Legacy IBA Account Handler
Core
Managing historic accounting positions and supporting the run-off and closure of acquired businesses within the finance function.
Role type
Senior IC finance account handler (run-off)
Builds
Run-off outcomes for acquired businesses
Domain
Insurance / Financial Accounting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
aged ledger balance management, insurance finance experience, complex accounting investigation, client money regulation compliance, FCA requirements knowledge, credit write-back management, financial data analysis, stakeholder negotiation
Preferred skills
AAT qualification, report production, deadline management
Technologies
accounting ledgers
Responsibilities
Review and clear outstanding balances across client, insurer and third-party accounting ledgers; Scope, plan and prioritise accounting activities to support run-off projects and aged debt resolution; Investigate complex accounting issues and identify practical, compliant solutions; Negotiate with internal and external stakeholders to achieve positive commercial and financial outcomes; Ensure historic accounting activity complies with client money regulations and FCA requirements; Monitor and manage credit write-back activity in line with approval processes and regulatory standards; Produce timely management information and project updates for reporting purposes.
Seniority
Mid-level, hands-on IC