Team – UK 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 analysis and performance insight
- Complex data reconciliation
- Efficient cross-functional stakeholder engagement
What this role is all about
As a Senior Finance Analyst within our Vitality Programme, you’ll play a pivotal role in supporting purpose-led partnerships that sit at the core of what we do. You’ll take full ownership of complex, end‑to‑end financial activities, from month‑end close and partner accounting to audit-ready outputs, while working closely with stakeholders across the business. This is a role for someone who enjoys digging into detail, solving complex problems, and turning financial data into meaningful insight that drives better decisions.
Key Actions
- Ensure accurate accounting – maintain precise accounting for multiple Vitality Partners within the Vitality P&L self-sufficiently.
- Own the end‑to‑end month‑end close for assigned partners, including accruals, re‑accruals, reallocations, and variance analysis.
- Apply accounting standards, VAT rules and materiality thresholds accurately and consistently.
- Ensure all outputs are independently checked, control ready, and supported by clear audit trails prior to review.
- Interpret and reconcile data from Vitality Partners to ensure accuracy and consistency.
- Proactively investigate discrepancies, identify root cause, and resolve issues end to end, escalating appropriately.
- Manage the timely processing of cashbacks and invoices to customers and partners, ensuring adherence to deadlines.
- Take full ownership of deliverables through to completion, including chasing dependencies and coordinating inputs from other teams where required.
- Proactively identify opportunities to improve processes, automate controls, and standardise outputs to reduce risk and improve efficiency.
- Ensure all financial activities comply with financial standards and tax requirements. Monitor and manage tax obligations related to partner transactions and ensure timely compliance.
What do you need to thrive?
- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- Fully qualified or finalist accountant (CIMA, ACCA, or equivalent).
- Proven experience in accurate accounting and financial management within a P&L environment, with strong knowledge of financial standards and compliance.
- Strong analytical skills with experience reconciling financial data, resolving data quality issues, and working with stakeholders on long-term improvements.
- Ability to simplify complex tasks, document processes clearly, and create efficient workflows.
- Experience analysing partner performance to identify trends and deliver actionable insights.
- Experience handling audit requests and coordinating with audit teams to meet timelines.
- Experience managing payments (including cashbacks and invoices) to tight deadlines, with strong knowledge of tax requirements and managing tax obligations for financial transactions.
- Proficient in financial systems and tools, with exposure to automation and emerging technologies (e.g. AI).
- Adaptable, detail-oriented, strong problem-solving and communication skills, with high levels of accuracy and integrity.
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.
#J-18808-Ljbffr…