Insurance Finance Manager: Transactions & Controls (Hybrid)

Lord Search & Selection; Penwortham; Hybrid; GBP 50,000 - 61,000; Full time

Job summary

Lord Search & Selection partners with a well-established financial services business to appoint a Transactional Finance Manager in Preston. Reporting to the CFO, the role covers insurance accounting, client money and reconciliations within a regulated FCA environment, delivering operational excellence and strong controls.

You will lead a small team, own month-end processes, and collaborate with senior management on management accounts, budgets and forecasts while driving process improvements and

Qualifications

• Experience in insurance or regulated financial services (FCA).
• Strong knowledge of insurance accounting and reconciliations.
• Ability to produce management accounts, budgets and forecasts.
• Evidence of improving controls and driving operational excellence.

Responsibilities

• Own insurance accounts with bank and balance sheet reconciliations.
• Post month-end journals and review debtor/creditor reports.
• Produce monthly management accounts, budgets and forecasts.
• Strengthen financial controls and processes.
• Lead and develop the transactional finance team.

Skills

Insurance accounting

Account reconciliations

Team leadership

Regulatory compliance

Month-end journals

Management accounts

Budgets & forecasts

Education

QBE (Qualified by Experience)

ACA

ACCA

CIMA

Job description

Lord Search & Selection partners with a well-established financial services business to appoint a Transactional Finance Manager in Preston. Reporting to the CFO, the role covers insurance accounting, client money and reconciliations within a regulated FCA environment, delivering operational excellence and strong controls.

You will lead a small team, own month-end processes, and collaborate with senior management on management accounts, budgets and forecasts while driving process improvements and