Senior Manager, Client Finance

Jobtailor; Cheltenham; On-site; GBP 90,000 - 130,000; Full time

Job summary

Jobtailor in the United Kingdom seeks an experienced lead for financial reporting across insurance clients, guiding technical teams and ensuring regulatory compliance. You will drive process redesign, oversee audits, and support onboarding of new clients with robust accounting policies.

The role demands ACA/ACCA/CIMA credentials, strong insurance accounting knowledge, and proven leadership with excellent stakeholder communication.

Qualifications

• Qualified Accountant (ACA, ACCA, CIMA)
• Experience within the insurance industry, ideally in a financial reporting environment
• Strong knowledge of insurance accounting and regulatory reporting requirements
• Proven experience leading and developing teams
• Experience driving change, improving processes, and implementing controls
• Ability to build credibility and influence senior internal and external stakeholders
• Excellent analytical and problem-solving skills
• Strong organisational skills with the ability to manage multiple priorities
• Exceptional attention to detail
• Confident decision-maker with a proactive approach
• Strong verbal and written communication skills
• Collaborative leadership style with a commitment to developing others
• High levels of integrity and professional judgement
• Advanced Microsoft Excel skills

Responsibilities

• Lead the team providing financial reporting processes for insurance companies across PoloWorks, providing leadership and technical guidance
• Lead remediation and process redesign with internal and external stakeholders
• Review financial results for non-Lloyd’s clients
• Oversee regulatory and statutory financial reporting integrity and delivery
• Manage financial compliance
• Support onboarding of new clients, accounting policies, documentation, controls, and issue resolution
• Prepare Board and Audit Committee papers and attend meetings when required
• Review and improve financial controls
• Liaise with external auditors and support relevant internal audit reviews
• Manage tax return data requests
• Manage preparation, interpretation, maintenance, and application of accounting policies under current accounting standards
• Advise clients on new accounting standards and prepare technical papers
• Lead finance projects, including IT financial systems development
• Oversee team work while resolving detailed issues with clients
• Train and develop the team in insurance-related skills
• Work with the Head of Client Finance and learning and development team to address skills gaps and strengthen team knowledge

Skills

Financial reporting

Leadership

Regulatory reporting

Excel

Stakeholder management

Education

ACA/ACCA/CIMA

Tools

Accounting systems

Job description

• Lead the team providing financial reporting processes for insurance companies across PoloWorks, providing leadership and technical guidance
• Lead remediation and process redesign with internal and external stakeholders
• Review financial results for non-Lloyd’s clients
• Oversee regulatory and statutory financial reporting integrity and delivery
• Manage financial compliance
• Support onboarding of new clients, accounting policies, documentation, controls, and issue resolution
• Prepare Board and Audit Committee papers and attend meetings when required
• Review and improve financial controls
• Liaise with external auditors and support relevant internal audit reviews
• Manage tax return data requests
• Manage preparation, interpretation, maintenance, and application of accounting policies under current accounting standards
• Advise clients on new accounting standards and prepare technical papers
• Lead finance projects, including IT financial systems development
• Oversee team work while resolving detailed issues with clients
• Train and develop the team in insurance-related skills
• Work with the Head of Client Finance and learning and development team to address skills gaps and strengthen team knowledge

Requirements

• Qualified Accountant (ACA, ACCA, CIMA or equivalent)
• Experience within the insurance industry, ideally in a financial reporting environment
• Strong knowledge of insurance accounting and regulatory reporting requirements
• Proven experience leading and developing teams
• Experience driving change, improving processes, and implementing controls
• Ability to build credibility and influence senior internal and external stakeholders
• Excellent analytical and problem-solving skills
• Strong organisational skills with the ability to manage multiple priorities
• Exceptional attention to detail
• Confident decision-maker with a proactive approach
• Strong verbal and written communication skills
• Collaborative leadership style with a commitment to developing others
• High levels of integrity and professional judgement
• Advanced Microsoft Excel skills

Core Competencies

Demonstrates expertise in financial reporting processes for insurance companies, with a strong focus on regulatory compliance, team leadership, and process improvement. Proficient in managing financial controls and advising on accounting standards while fostering team development and stakeholder collaboration.

Highest-signal resume keywords

• Qualified Accountant (ACA, ACCA, CIMA)
• Insurance Accounting Knowledge
• Regulatory Reporting Experience
• Team Leadership and Development
• Advanced Microsoft Excel Skills

ATS Optimization Keywords

Hard Skills

• Financial Reporting
• Regulatory Compliance
• Process Improvement
• Accounting Policies
• Financial Controls
• Tax Return Management
• Technical Paper Preparation
• Financial Systems Development
• Analytical Skills
• Problem-Solving

Soft Skills

• Leadership
• Organizational Skills
• Attention to Detail
• Decision-Making
• Communication Skills

Certifications & Qualifications

• ACA
• ACCA
• CIMA

Industry Keywords

• Insurance Industry
• Financial Compliance
• Stakeholder Management
• Audit Support
• Client Onboarding