Senior Manager, Client Finance

• Lead the team providing financial reporting processes for insurance companies across Polo Works, 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

• Qualified Accountant (ACA, ACCA, CIMA or equivalent)
• Experience with in 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

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.

• Qualified Accountant (ACA, ACCA, CIMA)
• Insurance Accounting Knowledge
• Regulatory Reporting Experience
• Team Leadership and Development
• Advanced Microsoft Excel Skills

• Financial Reporting
• Regulatory Compliance
• Process Improvement
• Accounting Policies
• Financial Controls
• Tax Return Management
• Technical Paper Preparation
• Financial Systems Development
• Analytical Skills
• Problem-Solving

• Leadership
• Organizational Skills
• Attention to Detail
• Decision-Making
• Communication Skills

• ACA
• ACCA
• CIMA

• Insurance Industry
• Financial Compliance
• Stakeholder Management
• Audit Support
• Client Onboarding