Management Accounts: Preparing and reviewing monthly management accounts, profit and loss statements, balance sheets and financial reporting packs.

Premium Reconciliations: Overseeing the reconciliation of insurance premiums received, ensuring accurate allocation and reporting of premium income.

Claims Financial Reporting: Monitoring claims-related financial transactions, reviewing claims payments and ensuring accurate financial records.

Broker & Insurer Reconciliations: Managing financial reconciliations between brokers, insurers, underwriters and other third-party providers.

Month-End & Year-End: Taking ownership of month-end and year-end processes, including journals, accruals, prepayments and balance sheet reconciliations.

Budgeting & Forecasting: Preparing annual budgets, financial forecasts and cash flow projections, monitoring performance against business targets.

Cash Flow Management: Monitoring cash flow, premium income, outstanding balances and payment cycles.

Regulatory Compliance: Ensuring financial processes comply with relevant insurance industry regulations and reporting requirements, including FCA requirements where applicable.

Financial Controls: Maintaining robust internal controls, financial procedures and accounting policies to minimise financial risk.

Commission Management: Overseeing broker commissions, introducer fees and other insurance-related payments, ensuring accuracy and timely processing.

Audit & Statutory Reporting: Coordinating external audits, preparing statutory accounts and ensuring financial records are maintained accurately.

Team Management: Managing and supporting the finance team, overseeing daily workloads and ensuring financial deadlines are achieved.

Business Partnering: Working closely with underwriting, claims and senior management teams to provide financial analysis and support commercial decisions.

Process Improvements: Reviewing existing finance systems and processes, identifying opportunities to improve efficiency, accuracy and financial controls.