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Finance Analyst


Job description

The Opportunity

This is an exciting opportunity to join the expanding Client Finance Team, in which the successful candidate will provide a professional accounting service to Clients.

This includes ensuring you complete all responsibilities, services and deliverables below in an accurate, timely, relevant, compliant and cost-effective manner

We are a people-centric culture of togetherness, empowerment, and involvement. It is our team that makes PoloWorks.

Key Responsibilities

Maintain accounting records

Prepare and check and process transactions and reference data on ledger

Reconcile balance sheet and P&L items

Settle payments in line with relevant delegated authority and monitor/resolve outstanding invoices/statements

Issue invoices/statements and monitor, chase and resolve outstanding balances

Match receipts to debts

Monitor cash balances

Assist with the preparation of management accounts, dashboards, KPIS, regulatory returns, cash analysis and forecasts

Assist with on-boarding of new clients and closedown of ceased clients.

Look for ways to improve receivables/services/deliverables/controls or decrease costs and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner.

Assist with ensuring receivables/services/deliverables/controls are as required and resolve any issues.

Assist with internal/external audits for clients/Polo.

Experience & Skills

Experience working within finance in an insurance setting is desirable

Knowledge of SUN/Q&A accounting software is desirable.

High professional ethics

Good people person

Customer focused

Able to prioritise and plan to meet deadlines, even when they conflict

Good communicator and team player with a committed, professional and positive attitude

Effective problem solving skills

  • Excellent MS Excel/Word/Outlook skills
  • 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 Focussed- we provide services we are proud of
  • Empowering – we equip people to be their best

What you’ll get in return

As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), 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 employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.

Who are PoloWorks?

PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.

As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.

Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.

With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.

PoloWorks is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide our team a work environment free from prejudice, discrimination, and intimidation so they can do their best work and live happy lives. Inclusivity and equality are important to us, and we don’t tolerate behaviours that don’t follow these values.

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