Client Finance Analyst

PoloWorks; Cheltenham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm in Cheltenham is seeking a Client Finance Analyst to deliver exceptional financial services. This role involves maintaining accounting records, managing client relationships, and ensuring compliance with internal controls. The ideal candidate will have strong organizational and communication skills, with a proactive mindset. A competitive salary and a great benefits package including flexible working and health insurance are offered.

Benefits

Discretionary annual bonus

Private health insurance

Life assurance

Income protection

Enhanced pension contributions

Occupational maternity and paternity pay

Employee assistance programme

Employee referral scheme

Volunteering days

Free Cheltenham bus travel

Qualifications

• Experience in general insurance finance is beneficial but not required.
• Commitment to high professional and ethical standards.
• Strong interpersonal skills and ability to collaborate effectively.

Responsibilities

• Maintain accurate and up-to-date accounting records.
• Process and verify transactions and reference data in the ledger.
• Reconcile balance sheet and profit & loss items.
• Assist in the preparation of management accounts and forecasts.
• Build and maintain professional relationships with clients.

Skills

Interpersonal skills

Client-focused mindset

Organizational skills

Communication skills

Analytical skills

Proficiency in Microsoft Excel

Knowledge of SUN/Q&A accounting software

Tools

Microsoft Excel

SUN/Q&A accounting software

Job description

Client Finance Analyst

Department: Client Finance

Employment Type: Permanent

Location: Cheltenham

Reporting To: Client Finance Manager

Description

Join PoloWorks and help deliver exceptional financial services to our clients. In this role, you’ll provide accurate, efficient, and compliant accounting support while building strong client relationships and ensuring a seamless financial experience. We’re committed to creating an inclusive, diverse workplace where everyone can thrive and make an impact.

Key Responsibilities

• Maintain accurate and up-to-date accounting records.
• Process and verify transactions and reference data in the ledger.
• Reconcile balance sheet and profit & loss items.
• Process payments within delegated authority and resolve outstanding invoices/statements.
• Issue and manage invoices/statements, ensuring timely resolution of outstanding balances.
• Match receipts to outstanding debts.
• Monitor and manage cash balances effectively.
• Assist in the preparation of management accounts, dashboards, key performance indicators (KPIs), regulatory returns, cash analysis, and forecasts.
• Support the onboarding of new clients and the closure of ceased accounts.
• Build and maintain professional relationships with clients, third parties, and internal teams.
• Identify and report new or evolving risks to management.
• Ensure processes and controls are documented, reviewed, and updated regularly.
• Stay informed about regulatory changes and collaborate with stakeholders to ensure controlled implementation.
• Identify opportunities to enhance efficiency, improve financial processes, and reduce costs while maintaining compliance.
• Support internal and external audits for clients and PoloWorks.
• Maintain information security protocols in daily operations.
• Contribute to additional projects and tasks as required.
• Adherence to client service-level agreements (SLAs).
• Accuracy and compliance with quality standards.

Skills, Knowledge & Expertise

Experience in general insurance finance is beneficial but not required.

• Commitment to high professional and ethical standards.
• Strong interpersonal skills and ability to collaborate effectively.
• Client-focused with a proactive and solutions-driven mindset.
• Commercial awareness and financial acumen.
• Strong organizational skills with the ability to manage competing priorities.
• Excellent communication skills, both verbal and written.
• Analytical and problem-solving abilities.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Knowledge of SUN/Q&A accounting software and internet banking is beneficial but not required.

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