Client Finance Technician: Invoicing & Reconciliations

Polo; Cheltenham; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Hybrid working

Life assurance

Pension contributions

EV leasing scheme

Employee discounts

Volunteer days

Job summary

Polo in Cheltenham is seeking a Client Finance Accounting Technician to provide a professional accounting service to Clients, ensuring deliverables are accurate and timely. You will maintain records, reconcile ledgers, and assist with management accounts and audits.

You will support onboarding of new clients, manage reconciliations, and work to improve receivables and controls while upholding information security and regulatory compliance. The role is permanent and based onsite in Cheltenham.

Qualifications

• Experience in general insurance finance is desirable.
• High professional ethics and customer focus are essential.
• Excellent communication and team working abilities are required.

Responsibilities

• Maintain accounting records and process transactions on ledgers.
• Reconcile balance sheet and P&L items.
• Settle payments and monitor invoices/statements.
• Issue invoices and chase outstanding balances.
• Assist with management accounts, dashboards, KPIs, and forecasts.
• Assist onboarding and closing of ceased clients.
• Support audits and ensure information security compliance.
• Look for improvements in receivables, controls, and costs.

Skills

Good communicator

Team player

Customer focused

Prioritisation and planning

Problem solving

Commercial awareness

Ability to work under deadlines

People skills

Tools

MS Excel

MS Word

Outlook

SUN/Q&A

Internet banking systems

Job description

Polo in Cheltenham is seeking a Client Finance Accounting Technician to provide a professional accounting service to Clients, ensuring deliverables are accurate and timely. You will maintain records, reconcile ledgers, and assist with management accounts and audits.

You will support onboarding of new clients, manage reconciliations, and work to improve receivables and controls while upholding information security and regulatory compliance. The role is permanent and based onsite in Cheltenham.