Client Finance Accountant – 12 Month FTC

PoloWorks

Client Finance Accountant responsible for delivering accounting services to clients and ensuring accuracy in financial reporting. Collaborating with the finance team and engaging with regulators and clients.

Posted 7/23/2026contractCheltenham • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing management accounts, statutory accounts, and financial statements while ensuring compliance with regulatory requirements. Strong organizational and problem-solving skills are essential for managing client relationships and delivering accurate accounting services.

Highest-signal resume keywords

Management Accounts PreparationStatutory Accounts PreparationRegulatory ComplianceMS Excel ProficiencySUN/Q&A Accounting Software Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingLedger ReconciliationJournal ProcessingPayroll ProcessingClient Record Maintenance

Soft Skills

Attention to DetailOrganizational SkillsCustomer FocusTeam CollaborationVerbal and Written Communication

Certifications & Qualifications

Qualified Accountant

Industry Keywords

General Insurance FinanceRegulatory ReturnsAuditingClient Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Experience of preparing management accounts and Annual reports and financial statements
A keen eye for detail and strong organisational skills
High professional ethics
Customer focused
Able to prioritise and plan to meet deadlines, even when they conflict
A team player with excellent verbal and written communication skills
Strong problem-solving skills
Excellent MS Excel/Word/Outlook skills
Qualified accountant or qualified by experience
Knowledge of general insurance finance, including regulatory returns is desirable
Good knowledge of SUN/Q&A accounting software is desirable

Benefits

Comp & perks

A competitive salary
Discretionary annual bonus
Minimum 24 days of annual leave (with the option to buy more)
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