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Senior Manager Client Finance

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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:

80000.00 GBP / Year
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Job 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.

Job Responsibility:

  • 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
  • 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

Requirements:

  • 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
What we offer:
  • Discretionary annual bonus
  • Minimum 24 days of annual leave (with the 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 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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