Senior Manager, Client Finance

PoloWorks

Senior Manager Client Finance leading reporting, compliance, and controls for PoloWorks, an outsourced insurance-services provider. Managing finance professionals and client relationships while driving process improvement across non-Lloyd’s insurance operations.

Posted 8/4/2026full-timeCheltenham • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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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 KnowledgeRegulatory Reporting ExperienceTeam Leadership and DevelopmentAdvanced Microsoft Excel Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingRegulatory ComplianceProcess ImprovementAccounting PoliciesFinancial ControlsTax Return ManagementTechnical Paper PreparationFinancial Systems DevelopmentAnalytical SkillsProblem-Solving

Soft Skills

LeadershipOrganizational SkillsAttention to DetailDecision-MakingCommunication Skills

Certifications & Qualifications

ACAACCACIMA

Industry Keywords

Insurance IndustryFinancial ComplianceStakeholder ManagementAudit SupportClient Onboarding

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

Competitive salary
Discretionary annual bonus
Minimum 26 days of annual leave, with the option to buy more
Flexible, hybrid working
Private health insurance
Life assurance
Income protection
Enhanced pension contributions
Occupational maternity and paternity pay
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