Financial Insights Analyst

3 weeks ago


Bournemouth, Bournemouth, United Kingdom Vitality Full time

Team – Finance Business Partners

Working Pattern - Hybrid – 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week.

Top 3 skills needed for this role:

Proficient in engaging with senior stakeholders Expertise in Data Analysis Ability to thrive under pressure while managing a dynamic workload

Overview of the Role:

The Financial Insights Analyst position is crucial for the effective operation of the Finance Business Partnering team. This role plays a significant part in facilitating the collaboration with the Enterprise function, alongside responsibilities for month-end accounting, reporting, and expense reconciliation within the Vitality Services Company. Ideal candidates will possess a proactive mindset, a strong inclination towards process simplification, automation, and digital transformation, along with a genuine interest in the Business Partnering domain.

Key Responsibilities:

Preparation of functional expense prepayments, accruals, and reallocations. Administrative tasks related to systems to ensure efficient expense processing. Support the Senior Finance Analyst and Senior Business Partner in reporting, forecasting, and budgeting tasks. Assist with ad-hoc queries and analytical requests from the Senior Finance Analyst and Senior Business Partner. Conduct Fixed Asset accounting calculations and manage IFRS16 lease accounting. Develop monthly expense performance presentations and RMAR (quarterly regulatory form). Execute monthly tasks including balance sheet reconciliations, intercompany accounts review, and monthly expense recharges, reconciliations, and invoicing.

Essential Qualifications:

Relevant experience in a finance role with a solid understanding of month-end procedures. Comprehensive knowledge of core accounting principles (debits/credits, prepayments, accruals). Strong communication skills to engage effectively with a diverse range of stakeholders. Excellent time-management and organizational abilities to ensure efficient task completion. Demonstrated proactive approach and capacity to operate in a fast-paced environment. Highly analytical with a keen attention to detail and a focus on process improvement. Confidence to challenge existing practices and propose enhancements. Proficient in Excel, capable of managing data and performing analysis using various formulas and tools (e.g., Pivot Tables, Vlookups, SumIfs). What We Offer: Performance-based Bonus Schemes Pension contributions of up to 12% – matching your contributions up to 6% of your salary Award-winning Vitality health insurance with a range of rewards and benefits Life Assurance covering four times your annual salary

These are just a few of the numerous benefits we provide. For a comprehensive overview of our offerings, please visit our careers page. Exceptional Benefits. Exciting Rewards. Promising Career Opportunities.

Our Commitment to You: Support you in achieving your health goals. Foster an inclusive environment that allows you to thrive. Provide flexibility in how, where, and when you work. Assist in advancing your career by leveraging your strengths. Empower you to contribute to our business growth and enhance the workplace. Allow you the freedom to experiment, learn from failures, and grow. Maintain a healthy balance of challenge and support. Recognize and reward your contributions with a competitive salary and outstanding benefits. Be there for you when you need assistance. Offer opportunities for you to make a positive impact in society.

We are dedicated to these commitments because we want you to feel valued and supported in your journey towards happiness and health.



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