Senior Manager Client Finance

PoloWorks; Cheltenham; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Discretionary annual bonus

Private health insurance

Life assurance

Employee assistance programme

Electric Vehicle leasing scheme

Employee referral scheme

Job summary

A leading outsourced services firm in the UK seeks a Senior Finance professional. This role involves managing financial reporting and compliance for non-Lloyd's clients and requires strong insurance accounting experience. Candidates should possess excellent people management skills and be capable of liaising with senior stakeholders. The position offers a competitive salary, a generous benefits package, and flexible hybrid working options.

Qualifications

• Experience in a reporting role within the insurance industry.
• Proven ability to drive and implement change.
• Experience managing financial compliance and reporting.

Responsibilities

• Lead financial reporting processes for non-Lloyd’s clients.
• Manage relationships with external auditors.
• Prepare Board and Audit Committee papers.

Skills

Insurance accounting experience

People management skills

Analytical skills

Attention to detail

Communication skills

Education

Qualified accountant

Tools

Microsoft Excel

Job description

Polo Works is a provider of outsourced services within the insurance industry. Due to business growth, a senior finance opportunity is available, reporting to the Head of Client Finance, responsible for financial reporting, processes and controls across non‑Lloyd’s clients. The successful candidate must have strong insurance accounting experience, first class people management skills and an ability to deal with senior stakeholders both internal and external.

Key Responsibilities

• Lead the team providing financial reporting processes for insurance companies across Polo Works, providing leadership and technical guidance to all staff working on these clients; when remediation or process redesign is required, lead the change, working with internal and external stakeholders to resolve any issues.
• Primary review of the financial results for non‑Lloyd’s clients, including oversight of the process to ensure integrity and delivery of all regulatory and statutory financial reporting for the entities under management.
• Responsibility for managing financial compliance.
• Work with Client Finance Managers to lead the onboarding of new clients, review and establish accounting policies, oversee and establish appropriate documentation and controls within the client finance team, resolve reporting/processing issues and embed this into business‑as‑usual.
• Prepare Board and Audit Committee papers and attend meetings if required.
• Review and (where relevant) improve financial controls on a rolling basis.
• Liaise with external auditors on the audit and any relevant internal audit reviews.
• Manage related tax return data requests.
• Manage the preparation, interpretation, maintenance and application of accounting policies in accordance with current accounting standards.
• Work closely with clients on the interpretation of new accounting standards, preparing technical papers and aligning processes to meet the new requirements.
• Play a leading role in finance projects, including IT financial systems development where relevant.
• Oversee the work in the team, but get into detail, resolve issues and work with clients where required.
• Train and develop the team in insurance‑related skills at every opportunity.
• Work with the Head of Client Finance and the learning and development team to understand skills gaps, identify suitable training and strengthen team knowledge.
• Make decisions within defined guidelines for the role and client‑specific procedures.

Skills, Knowledge & Expertise

• Insurance industry experience in a reporting role.
• Detailed regulatory return experience.

Experience Of Leading a Team Is Essential

• Driving and implementing change.
• Excellent organisational skills, ability to multi‑task.
• Strong attention to detail.
• Highly analytical.
• Ability to work independently and use own initiative to problem‑solve.
• Good team‑working and collaboration skills.
• Ability to work under pressure and be flexible.
• Efficient, self‑motivated.
• Good verbal and written communication skills.
• High levels of integrity and ability to lead on doing the right thing.
• Qualified accountant.
• Proficient with Microsoft applications, particularly Excel.

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 4