PoloWorks
Senior Manager Client Finance
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Department: Client Finance
Location: Cheltenham
Description
PoloWorks is a leading provider of outsourced services to the insurance market. Due to continued growth, we are seeking an experienced Senior Manager Client Finance to join our Client Finance leadership team.
This is a fantastic opportunity for a qualified accountant with strong insurance industry experience to take ownership of financial reporting, compliance and controls across a portfolio of non-Lloyd's insurance clients. Reporting to the Head of Client Finance, you will lead a team of finance professionals, build strong client relationships and play a key role in driving continuous improvement across our operations.
If you're looking for a position where you can combine technical expertise, people leadership and strategic influence, we'd love to hear from you.
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.
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Skills, Knowledge And Expertise
- Qualified Accountant (ACA, ACCA, CIMA or equivalent).
- Experience within 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.
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Benefits
As well as a competitive salary, discretionary annual bonus, and a minimum 26 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 and regular sports and social events.
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