PoloWorks

Financial Planning and Analysis

• Provide a professional accounting service to our clients
• Ensure all responsibilities, services, and deliverables are carried out with accuracy and efficiency to meet client deadlines
• Delivering agreed services to clients which may include:
• Maintenance of client records and reconciliation of ledgers
• Preparation of Management accounts and consolidation of financial reports and regulatory returns
• Preparation of Statutory accounts
• Preparing, reviewing and processing journals and reference data on ledger
• Approving payments in line with relevant delegated authority and monitoring/resolving outstanding invoices/statements
• Monitoring cash movements and balances and escalating to the Client Manager when required
• Processing payroll on behalf of clients
• Liaising with regulatory bodies, auditors and clients
• Ensuring procedures and controls are documented, followed, and updated
• Keeping abreast of regulatory changes and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner
• Ensuring controls are as required and resolve any issues
• Assisting with recruitment, training, development, and succession planning
• Assisting with audits for clients
• Other ad-hoc projects and tasks

Client Finance Accountant – 12 Month FTC

Controller

• Manage all aspects of the Polo managed syndicate’s reporting and accounting.
• Assist in onboarding new syndicates, and potentially helping syndicates migrate to their own Managing Agent (if that is their longer term strategy).
• Review and recommend for submission all Lloyd’s quarterly and annual regulatory returns.
• Standardization of external reporting; Review/approval of CFO/FD/Finance reports, Audit Committee Financial Reports.
• Effectively manage the quarterly close process and reporting requirements, and in doing so, manage, execute and dictate process, timetables and deliverables to all stakeholders – internally and externally.
• Manage the external audit timetable and process across all departments that contribute to the audit client schedule list. Work closely with the FD to manage the syndicate auditors and the resolution of audit issues arising as required.
• Working in conjunction with the FD to on-board the accounting and reporting requirements for any newly acquired syndicates.
• Assist with technical accounting for transactions, including RITCs, and develop Board papers accordingly.
• Working with the wider syndicate finance teams to develop and streamline reporting processes in a standardised and uniform manner.
• Driving the development of reporting systems and processes capable of meeting the demands of an evolving business area.
• Provision of timely high quality management accounting information to all business units using the Syndicates together with extensive business partnering between finance, actuarial, data/MI and claims teams.
• Own, drive and continuously seek to improve the Syndicates reporting processes.
• Production of timely, insightful, and strategic financial MI for management and the Board.
• Ensure appropriate Financial Controls are in place and operating effectively (in line with the Group financial controls framework) and where required, identify, and close any financial control gaps affecting financial reporting, forecasting and out of tolerance financial risks.
• Develop a suite of financial risk management reports / dashboards covering risk of financial misstatement, liquidity risk, capital risk, credit risk and tax working collaboratively with subject matter experts from other Group teams.
• Lead, motivate and develop the team including managing their engagement through the embedding of new/improved financial processes.
• Effective change agent – comfortable working in an agile way.

Financial Controller

Product Manager

• Owns and manages the definition of Intelligent Risk Capture as it is to be sold to the market.
• Defines the product options available to new and existing customers and technical implications of each.
• Accountable for signing off the product specification offered to new and existing customers.
• Own and maintain the product backlog (initially for IRC) – ensuring there remains a healthy number of refined, estimated, and prioritised stories that meet the definition of ready.
• Primary liaison between business stakeholders and delivery teams, bridging the gap between business requirements and technical delivery.
• Defines and communicates the product vision, objectives, and roadmap to the broader business.
• Participates and contributes to agile ceremonies (planning, refinement, review, retro, and standup as required).

Digital Product Owner

Analyst

• Provide support for Power Platform applications, workflows and reporting solutions.
• Log, triage and resolve incidents, service requests and technical issues.
• Investigate and troubleshoot problems across Power Apps, Power BI and Dataverse environments.
• Support key business processes and operational activities, ensuring systems remain effective and reliable.
• Assist with governance, compliance reporting and audit requirements.
• Create and maintain user guides, knowledge articles and FAQs.
• Identify recurring issues and recommend improvements to enhance efficiency and user experience.
• Work with stakeholders to support the delivery of new solutions and system enhancements.
• Contribute to projects and transformation initiatives involving Microsoft technologies.

