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Client Finance Accountant
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Cheltenham, United Kingdom PoloWorks Full timeTo 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...
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Client Finance Accountant
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Cheltenham GL, United Kingdom PoloWorks Full timeDescriptionAt PoloWorks, you will provide high-quality, professional accounting services to our clients, ensuring accuracy, efficiency, and full compliance with regulatory and reporting deadlines. You'll contribute to a collaborative and inclusive team environment, supporting our commitment to excellence and continuous improvement. Please note this is a 12...
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Senior Manager Client Finance
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Client Finance Accountant
2 weeks ago
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 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. Skills, Knowledge & Expertise Participate in additional projects and tasks as required. 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. Knowledge of general insurance finance, including regulatory returns (desirable). Familiarity with SUN/Q&A accounting software (desirable). 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 Job Benefits As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), 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, regular sports and social events, and free Cheltenham bus travel. Seniority level Entry level Employment type Full-time Job function Accounting/Auditing and Finance Industries Insurance Referrals increase your chances of interviewing at PoloWorks by 2x. Get notified about new Financial Accountant jobs in Cheltenham, England, United Kingdom. #J-18808-Ljbffr
