Finance Assistant

PoloWorks; Cheltenham; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

PoloWorks is seeking a Client Finance Analyst to join their dynamic finance team in Cheltenham. This role involves maintaining accounting records, processing transactions, and supporting business growth while ensuring compliance and building client relationships. Candidates should be detail-oriented and proactive, eager to contribute in a collaborative environment.

Benefits

Discretionary annual bonus

23 days of annual leave (with option to buy more)

Private health insurance

Life assurance

Income protection

Enhanced pension contributions

Occupational maternity and paternity pay

Volunteering days

Employee assistance programme

Regular sports and social events

Qualifications

• Experience in general insurance finance is beneficial but not required.
• Strong interpersonal skills and ability to collaborate effectively.
• Proficiency in Microsoft Excel, Word, and Outlook.

Responsibilities

• Maintain accurate accounting records and process transactions.
• Assist in preparation of management accounts and KPIs.
• Build and maintain relationships with clients and third parties.

Skills

Interpersonal Skills

Client-focused

Analytical Skills

Problem-solving Ability

Organizational Skills

Commercial Awareness

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Department: Client Finance

Location: Cheltenham

Compensation: £25,000 - £30,000 / year

Description

Are you detail-oriented, client-focused, and ready to make a real impact in a dynamic finance environment? At PoloWorks, we're looking for a proactive and analytical individual to join our Client Finance team. As a Client Finance Analyst, you'll play a key role in delivering accurate, efficient, and compliant accounting services to our clients, while building strong relationships and supporting business growth.

If you're passionate about finance, keen to develop your skills, and thrive in a collaborative and inclusive workplace, we’d love to hear from you.


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.

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 23 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 employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.