PoloWorks
Client Finance Accounting Technician
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Department: Client Finance
Location: Cheltenham
Description
Join our Client Finance team and play a key role in delivering accurate, efficient, and compliant accounting services to our clients. You'll build strong client relationships, maintain high standards of financial accuracy, and help ensure the smooth running of client finance operations.
Key Responsibilities
- Maintain accurate and up-to-date accounting records.
- Process and verify transactions and reference data in the ledger.
- Reconcile balance sheet and profit & loss items.
- Process payments within delegated authority and resolve outstanding invoices/statements.
- Issue and manage invoices/statements, ensuring timely resolution of outstanding balances.
- Match receipts to outstanding debts.
- Monitor and manage cash balances effectively.
- Assist in the preparation of management accounts, dashboards, key performance indicators (KPIs), regulatory returns, cash analysis, and forecasts.
- Support the onboarding of new clients and the closure of ceased accounts.
- Build and maintain professional relationships with clients, third parties, and internal teams.
- Identify and report new or evolving risks to management.
- Ensure processes and controls are documented, reviewed, and updated regularly.
- Stay informed about regulatory changes and collaborate with stakeholders to ensure controlled implementation.
- Identify opportunities to enhance efficiency, improve financial processes, and reduce costs while maintaining compliance.
- Support internal and external audits for clients and PoloWorks.
- Maintain information security protocols in daily operations.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills, Knowledge And Expertise
- Contribute to additional projects and tasks as required.
- Experience in general insurance finance is beneficial but not required.
- Commitment to high professional and ethical standards.
- Strong interpersonal skills and ability to collaborate effectively.
- Client-focused with a proactive and solutions-driven mindset.
- Commercial awareness and financial acumen.
- Strong organisational skills with the ability to manage competing priorities.
- Excellent communication skills, both verbal and written.
- Analytical and problem-solving abilities.
- Proficiency in Microsoft Excel, Word, and Outlook.
- Knowledge of SUN/Q&A accounting software and internet banking is beneficial but not required.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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, 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 1
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London