Business Intelligence Analyst

• Prepare and review elements of Lloyd’s Regulatory Reports for multiple syndicates, including but not limited to**Performance Management Data Return**
• Reserving Return Quarterly**
• Solvency UK return**
• Terrorism (US, French, Australian, etc)**
• Ensure compliance with Lloyd’s Principles, reporting guidance and timeliness of all reporting**
• Act as a key point of contact for Lloyd’s, auditors and internal stakeholders on reporting matters**
• Support the production of accurate financial data required for regulatory and internal reports**
• Maintain and enhance reporting controls, documentation and audit trails**
• Drive continuous improvement in reporting processes, automation and data quality along side the Data & Governance Lead.**
• Provide support to colleagues and assist with enquires**
• Develop and produce ad hoc reports as required**
• Produce and deliver accurate, complete and appropriate management information to the Management team in a timely manner on a daily, weekly, and monthly basis or as required.**
• Identify and highlight performance/service issues and trends****

Senior Reporting Analyst

Insurance

• Oversee the full reinsurance cycle for managed syndicates, from design to business-as-usual (“BAU”).
• To liaise with existing and potential new clients to ensure rigorous oversight and approval of proposed outwards reinsurance arrangements.
• To review and challenge proposed business plans for existing and potential clients to ensure plans are logical, realistic and achievable.
• To review and challenge mid-year changes to existing business plans to ensure plans are logical, realistic and achievable.
• Provide Managing Agency support for existing and potential clients in relation to their outwards reinsurance function.
• Ensure that existing and potential clients have appropriate systems, procedures, and controls in place in order to manage its reinsurance-related responsibilities in line with Lloyd’s Principles Based Oversight framework.
• Represent the Reinsurance team on committees internally and externally as required.
• Ensure delivery of all required reporting, both personally and on behalf on the Reinsurance team, within the agreed timescales as defined in the applicable SLA.
• Monitor syndicate performance against plan, including all aspects of the outwards reinsurance process.
• Participate in liaison with stakeholders, including but not limited to, the Lloyd’s Outwards Reinsurance function, the PRA, FCA, Capital Providers, clients and Brokers, as required.
• Where applicable, undertake the management of policy administration, loss review, recovery processing and reporting and counterparty monitoring.
• Liaise with other Managing Agency functions as required, including finance, actuarial, claims, operations and Ml.
• Submit, or assist in submission of, regulatory returns in relation to outwards reinsurance, including Lloyd’s SRS returns and QMA/B.
• Attending market forums and committees as necessary.
• All other reinsurance related tasks as may be reasonably required to undertake the role.

Outwards Reinsurance Manager

• The PMO Analyst is a broad analytical and enabling role within the PMO team
• This role drives quality and consistency across syndicates, programmes and projects
• The PMO Analyst analyses data, supports syndicates and workstream leads in optimizing PMO tools correctly
• Runs workshops to embed best practice and works with the Senior PMO Analyst to build and refine governance frameworks and the PMO roadmap
• Helps surface risks and issues early, identify dependency impacts, strengthen governance assurance and support continuous improvement
• This is a collaborative, programme-facing role requiring strong analytical capability, stakeholder engagement and interpersonal skills

PMO Analyst

• Co-ordinating Coverholder and Delegated Claim Administrator due diligence, ensuring that all files are complete and up to date.**
• Assisting with the co-ordination of external audits and managing the process through to closure of audit findings.**
• Liaising with insurers, Coverholders, audit firms and brokers to ensure that approvals and renewals are processed in line with SLAs.**
• The preparation of renewal slips and endorsements.**
• Production of reports and meeting packs.**
• Reviewing reports and chasing of outstanding queries.**
• Assisting with client proposals.**
• Ensuring all activities are completed in line with client expectations, regulatory requirements and best practices.

Delegated Authority Analyst

• Act as a key link between Finance and the Data team
• Support both business-as-usual processes and ongoing development of the DWH
• Ensure the integrity of financial data, supporting syndicate reporting, and driving improvements in processes and controls

Finance Operations Accountant – 12mth FTC

Accountant

• To control the finance processes for the allocated syndicates. This includes: financial management, financial close, regulatory reporting and internal controls, prior to review by the SFC . The role includes liaising closely with clients, plus internal and external stakeholders, to ensure robust processes are in place and the full range of finance tasks are completed to a good standard.
• Review syndicate bookkeeping entries and controls operated by the outsourced service provider (a Cheltenham based Polo service company).
• Prepare/Review Syndicate management accounts, including analytical review of results.
• Prepare/Review key balance sheet reconciliations.
• Prepare/Review Lloyd’s returns including QMA Delta, QMB, Flash, Interim and Year-end Report and Accounts (includes “tagging”).
• Prepare/Review Solvency UK returns.
• Prepare/Review Overseas Reporting including schedules F&P, US and Canadian SIS.
• Assist with planning and production of Syndicate annual report and accounts.
• Prepare management information for Syndicate Management Committees.
• Contribute to the development of systems for syndicate reporting.
• Respond to client and internal queries as required, maintaining a high level of service throughout.
• Liase with Auditors.
• Support project work, including new syndicate launches as required.

Client Finance Accountant – 12 Month FTC

Financial Controller

Digital Product Owner

Analyst

Analyst

Senior Reporting Analyst

Outwards Reinsurance Manager

PMO Analyst

Delegated Authority Analyst

Finance Operations Accountant – 12mth FTC

Syndicate Accountant