Senior Manager Client Finance

Department: Client Finance

Employment Type: Permanent

Location: Cheltenham

Description

Key Responsibilities

• To lead the team providing financial reporting processes for insurance companies across Polo Works, providing leadership and technical guidance to all staff working on these clients. Where remediation, or process redesign is required, this role is expected to lead the change, working with internal and external stakeholders to resolve any issues.
• Primary review of the financial results for non-Lloyd’s clients, including oversight of the process to ensure integrity and delivery of all regulatory and statutory financial reporting for the entities under management
• Responsibility for managing financial compliance
• Working with Client Finance Managers, play a leading role in the onboarding of new clients, reviewing/establishing accounting policies, overseeing and establishing an appropriate level of documentation and controls within the client finance team, resolving reporting/processing issues and embedding this into BAU   
• Preparation of Board and Audit Committee papers, attending either meeting if required
• Reviewing and (where relevant) improving financial controls on a rolling basis
• Liaison with external auditors on the audit and any relevant internal audit reviews
• Management of related tax return data requests
• Management of the preparation, interpretation, maintenance and application of accounting policies in accordance with current accounting standards          
• Work closely with clients on the interpretation of any new accounting standards, preparing technical papers and aligning processes to meet the new requirements
• Playing a leading role in finance projects, including IT Financial systems development where relevant
• Oversight of the work in the team, but getting into detail, resolving issues and working with clients where required
• Training and developing the team in insurance related skills at every opportunity
• Working with the Head of Client Finance and the learning and development team to understand skills gaps, identify suitable training and strengthen team knowledge

Skills, Knowledge and Expertise

• Qualified Accountant (ACA, ACCA, CIMA or equivalent).
• Experience within the insurance industry, ideally in a financial reporting environment.
• Strong knowledge of insurance accounting and regulatory reporting requirements.
• Proven experience leading and developing teams.
• Experience driving change, improving processes and implementing controls.
• Ability to build credibility and influence senior internal and external stakeholders.
• Excellent analytical and problem-solving skills.
• Strong organisational skills with the ability to manage multiple priorities.
• Exceptional attention to detail.
• Confident decision-maker with a proactive approach.
• Strong verbal and written communication skills.
• Collaborative leadership style with a commitment to developing others.
• High levels of integrity and professional judgement.
• Advanced Microsoft Excel skills.

Benefits