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Client Finance Analyst


Job description

To 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

Key Responsibilities

Ensure you deliver agreed services to clients in manner described above. Services may include but are not limited to:

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.

Build and maintain effective working relationships with clients, third parties and other Polo staff.

Advise managers of new/changed risks.

Ensure procedures and controls are documented, followed, reviewed, and updated.

Keep up with regulatory changes and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner.

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.

Ensure information security rules are embedded in your work.

Other ad-hoc projects and tasks as required.

Key Performance Indicators

Meeting of client SLA’s

Accuracy rates

Key Relationships


Client Finance Team

Decision Making

Decisions taken within defined guidelines for role and client specific procedures.

Experience and Skills

Experience in general insurance finance is desirable

High professional ethics

Good people person

Customer focused

Commercially aware

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 Focused- we provide services we are proud of
  • Empowering – we equip people to be their best

Knowledge and Qualifications

Knowledge of SUN/Q&A and internet banking is desirable

Job type