Finance Analyst

at  Vitality

KEY ACTIONS

• Monthly Services Company, expenses recharge, reconciliation, and invoicing
• Fixed Asset accounting calculation
• IFRS16 Lease accounting
• RMAR, a quarterly regulatory form, preparation
• Monthly Balance Sheet reconciliation including intercompany accounts, with review of any discrepancies.
• Preparation of monthly Expense Performance Pack slides.
• Drive for automation, simplification, and documentation of all processes.
• Temporarily provide additional support to the Vitality Creditors Team during busy periods including with the preparation of the Vitality Programme P&L.
• Provide support and/or lead on Anaplan projects which is striving for continued automation and digitalisation of several manual tasks within the Finance Team.
• Action adhoc queries requested from the Business Partnering Team, Finance Operations Manager and Audit.

ABOUT US

Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.
We’ve been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives – they benefit, our business benefits, and society benefits. We’re successful because we attract, develop, and retain the best people – and because we care.
Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.

ABOUT THE ROLE

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:

• Analytical skills
• Organisational skills
• Good working knowledge of Excel

WHAT THIS ROLE IS ALL ABOUT:

This Finance Analyst role is integral to the successful performance of the Finance Business Partnering & Finance Operations Team. The role will have a key input into the month end accounting, reporting and reconciliation of the expenses within the Vitality Services Company. The role would suit someone with a keen eye and passion for simplification, automation, and digitalisation of processes.

ESSENTIAL SKILLS NEEDED TO FULFIL THIS ROLE:

• Relevant experience within a finance role & understanding of finance month end procedures
• Complete understanding and comfortability with core accounting principles (Debits/Credits, Prepayments, Accruals)
• Able to comfortably liaise and connect with a wide range of stakeholders
• Must have strong time-management and organisational skills and a proactive nature for getting things done quickly
• Highly analytical with attention to detail and an eye for simplification or automation
• Confidence to contest the norm and suggest ways to do things differently
• Very proficient with Excel and able to manage data and analysis using various formulas and tools (e.g. Pivot Tables, Vlookups, SumIfs)
• AAT or equivalent