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Client Finance Analyst

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PoloWorks

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Location:
United Kingdom , Cheltenham

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Join PoloWorks and help deliver exceptional financial services to our clients. In this role, you’ll provide accurate, efficient, and compliant accounting support while building strong client relationships and ensuring a seamless financial experience.

Job Responsibility:

  • 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
  • Contribute to additional projects and tasks as required
  • Adherence to client service-level agreements (SLAs)
  • Accuracy and compliance with quality standards

Requirements:

  • 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 organizational 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
  • Demonstrates behaviours aligned to the PoloWorks PRIDE values

Nice to have:

  • Experience in general insurance finance
  • Knowledge of SUN/Q&A accounting software and internet banking
What we offer:
  • Competitive salary
  • Discretionary annual bonus
  • Minimum 24 days of annual leave
  • Option to buy or sell up to 5 days using our Annual Leave Flex Benefit
  • 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

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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