The Role
Administers and develops the Sage Intacct finance system, managing user access, permissions, segregation-of-duties controls, master data, workflows, reporting, and period-end processes. Provides system training, onboarding, user support, configuration enhancements, and finance systems expertise across the business. Collaborates with Finance, IT, and stakeholders to maintain data integrity, compliance, and efficient financial workflows.
Summary Generated by Built In
The Finance Systems Analyst at PoloWorks is responsible for the administration, governance and ongoing development of the company’s finance system, Sage Intacct.
This role ensures system integrity, appropriate user access, accurate financial data and efficient workflows, while acting as a subject matter expert and key point of contact for finance system users across the business.
Key Responsibilities
User Access & Security Management
• Set up new finance employees as business users within finance systems.
• Set up new employees as timesheet users and manage timesheet approvers.
• Process access change requests and maintain appropriate system permissions.
• Perform quarterly access reviews to ensure compliance with internal controls.
• Conduct segregation of duties (SoD) reviews and maintain related controls.
System Administration
• Administer and maintain:
• Set up new finance employees as business users within finance systems.
• Set up new employees as timesheet users and manage timesheet approvers.
• Process access change requests and maintain appropriate system permissions.
• Perform quarterly access reviews to ensure compliance with internal controls.
• Conduct segregation of duties (SoD) reviews and maintain related controls.
System Administration
• Administer and maintain:
- Timesheet codes
- Sales invoice set-up and amendments
- General Ledger (GL) account set-up and changes
- Bank detail input and updates
- Dimensions and custom field changes
- Smart events and system triggers
- Statement of Work (SoW) codes and employee access
Master Data Management
• Set up and maintain new customer records.
• Set up and maintain new supplier records.
• Support the set-up and onboarding of new legal entities.
Workflow & Period-End Management
• Manage and maintain finance system workflows.
• Support the closing of financial periods within the system.
• Input month-end exchange rates and obtain Group approval for posting.
Reporting & Development
• Deliver ad hoc system development and configuration enhancements.
• Develop, maintain and improve system reports to support finance and business requirements.
Training & Support
• Provide system training and onboarding for new users.
• Act as the finance systems subject matter expert, providing ongoing user support and guidance.
• Set up and maintain new customer records.
• Set up and maintain new supplier records.
• Support the set-up and onboarding of new legal entities.
Workflow & Period-End Management
• Manage and maintain finance system workflows.
• Support the closing of financial periods within the system.
• Input month-end exchange rates and obtain Group approval for posting.
Reporting & Development
• Deliver ad hoc system development and configuration enhancements.
• Develop, maintain and improve system reports to support finance and business requirements.
Training & Support
• Provide system training and onboarding for new users.
• Act as the finance systems subject matter expert, providing ongoing user support and guidance.
Skills, Knowledge and Expertise
• Experience working with finance or ERP systems (e.g. timesheet, invoicing and General Ledger platforms).
• Strong understanding of finance processes and internal controls.
• Knowledge of user access management, segregation of duties and audit requirements.
• Experience in report development and system configuration.
• High attention to detail with strong analytical and problem-solving skills.
• Ability to work effectively with Finance, IT and wider business stakeholders.
• Highly organised with the ability to manage multiple priorities.
• Proactive, reliable and solutions-focused.
• Strong communication and training skills.
• A finance qualification is desirable but not essential.
• Strong understanding of finance processes and internal controls.
• Knowledge of user access management, segregation of duties and audit requirements.
• Experience in report development and system configuration.
• High attention to detail with strong analytical and problem-solving skills.
• Ability to work effectively with Finance, IT and wider business stakeholders.
• Highly organised with the ability to manage multiple priorities.
• Proactive, reliable and solutions-focused.
• Strong communication and training skills.
• A finance qualification is desirable but not essential.
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 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 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.
About
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.
Skills Required
- Experience working with finance or ERP systems, including timesheet, invoicing, or General Ledger platforms
- Strong understanding of finance processes and internal controls
- Knowledge of user access management, segregation of duties, and audit requirements
- Experience in report development and system configuration
- Strong analytical, problem-solving, and attention-to-detail skills
- Ability to collaborate effectively with Finance, IT, and wider business stakeholders
- Strong communication and user training skills
- Finance qualification
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The Company
What We Do
PoloWorks provides business advisory and outsourced services to (re)insurers and brokers within the insurance lifecycle, operating in the Lloyd’s and companies markets.
