Finance Assistant - Hybrid

Finance Assistant

Time commitment: 37.5 hours a week

Hybrid working: Flexible with office working at least once a week and 2 days on the fourth week

Salary: up to £25,000

Location: Cheltenham

Polo Works 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 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 Polo Works 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, Polo works has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.

Job Summary

To provide a professional ledger management service to the corporate finance team. This includes ensuring you complete all responsibilities and deliverables below in an accurate, timely & compliant manner.

Main Responsibilities

• Raising sales ledger invoices
• Prepare purchase invoices for recording and coding on a daily basis
• Prepare supplier statements for monthly reconciliation
• Assist with payment runs
• Sales ledger reconciliation
• Resolving customer payment queries
• Monitoring cash balances
• Run credit checks on new suppliers and customers and set up on accounts on accounting system
• Build and maintain effective working relationships with clients, third parties and other Polo staff
• Ensure procedures and controls are documented, followed, reviewed and updated
• Undertake ad-hoc projects and tasks as required

Essential:

• High professional ethics
• Experience of Sales & Purchase Ledger
• 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
• Competent MS Excel/Outlook skills

Desirable:

• Knowledge of SUN financial system or previous ledger management system
• Experience of assisting with new system implementations – e.g. data migration/reconciliations, testing

Must be able to pass financial clearance. References past 10 years.

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