Client Finance Accountant

Client Accountant delivering accurate, timely client accounting across ledgers, reporting, statutory and regulatory returns, payroll and payments. Builds strong client relationships, supports audits, and ensures robust controls, compliance and continuous improvement while collaborating with internal teams and third parties. To provide professional accounting services to clients, ensuring accuracy, efficiency, and compliance with deadlines while maintaining an inclusive and collaborative approach.

Responsibilities

Delivering agreed services to clients; Maintenance of client records and reconciliation of ledgers; Preparation of Management accounts and consolidation of financial reports and regulatory returns; Preparation of Statutory accounts; Preparing, reviewing and processing journals and reference data on ledger; Approving payments in line with relevant delegated authority and monitoring/resolving outstanding invoices/statements; Monitoring cash movements and balances and escalating to the Client Manager when required; Processing payroll on behalf of clients; Liaising with regulatory bodies, auditors and clients; Ensuring procedures and controls are documented, followed, and updated; Keeping abreast of regulatory changes and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner; Ensuring controls are as required and resolve any issues; Assisting with recruitment, training, development, and succession planning; Assisting with audits for clients; Other ad-hoc projects and tasks

Requirements

Qualified accountant or qualified by experience; Experience of preparing management accounts and Annual reports and financial statements; A keen eye for detail and strong organisational skills; High professional ethics; Customer focused; Able to prioritise and plan to meet deadlines, even when they conflict; A team player with excellent verbal and written communication skills; Strong problem-solving skills; Excellent MS Excel/Word/Outlook skills; Demonstrates behaviours aligned to the PoloWorks PRIDE values

Nice to have

Knowledge of general insurance finance, including regulatory returns; Good knowledge of SUN/Q&A accounting software

Benefits

Discretionary annual bonus; minimum 24 days annual leave with option to buy more; flexible hybrid working; private health insurance; life assurance; income protection; enhanced pension contributions; occupational maternity and paternity pay; access to 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