Finance Analyst

Healix Health; Esher; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading corporate healthcare company is seeking a Business Reporting Financial Analyst to join their Finance Team in Esher. The role involves designing KPIs, building Power BI dashboards, and providing actionable financial reports to support strategic decisions. Ideal candidates should have at least 2 years' experience in financial analysis, strong Excel skills, and a basic understanding of accounting principles. If you're passionate about data and continuous improvement, apply now to help transform financial reporting.

Benefits

Healthcare benefits

Dynamic working environment

Professional development opportunities

Qualifications

• Minimum 2 years’ experience as a financial or reporting analyst.
• Basic understanding of accounting principles, supported by an accounting qualification.
• Ability to interpret complex data for clear insights.

Responsibilities

• Design and develop new Business Intelligence KPIs for insights.
• Build and maintain Power BI dashboards.
• Deliver accurate, timely reports for informed decision-making.

Skills

Financial analysis experience

Strong Excel skills

Proficiency with Power BI

Communication skills

Data interpretation

Education

Accounting qualification or equivalent training

Tools

Power BI

SQL

Job description

Job Description

Location: Healix Group, Healix House, Esher Green

About Healix

Healix Health was founded in 2000 by Dr. Paul Beven and Dr. Peter Mason – two clinicians who understood that healthcare works best when it’s personal, not prescriptive. After launching Healix International in 1992 to provide global medical and risk support, they went on to create Healix Health: a UK‑based specialist in corporate healthcare trusts. Our combined medical and risk management expertise places us in a unique position to deliver cost‑efficient solutions without compromising high quality support for the end‑user. As a result, we have an impressive list of clients across corporate, government, NGO and insurance sectors. With a team of over 150 dedicated professionals, we are committed to excellence, integrity, and patient‑centred service.

Are you passionate about turning data into actionable insights? We’re excited to offer a newly created opportunity for a Business Reporting Financial Analyst to join our growing Finance Team. As our business expands, we’re investing in advanced financial reporting capabilities to enable smarter, faster decision‑making across the organisation. This is your chance to make a real impact—designing innovative reporting solutions, shaping KPIs, and driving improvements that influence strategic decisions at every level.

What We’re Looking For

Essential skills and experience:

• Minimum 2 years’ experience as a financial or reporting analyst.
• Basic understanding of accounting principles, supported by an accounting qualification or equivalent training.
• Strong Excel skills and proficiency with financial reporting tools such as Power BI or Planning Analytics.
• Ability to interpret complex data from multiple sources and provide clear, actionable insights.
• Excellent written and verbal communication skills, with the ability to explain financial information to non‑financial audiences.
• Passion for building efficient, coherent reports and combining multiple data sources effectively.

Desirable Skills

• Experience with SQL or Microsoft Query for data extraction and manipulation.
• Working towards a professional qualification such as ACCA or CIMA.

Why join us?

This is an exciting time to become part of our team. You’ll work in a dynamic environment where change is embraced, and your ideas can make a real difference. We live by our values—Bold, Clear, Genuine, Considered, Passionate, and Respectful—and we’re looking for someone who shares these principles while helping us shape the future of financial reporting.

If you’re analytical, pragmatic, and thrive on continuous improvement, we’d love to hear from you. Apply today and help us transform the way we use data to drive success.

About The Role

What you’ll do

In This Role, You Will

• Design and develop new Business Intelligence KPIs to provide clear, actionable insights.
• Build and maintain Power BI dashboards and reports from the ground up—connecting data sources, transforming data, and creating meaningful visualisations.
• Deliver accurate, timely, and insightful reports that empower stakeholders to make informed decisions.
• Support forecasting and budgeting processes, ensuring alignment with growth objectives.
• Dive deep into financial data and processes as we transition to a new system—unlocking opportunities to streamline workflows and improve reporting accuracy.
• Provide ad hoc analysis to support strategic initiatives across the business.
• Collaborate closely with the accounting team to ensure precision and consistency in financial reporting.

About The Company

We offer UK employee healthcare benefits, and travel, medical and security assistance in every corner of the globe. Our purpose is to help people in difficult situations – whether that’s a cancer diagnosis, a need for medical assistance when they’re far from home, or being caught up in conflict or natural disaster. We talk to them, support them, and make sure they get the help they need. If necessary, we’ll pull them out and bring them home.

We’re co‑ordinators and problem‑solvers: experts at navigating the global health and security landscape. Our teams of doctors, nurses, travel and medical co‑ordinators and security experts make sure that your people will be looked after, whatever happens supported by technology designed help individuals, not slot them into a predetermined solution. We work with governments, broadcasters, NGOs, international corporations, major insurers and more. No two clients are the same: we adapt our services to their needs. More importantly, we adapt to the practical and human needs of the individuals we protect. Most of us are on the front line; we keep our back office lean. We don’t use scripts, and we don’t time calls. We never lose sight of the fact that we’re dealing with real people.

Company Culture

Instead, we focus on ensuring our highly trained specialists have the space and time they need to be effective. We let them use their initiative to get the job done, because the situations they face often throw up unexpected challenges – and no protocol survives contact with the real world. Our clients have thousands of employees and customers, at home and abroad, so they need a business big enough to handle any situation. But they chose Healix because they also need an organisation that’s personal enough to care. Our people are driven to do things in the best way, not the way they have always been done. We work hard, and our efforts are rewarded with great development opportunities and a supportive team spirit. We want to nurture this friendly and dynamic company culture so that we can continue to attract diverse talent with a breadth of knowledge and world‑class skills. As a part of Healix, you can expect a range of excellent benefits and an environment where people really do care.

Required Criteria

• Brings at least 2 years of experience as a financial or reporting analyst.
• Demonstrates a basic understanding of accounting principles, supported by any form of accounting qualification or equivalent training.
• Is genuinely passionate about building new reports in an efficient and coherent way, with a solid understanding of data structures and the ability to combine multiple data sources effectively.

Desired Criteria

Closing Date: Friday 19th December, 2025

Contract Type: fulltime

Salary: Based on Experience