PoloWorks

Financial Planning and Analysis

• Assess and document PoloWorks’ existing financial model, including source data, dependencies, allocation logic, outputs and control weaknesses
• Agree the target design and migration approach with Corporate Finance, the GL team, Operations and relevant system owners
• Rebuild and roll forward the Excel model using transparent, maintainable structures
• Establish controlled mappings for employees, contracts, Statements of Work, clients and reporting classifications
• Diagnose and correct broken references, formula errors and data-quality issues
• Establish a repeatable process to extract and load actual time allocations from Sage Intacct timesheets
• Allocate staff costs to contracts and SOWs using approved timesheet data and an agreed methodology
• Load actual costs from the general ledger and supporting schedules, reconciling source and allocated costs
• Maintain treatment of direct and indirect costs, non-project time, overheads, new business, starters, leavers and contractors
• Operate validation and exception controls for missing data, invalid mappings, duplicate records and cost omissions or duplication
• Prepare baseline estimates for future quarters using historical actual allocations
• Provide controlled inputs for Senior Finance Business Partners to refine future allocations
• Maintain forecast logic based on approved allocations, staffing assumptions and cost schedules
• Load and cost signed-off vacancies and approved additional FTE roles
• Import and validate approved schedules from the GL team and Senior Finance Business Partners
• Produce contract- and SOW-level P&Ls covering revenue, allocated costs, bonus, gross margin, margin percentages and FTE
• Maintain actual, budget and forecast reporting by client, division, vertical and sub-vertical
• Produce variance and exception reporting for Senior Finance Business Partners
• Maintain reconciliations to the general ledger, timesheet data and supporting schedules
• Document calculation logic, data sources, assumptions, mappings and operating procedures
• Maintain version control, change logs, testing evidence and approval of material changes
• Train Senior Finance Business Partners to use controlled inputs and outputs and provide cross-training
• Protect confidential employee, salary and commercial information
• Use Microsoft Copilot and other approved AI tools for model development, review, testing, documentation and process improvement, independently validating outputs
• Use Excel functionality and approved tools to create repeatable data-import, mapping, validation and reporting processes

Explore Senior Financial Modelling Analyst at PoloWorks. Review requirements and application details.

Senior Financial Modelling Analyst

Compliance

• Support the Director of Compliance and Head of Oversight and International Compliance in daily compliance operations
• Develop and maintain compliance capabilities and support exceptional outcomes for clients, customers and employees
• Support growth and development of the client base, including international regulations and requirements
• Ensure PMA compliance with applicable financial services laws and Lloyd’s requirements in Singapore and Japan
• Monitor and report on the firms’ Lloyd’s compliance
• Oversee day-to-day activity across PMA, including international compliance
• Support delivery of the annual Compliance and Monitoring Plan
• Coordinate monitoring, breaches, returns and reporting
• Deliver Lloyd’s regulatory returns by deadlines
• Oversee regulatory registrations, approvals and notifications for international Lloyd’s business
• Develop relationships with international regulators
• Embed regulatory compliance into operational processes and procedures
• Advise and challenge management on compliance and non-compliance
• Promote Lloyd’s compliance knowledge and culture
• Develop and enhance Compliance Policies and Procedures
• Oversee and support governance structures and annual timetables
• Develop and maintain a Lloyd’s compliance monitoring framework with appropriate reporting
• Provide regulatory guidance for new business projects and initiatives
• Analyse new requirements and guidance and their effect on the business
• Track progress, priorities and workload and ensure monitoring, reporting and actions are completed

Explore Senior Compliance Executive, Lloyd's at PoloWorks. Review requirements and application details.

Open roles

Senior Financial Modelling Analyst

Senior Compliance Executive, Lloyd's