Job Description

Description

We are seeking an experienced, proactive and detail-oriented Finance Associate to support the Finance team during a period of system change and ongoing operational activity. This role will be responsible for the accurate and timely processing of financial transactions across purchase and sales ledgers, supporting month-end activities, and assisting with basic system testing as part of our finance transformation programme.

Key Responsibilities

Reconcile supplier and customer accounts to ensure accuracy and resolve discrepancies.
Support the wider finance team with ad hoc administrative and operational tasks as required.

Purchase Ledger:

Process supplier invoices with accurate coding, approvals, and timely posting into the finance system.
Resolve invoice queries and maintain up-to-date supplier accounts.

Sales Ledger:

Raise and process sales invoices, ensuring completeness, accuracy, and prompt issue to customers.

Month-End Support:

Assist with accruals and prepayments to support accurate financial reporting.

Testing & System Support:

Execute basic system testing activities following defined scripts to validate functionality.
Log and report any issues identified during testing to relevant SMEs.
Support SMEs in preparing the system for sign-off of more complex testing scenarios.

Skills, Knowledge and Expertise

2-3 years' experience in a finance role with hands-on sales and purchase ledger responsibility.

Experience gained within an industry/commerce environment.

Strong understanding of basic accounting principles, including accruals and prepayments.

High attention to detail with excellent accuracy in processing and data entry.

Confident using finance systems, with system names listed on CV an advantage.

Strong Excel skills (lookups, pivots, reconciliations).

Ability to follow structured testing scripts and work methodically.

Good communication skills and confidence working collaboratively in a team.



AAT Level 3 qualification (minimum) preferred; candidates qualified by experience will also be considered.


Experience working within a finance function during a system change or ERP implementation is highly desirable.
Any exposure to management accounting tasks is advantageous.

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

Benefits

As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy or sell up to 5 days using our Annual Leave Flex Benefit), 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 Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.



Benefits band 1

About 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.


Recognised as a

Great Place to Work certified company

and listed among the

Best Workplaces in Financial Services & Insurance

, PoloWorks is proud of its positive culture and commitment to its people. 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.

It's our mission to unleash the potential in every team, 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, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.