Client Finance Accountant

17 hours ago

Cheltenham Gloucestershire, United Kingdom PoloWorks Full time

To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach. Key Responsibilities 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. Key Performance Indicators Adherence to client service-level agreements (SLAs). Commitment to accuracy and compliance with quality standards. Ongoing professional development and knowledge-sharing with colleagues. Key Relationships PoloWorks clients and external partners. Client Finance team and internal stakeholders. Experience & Skills 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. Demonstrates behaviours aligned to the PoloWorks PRIDE values: Pioneering – we don’t stand still Responsible – We do the right thing Inclusive – we all play a role Delivery Focused- we provide services we are proud of Empowering – we equip people to be their best Knowledge & Qualifications Qualified accountant or equivalent experience. Knowledge of general insurance finance, including regulatory returns (desirable). Familiarity with SUN/Q&A accounting software (desirable). It's our mission to empower our colleagues to achieve their potential and we know that teams perform best when they are diverse, and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, therefore we are committed to building an inclusive culture where everyone is empowered to do meaningful work and is recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone Reports to: Client Finance Manager Location: Cheltenham Band: 2

  • Client Finance Accountant

    2 weeks ago

    Gloucestershire, United Kingdom Hays Full time

    Your new companyHays Accountancy & Finance are partnering exclusively with a rapidly growing & successful financial services group to recruit a dynamic & hands-on Accountant to join their accounting team in Cheltenham, Gloucestershire. A progressive & fast-paced accounting role where you will ensure accuracy/efficiency along with compliance in a broad...

  • Client Finance Accountant

    7 days ago

    Gloucestershire, United Kingdom Hays Full time

    Your new company Hays Accountancy & Finance are partnering exclusively with a rapidly growing & successful financial services group to recruit a dynamic & hands-on Accountant to join their accounting team in Cheltenham, Gloucestershire. A progressive & fast-paced accounting role where you will ensure accuracy/efficiency along with compliance in a broad...

  • Client Finance Accountant

    2 weeks ago

    Cheltenham, United Kingdom PoloWorks Full time

    Join to apply for the Client Finance Accountant role at PoloWorks Department: Client Finance Location: Cheltenham Overview To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach. Key Responsibilities Maintain client records and reconcile...

  • Client Finance Accountant

    12 hours ago

    Cheltenham, United Kingdom PoloWorks Full time

    To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.If you are interested in applying for this job, please make sure you meet the following requirements as listed below.Key Responsibilities Maintain client records and reconcile...

  • Client Finance Accountant

    6 days ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time £40,000 - £80,000 per year

    Department:Client FinanceLocation:CheltenhamDescriptionTo provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.Key ResponsibilitiesMaintain client records and reconcile ledgers.Prepare management accounts, consolidate financial reports, and...

  • Client Finance Accountant

    5 days ago

    Cheltenham, United Kingdom Polo Full time

    OverviewDepartment: Client FinanceEmployment Type: PermanentLocation: CheltenhamReporting To: Sara RoweDescriptionTo provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.Key ResponsibilitiesMaintain client records and reconcile...

  • Senior Accountant

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Supreme Search Specialists (Accountancy & Finance) Full time

    Qualified Senior Accountant Job (Practice) Salary: £40,000 - £45,000 Location: Cheltenham Contract: Full-time, Flexible working Are you an ambitious Qualified Senior Accountant looking to develop your career with a respected and growing accountancy practice in Cheltenham? This is a fantastic opportunity to join a professional, people-focused firm that...

  • Finance Manager

    7 days ago

    Gloucestershire, United Kingdom Hays Full time

    Senior Manager (Controller) - Client Finance 📍 Full-Time | Permanent Hays Senior Finance is exclusively partnering with a leading provider of outsourced services to the insurance industry. As they continue to grow, they are seeking a dynamic and experienced Senior Manager - Client Finance to join their team. This is a high-impact leadership role,...

  • Accounts Payable Administrator

    2 weeks ago

    Gloucestershire, United Kingdom Page Personnel Finance Full time

    The Accounts Payable Administrator is the prefect contract role for an experienced administrator looking for a challenging and exciting new role. The role is key to ensuring that suppliers are paid promptly and to terms and that all payment queries are resolvedefficiently. **Client Details** Our client is a large manufacturer of several well known brands....

  • Client Finance Accountant

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom PoloWorks Full time £40,000 - £70,000 per year

    Department Client Finance Employment Type Permanent Location Cheltenham Workplace type Hybrid Reporting To Client Finance Manager Key Responsibilities Skills, Knowledge & Expertise Job Benefits About PoloWorks PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated...