Client Finance Accountant; FTC

Client Finance Accountant (12 Month FTC)

Department: Client Finance

Employment Type: Fixed Term Contract

Location: Cheltenham

Reporting To: Client Finance Manager

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.

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.

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

Demonstrates behaviours aligned to the Polo Works PRIDE values:

• 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

• 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
• 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
• 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