Job Description

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About The Role

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 to provide cover as required in respect of bonus calculations and bonus reporting within Distribution.

Key Actions

Performance Pack

Co-ordinate compilation of the monthly Performance Pack, including + Preparation & distribution of the monthly reporting timetable to contributors
+ Collection & review of data submitted by contributors
+ Assist contributors in creating power point presentations
Continuous review of the Performance Pack to suggest improvements to the pack

Working Capital/Short-Term Investments

Reviews daily cash flows between Vitality bank accounts, and creates appropriate bank transfers to ensure that sufficient funds available Prepare reconciliations & monthly accounting journals for movements in short-term investments

Ad-hoc Commercial Analysis

Support the Commercial Finance team and the Health Finance Director in the production and development of other reporting as required (e.g. monthly P&L reporting, cash flow analysis and forms of reporting to support actuarial processes).

Cross Cover

Providing cover as required for the sales and retention bonus process, which can include the preparation of bonus calculations, coordination of approval process, production of monthly summary analysis for Finance & Sales Directors, and preparation of monthly bonus accruals. Providing cover as required for VitalityHealth financial reporting processes, which can include the preparation of data for monthly journals or the preparation of reconciliations (e.g. accounting for those investments that the Commercial Finance team support).

What do you need to thrive?

Previous experience of working in an Accounting environment Willingness to take ownership and accountability for tasks High level of attention to detail Ability to resolve issues and queries Excellent written & verbal communication skills Proven experience in multi-tasking Accounting Qualification (e.g. AAT, ACCA or CIMA) would be ideal but not essential

So, what's in it for you?

Bonus Schemes - A bonus that regularly rewards you for your performance A pension of up to 12%- We will match your contributions up to 6% of your salary Our award-winning Vitality health insurance - With its own set of rewards and benefits Life Assurance - Four times annual salary

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page.

Fantastic Benefits. Exciting rewards. Great career opportunities!

If you are successful in your application and join us at Vitality, this is our promise to you, w

e will:

Help you to be the healthiest you've ever been. Create an environment that embraces you as you are and enables you to be your best self. Give you flexibility on how, where and when you work. Help you advance your career by playing you to your strengths. Give you a voice to help our business grow and make Vitality a great place to be. Give you the space to try, fail and learn. Provide a healthy balance of challenge and support. Recognise and reward you with a competitive salary and amazing benefits. Be there for you when you need us. Provide opportunities for you to be a force for good in society.

We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.



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About Us

We're really excited to announce that we have recently been awarded

"Top 10 Best Places To Work"

in The Sunday Times Awards 2024!



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.

Ready to find out if we're the right fit for you? We can't wait.

Diversity & Inclusion

At Vitality, we're committed to diversity and inclusion because it's good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.

Vitality's approach to sustainability

Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page. #LI-Hybrid

If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early. If you are interested, please submit your application as soon as possible.