Senior Manager Client Finance

PoloWorks provides outsourced services within the insurance industry. Due to business growth, we are seeking a Senior Manager - Client Finance to join our team. This role reports to the Head of Client Finance and is responsible for overseeing financial reporting, processes, and controls across non-Lloyd’s clients.

The ideal candidate will have extensive experience in insurance accounting, strong leadership skills, and the ability to engage effectively with both internal and external stakeholders.

Key Responsibilities

Lead the team responsible for financial reporting for insurance companies, providing guidance and support to all staff working on these clients.

Drive process improvements and lead remediation efforts in collaboration with internal and external stakeholders.

Oversee the financial results for non-Lloyd’s clients, ensuring accuracy and compliance with regulatory and statutory requirements.

Ensure adherence to financial compliance standards.

Play a key role in onboarding new clients, including reviewing and establishing accounting policies, documentation, and control frameworks.

Prepare Board and Audit Committee reports and attend meetings as required.

Continuously review and enhance financial controls.

Coordinate with external auditors on audits and internal audit reviews.

Manage tax-related data requests.

Ensure accounting policies align with current accounting standards and collaborate with clients on new regulatory requirements.

Lead finance-related projects, including IT financial systems enhancements.

Provide oversight while being hands-on in resolving issues and engaging directly with clients as needed.

Support the development of team members by fostering growth in insurance-related skills.

Work with the Head of Client Finance and Learning & Development teams to identify training needs and implement skill-enhancing initiatives.

Key Relationships

PoloWorks clients and external stakeholders

Head of Client Finance, Client Finance team, and wider PoloWorks teams

Team Leadership and Management

Culture and Values

• Foster an inclusive, collaborative, and pioneering workplace that values diversity and continuous growth.
• Encourage open communication, mutual respect, and a strong sense of belonging.

Performance Management

• Lead and motivate team members to achieve performance goals.
• Set clear expectations, conduct regular check-ins, and provide constructive feedback.
• Address underperformance and recognise excellence.

Recruitment, Workforce planning & Learning and Development

• Support recruitment, onboarding, and induction to integrate new hires effectively.
• Manage schedules and approve leave requests while ensuring operational balance.
• Identify training needs and promote continuous learning through career development and succession planning, empowering your team to unlock their full potential.

Communication and Collaboration

• Bridge communication between senior management and the team.
• Foster collaboration, resolve conflicts, and conduct regular, effective team meetings.
• Facilitate change through personal commitment and support of organisational initiatives.

Experience & Skills

5+ years of experience in an insurance industry financial reporting role.

Strong understanding of regulatory returns.

Proven experience in leading and managing teams.

Ability to drive and implement change.

Strong organizational skills with the ability to manage multiple tasks effectively.

Exceptional attention to detail and analytical skills.

Ability to work independently and solve problems proactively.

Strong collaboration and teamwork skills.

Adaptability to work under pressure in a fast-paced environment.

Self-motivated with a commitment to efficiency.

Effective verbal and written communication skills.

High level of integrity and commitment to ethical decision-making.

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 & Qualifications

Qualified accountant.

Proficiency in Microsoft applications, particularly Excel.

It's our mission to empower our colleagues to achieve their potential and we know that teams perform best when they are diverse, and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, therefore we are committed to building an inclusive culture where everyone is empowered to do meaningful work and is recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone

Reports to: Head of Client Finance

Location: Cheltenham

Band: 4