PoloWorks

Senior Manager, Client Finance

PoloWorks

full-time

Posted on:

Location Type: Hybrid

Location: Cheltenham • United Kingdom

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Salary

💰 £80,000 per year

Job Level

Senior

About the role

  • To 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.
  • Where remediation or process redesign is required, this role is expected to 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.
  • Working with Client Finance Managers, play a leading role in the onboarding of new clients, reviewing/establishing accounting policies, overseeing and establishing an appropriate level of documentation and controls within the client finance team, resolving reporting/processing issues and embedding this into BAU.
  • Preparation of Board and Audit Committee papers, attending either meeting if required.
  • Reviewing and (where relevant) improving financial controls on a rolling basis.
  • Liaison with external auditors on the audit and any relevant internal audit reviews.
  • Management of related tax return data requests.
  • Management of the preparation, interpretation, maintenance and application of accounting policies in accordance with current accounting standards.
  • Work closely with clients on the interpretation of any new accounting standards, preparing technical papers and aligning processes to meet the new requirements.
  • Playing a leading role in finance projects, including IT Financial systems development where relevant.
  • Oversight of the work in the team, but getting into detail, resolving issues and working with clients where required.
  • Training and developing the team in insurance related skills at every opportunity.
  • Working with the Head of Client Finance and the learning and development team to understand skills gaps, identify suitable training and strengthen team knowledge.

Requirements

  • 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 teamworking 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
  • Must be highly proficient with the Microsoft applications, particularly Excel
Benefits
  • As well as a competitive salary
  • discretionary annual bonus
  • minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit)
  • excellent benefits package
  • flexible, hybrid working
  • private health insurance
  • life assurance
  • income protection
  • enhanced pension contributions
  • occupational maternity and paternity pay
  • access to company volunteering days
  • Electric Vehicle (EV) leasing scheme
  • employee assistance programme with retail discounts and savings
  • generous employee referral scheme
  • regular sports and social events
  • free Cheltenham bus travel
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial reportingregulatory complianceaccounting policiesfinancial controlstax return managementfinancial analysisprocess redesignIT financial systems developmentdata interpretationtechnical paper preparation
Soft Skills
leadershiporganizational skillsattention to detailanalytical skillsproblem solvingteamworkcollaborationflexibilitycommunication skillsintegrity
Certifications
qualified accountant