Senior Accounting Technician​/Deputy Accountant

Description

The purpose of this role is to provide a professional accounting service to our clients, ensuring all responsibilities, services, and deliverables are carried out with accuracy and efficiency to meet client deadlines.

Department: Client Finance

Location: Cheltenham

• Deliver agreed services to clients, which may include ensuring client records are maintained and up-to-date, with all ledgers reconciled for review by the Client Manager.
• Assist with the preparation of management accounts and consolidation of financial reports and regulatory returns.
• Assistance with the 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.
• Reviewing and checking transactions prepared by Client Finance Analyst.
• Ensuring procedures and controls are documented, followed, and updated.
• Keeping abreast of regulatory changes and working 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 resolving any issues.
• Assisting with audits for clients.
• Other ad-hoc projects and tasks.

• Adherence to client SLA’s
• Ability to meet quality standards
• Commitment to achieving, maintaining and developing own competence
• Upskilling wider team through knowledge sharing

• Polo Works Clients and third parties
• Client Finance team and wider Polo works stakeholders

Decisions taken within defined guidelines for role and client specific procedures.

• 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
• Effective problem-solving skills
• Excellent MS Excel/Word/Outlook skills

• Pioneering – we don’t stand still
• Responsible – We do the right thing
• Inclusive – we all play a role
• Delivery Focused – we provide services we are proud of
• Empowering – we equip people to be their best

• Part 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

• Competitive salary, discretionary annual bonus, and a minimum 24 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
• 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
• Benefits Band 2