Commercial Finance Analyst

Vitality; Poole; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading health insurance company is seeking a Commercial Finance Analyst to support vital reporting and analysis. This role involves coordinating multiple reports, cash flow management, and delivering comprehensive financial insights while fostering a flexible and inclusive work environment. The ideal candidate will have a background in accounting and strong analytical skills, contributing to the overall success of the finance team.

Benefits

Bonus schemes

Pension contributions up to 12%

Vitality health insurance

Life Assurance

Qualifications

• Experience in an accounting environment.
• Ownership and accountability in tasks.
• Ability to handle multiple tasks efficiently.

Responsibilities

• Support delivery of monthly and quarterly performance reports.
• Review daily cash flows and prepare reconciliations for investments.
• Provide cover for financial reporting and bonus processes.

Skills

Financial Reporting Accuracy

Data Analysis efficiency

Ability to work within tight deadlines

Attention to detail

Problem-solving skills

Excellent communication skills

Ability to multitask

Education

Accounting qualification (AAT, ACCA, CIMA) preferred

Job description

Team - Health Finance

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

We are happy to discuss flexible working!

Top 3 skills needed for this role:

• Financial Reporting Accuracy
• Data Analysis efficiency
• Ability to work within tight deadlines

What this role is all about: As a Commercial Finance Analyst, you will support the delivery of the monthly Vitality Health Performance Pack, the quarterly Vitality Health CEO report, other forms of reporting within VitalityHealth, and provide cover as required for bonus calculations and reporting within Distribution.

Key Actions

Performance Pack

• Coordinate compilation of the monthly Performance Pack, including:
• Preparation & distribution of the reporting timetable
• Collection & review of data from contributors
• Assist in creating PowerPoint presentations

Working Capital/Short-Term Investments

• Review daily cash flows and create bank transfers to ensure sufficient funds
• Prepare reconciliations & monthly journals for short-term investments

Ad-hoc Commercial Analysis

• Support the team in producing reports like monthly P&L, cash flow analysis, etc.

Cross Cover

• Provide cover for bonus processes and financial reporting as needed

What do you need to thrive?

• Experience in an accounting environment
• Ownership and accountability
• Attention to detail
• Problem-solving skills
• Excellent communication skills
• Ability to multitask
• Accounting qualification (AAT, ACCA, CIMA) preferred but not essential

So, what’s in it for you?

• Bonus schemes
• Pension contributions up to 12%
• Vitality health insurance
• Life Assurance

Visit our careers page for more benefits. Fantastic Benefits. Exciting rewards. Great career opportunities!

We promise to support your health, growth, and success with us, creating a flexible, inclusive environment that values your contribution and well-being.