Polo

Syndicate Financial Controller Department: Managing Agency Employment Type: Permanent Location: London Description The Syndicate Financial Controller ("SFC") manages all aspects of the reporting and accounting for two to three of PMA's managed syndicates. The responsibilities involve controlling the production of GAAP accounts, Lloyds regulatory returns, and external reporting for the Syndicate Management Committees and Audit Committee and maintaining an effective control environment. This is a client-facing role; Polo Managing Agency is a Third-party Managing Agency, managing syndicates on behalf of third-party capital providors. The role requires a deep knowledge of insurance accounting and Lloyd's reporting. This role requires liaison across several divisions of the Polo group to facilitate the timely production of accurate financial information and working in a growing company and in a change-focussed environment. The role will be supported by a Syndicate accountant in London and a team of accountants based in Cheltenham who are primarily responsible for compiling and producing the syndicate financial and regulatory reports. This is a hybrid role with a candidate expected to work a minimum of three days per week in office. Key Responsibilities Manage all aspects of the Polo managed syndicate's reporting and accounting. Assist in onboarding new syndicates, and potentially helping syndicates migrate to their own Managing Agent (if that is their longer term strategy) Review and recommend for submission all Lloyd's quarterly and annual regulatory returns. Standardization of external reporting; Review/approval of CFO/FD/Finance reports, Audit Committee Financial Reports. Effectively manage the quarterly close process and reporting requirements, and in doing so, manage, execute and dictate process, timetables and deliverables to all stakeholders - internally and externally. Manage the external audit timetable and process across all departments that contribute to the audit client schedule list. Work closely with the FD to manage the syndicate auditors and the resolution of audit issues arising as required. Working in conjunction with the FD to on-board the accounting and reporting requirements for any newly acquired syndicates. Assist with technical accounting for transactions, including RITCs, and develop Board papers accordingly. Working with the wider syndicate finance teams to develop and streamline reporting processes in a standardised and uniform manner. Driving the development of reporting systems and processes capable of meeting the demands of an evolving business area. Provision of timely high quality management accounting information to all business units using the Syndicates together with extensive business partnering between finance, actuarial, data/MI and claims teams. Own, drive and continuously seek to improve the Syndicates reporting processes. Production of timely, insightful, and strategic financial MI for management and the Board. Ensure appropriate Financial Controls are in place and operating effectively (in line with the Group financial controls framework) and where required, identify, and close any financial control gaps affecting financial reporting, forecasting and out of tolerance financial risks. Develop a suite of financial risk management reports / dashboards covering risk of financial misstatement, liquidity risk, capital risk, credit risk and tax working collaboratively with subject matter experts from other Group teams. Lead, motivate and develop the team including managing their engagement through the embedding of new/improved financial processes. Effective change agent - comfortable working in an agile way. Skills, Knowledge and Expertise Degree level, fully qualified accountant with 5-10 years + PQE. Essential to be experienced in Syndicate/Lloyds and Insurance reporting. Strong GAAP technical knowledge and good regulatory understanding - specifically within insurance. Highly numerate and analytical, disciplined, and organised, strong system understanding, proven leadership capabilities, ability to communicate and motivate across all levels of the business. Team player with a demonstrable ability to work under pressure and be flexible. Good verbal and written communication skills.

