

Excellent verbal and written communication skills

Proficiency in Microsoft Excel

Client-focused relationship building

Effective time management

Knowledge of general insurance finance

Familiarity with SUN/Q&A accounting software

Education

Qualified accountant or equivalent experience

Tools

Microsoft Excel

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

At PoloWorks, you will provide high-quality, professional accounting services to our clients, ensuring accuracy, efficiency, and full compliance with regulatory and reporting deadlines. You’ll contribute to a collaborative and inclusive team environment, supporting our commitment to excellence and continuous improvement. Please note this is a 12 month fixed term contract.

Key Responsibilities

• Maintain client records and reconcile ledgers.
• Prepare management accounts, consolidate financial reports, and complete regulatory returns.
• Prepare statutory accounts.
• Process, review, and approve journals and reference data on the ledger.
• Approve payments in line with delegated authority and monitor outstanding invoices/statements.
• Monitor cash movements and balances, escalating to the Client Manager as needed.
• Process payroll on behalf of clients.
• Engage with regulatory bodies, auditors, and clients professionally.
• Ensure policies, procedures, and controls are documented, followed, and updated.
• Stay informed about regulatory changes and collaborate with clients, third parties, and internal teams to ensure controlled implementation.
• Support recruitment, training, development, and knowledge-sharing within the team.
• Assist clients with audits.
• Participate in additional projects and tasks as required.

Skills, Knowledge & Expertise

• Experience in preparing management accounts, annual reports, and financial statements.
• Strong attention to detail and organizational skills.
• Commitment to professional ethics.
• Client-focused with the ability to build strong relationships.
• Effective time management, prioritization, and problem-solving skills.
• Strong team player with excellent verbal and written communication skills.
• Proficiency in Microsoft Excel, Word, and Outlook. Qualified accountant or equivalent experience.
• Knowledge of general insurance finance, including regulatory returns (desirable).
• Familiarity with SUN/Q&A accounting software (desirable).
• 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

Job 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.

Benefits Band 2