Client Finance Accountant Job at PoloWorks (Cheltenham)

Job Description

To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.

Job Responsibility

Maintain client records and reconcile ledgers
Prepare management accounts, consolidate financial reports, and complete regulatory returns
Prepare statutory accounts
Process, review, and approve journals and reference data on the ledger
Approve payments in line with delegated authority and monitor outstanding invoices/statements
Monitor cash movements and balances, escalating to the Client Manager as needed
Process payroll on behalf of clients
Engage with regulatory bodies, auditors, and clients professionally
Ensure policies, procedures, and controls are documented, followed, and updated
Stay informed about regulatory changes and collaborate with clients, third parties, and internal teams to ensure controlled implementation
Support recruitment, training, development, and knowledge-sharing within the team
Assist clients with audits
Participate in additional projects and tasks as required

Requirements

Experience in preparing management accounts, annual reports, and financial statements
Strong attention to detail and organizational skills
Commitment to professional ethics
Client-focused with the ability to build strong relationships
Effective time management, prioritization, and problem-solving skills
Strong team player with excellent verbal and written communication skills
Proficiency in Microsoft Excel, Word, and Outlook
Qualified accountant or equivalent experience

Nice to have

Knowledge of general insurance finance, including regulatory returns
Familiarity with SUN/Q&A accounting software

What we offer

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

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Client Finance Accountant

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