FP&A Business Partner Department: Managing Agency Employment Type: Permanent Location: London Description The holder of the position will report to the PMA Finance Director. The FP&A Business Partner will work closely with the PMA Finance Director, PMA Director of Underwriting, PMA Director of New Business and other senior finance personnel to produce planning data and Lloyd's returns for Polo Managing Agency's third-party syndicates. The planning data will include forecasts to Ultimate and GAAP Forecasts. The FP&A Business Partner will also be responsible for supporting the Polo Managing Agency with building capability and scale within the London based agency (PMA), and within the Cheltenham based service company (PCIS). This will involve establishing standardized models and processes and helping to roll-these out across multiple syndicates and amongst the wider Finance team at PCIS and PMA. Key Responsibilities Act as the main point of contact between PMA and third-party Syndicates on all matters financial planning and analysis relevant to Lloyd's reporting, (with the PMA Finance Director). Working with PMA Finance, including the PMA-FD and Syndicate FCs to prepare: annual planning and quarterly re-forecasting exercises, incorporating Solvency II / Solvency UK requirements forecast and planning information for existing clients and the relevant Lloyd's returns (e.g. Cashflows in the QMA, Ultimates in the QMB, GAAP forecasts in the "Flash"), forecast and planning information for new PMA clients seeking permission to underwrite at Lloyd's. Establish a standardized PMA-GAAP Forecast model that can be used across multiple clients, existing and future, and that can be rolled out to the Polo services company (PCIS). Assist FCs with Syndicate result's commentary (plan v actual), Board/Committee reporting Help establish 3rd Party FP&A capability in PCIS, working with the PCIS Head of Client Finance (based in Cheltenham) and PMA Finance Director (based in London). Skills, Knowledge and Expertise Qualified Accountant. A critical thinker with the ability to deal with challenge when dealing with senior stakeholders. Experience in FP&A including within the Lloyd's market including knowledge of the relevant Lloyd's returns. Proficient back-end user of financial software (e.g. Anaplan, SUN, PowerBI) and the ability to create tailored reports and dashboards to support the end user. Strong written communication skills. Strong oral communication skills. Collaborative and cooperative approach to all interactions both within and outside the organisation Ability to enforce change and offer appropriate solutions. Ability to communicate effectively with stakeholders of various seniority. Needs to be highly organized and deadline focused.

Head of Risk Management Department: Risk & Compliance Employment Type: Permanent Location: London Reporting To: Adam Tanner Compensation: £120,000 / year Description At PoloWorks, we're looking for a forward-thinking and experienced risk professional to lead our Risk Management function. Reporting to the Director of Risk and Compliance, you'll be instrumental in enabling PoloWorks and our managed Lloyd's Syndicates to navigate strategic risks and ensure robust control frameworks are in place. This is a high-impact leadership role, offering the opportunity to influence cross-functional teams, drive meaningful change, and contribute directly to regulatory and strategic priorities. Based in our London office, you'll lead a talented team and work closely with senior stakeholders across the business to build resilience and deliver lasting value. Key Responsibilities Lead and support the Risk Management function in the effective and efficient operation of the risk management framework, providing challenge and identifying areas for improvement. Lead and support the onboarding of Lloyd's Syndicates and their integration into the PoloWorks risk management framework Lead and support the quarterly risk management process (including risk owner meetings) and other internal and external deliverables. Lead and support the cross-functional teams in order to document, evidence and assess the business' internal control environment. Lead and support the risk analysis process using quantitative data and qualitative information, setting the results into appropriate context. Lead and support the production of relevant committees risk reporting (Capital Committee, Syndicate Management Committee and Risk Committee) Recommend and implement process and analytic improvements Lead and support the analysis of risk events and near misses / link to risks on the risk register and as well the Risk function's work on deep dives. Lead and support the Own Risk & Solvency Assessment (ORSA) reporting processes Lead and support the development of policies and processes to ensure that they continue to support the business in its compliance with regulatory requirements. Lead and support the Internal Model validation process. Day-to-day management and oversight of Risk Management resources and deliverables Skills, Knowledge & Expertise Understanding of insurance business models, operations and underwriting products Ability to work independently with limited supervision and as part of a team Ability to respect the need for discretion and handle confidential information Good communication skills, both orally and in writing Good working knowledge of MS Office applications Good attention to detail, particularly with regard to the presentation of work Attention to detail and a proactive approach to problem-solving Ability to prioritise and work to strict deadlines Demonstrates behaviours aligned to the Polo Works 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 Job Benefits As well as a competitive salary, discretionary annual bonus, and 25 days of annual leave (with the option to buy more), 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 employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.