Senior Manager Client Finance

Department: Client Finance

Location: Cheltenham

Description

Polo Works is a provider of outsourced services within the insurance industry. Due to business growth, a senior finance opportunity is available, reporting to the Head of Client Finance, responsible for financial reporting, processes and controls across non-Lloyd’s clients. The successful candidate must have strong insurance accounting experience, first class people management skills and an ability to deal with senior stakeholders both internal and external.

Key Responsibilities

To lead the team providing financial reporting processes for insurance companies across Polo Works, providing leadership and technical guidance to all staff working on these clients. Where remediation, or process redesign is required, this role is expected to lead the change, working with internal and external stakeholders to resolve any issues.

Primary review of the financial results for non-Lloyd’s clients, including oversight of the process to ensure integrity and delivery of all regulatory and statutory financial reporting for the entities under management

Responsibility for managing financial compliance

Working with Client Finance Managers, play a leading role in the onboarding of new clients, reviewing/establishing accounting policies, overseeing and establishing an appropriate level of documentation and controls within the client finance team, resolving reporting/processing issues and embedding this into BAU

Preparation of Board and Audit Committee papers, attending either meeting if required

Reviewing and (where relevant) improving financial controls on a rolling basis

Liaison with external auditors on the audit and any relevant internal audit reviews

Management of related tax return data requests

Management of the preparation, interpretation, maintenance and application of accounting policies in accordance with current accounting standards

Work closely with clients on the interpretation of any new accounting standards, preparing technical papers and aligning processes to meet the new requirements

Playing a leading role in finance projects, including IT Financial systems development where relevant

Oversight of the work in the team, but getting into detail, resolving issues and working with clients where required

Training and developing the team in insurance related skills at every opportunity

Working with the Head of Client Finance and the learning and development team to understand skills gaps, identify suitable training and strengthen team knowledge

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

Skills, Knowledge & Expertise

5+ years of insurance industry experience in a reporting role

Detailed regulatory return experience

Experience Of Leading a Team Is Essential

Driving and implementing change

Excellent organisational skills, ability to multi-task

Strong attention to detail

Highly analytical

Ability to work independently and use own initiative to problem solve

Good teamworking and collaboration skills

Ability to work under pressure and be flexible

Efficient, self-motivated

Good verbal and written communication skills

High levels of integrity and ability to lead on doing the right thing

Qualified accountant

Must be highly proficient with the Microsoft applications, particularly Excel

Demonstrates Behaviours Aligned To The PoloWorks 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
  
  

Job Benefits

As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.

Benefits Band 4