Team - Adviser Service - Corporate Working Pattern - Hybrid - 2 days per week in the Vitality Bournemouth Office. Full time, 40 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Advanced data reconciliation and financial accuracy - confidently managing complex reconciliations and premium adjustments across multiple systems Proficiency in financial systems and Excel - including experience with platforms like Xero, Sage, or QuickBooks, and strong Excel skills (e.g., VLOOKUPs, Pivot Tables) Clear communication and problem-solving - effectively handling discrepancies, liaising with clients and brokers, and managing difficult conversations professionally What this role is all about: We’re looking for a detail-driven Corporate Invoicing Analyst to join our Corporate Health Finance team. You’ll play a key role in managing over £110M in annual billing for our fast-growing corporate health portfolio. This is a hands-on role requiring strong reconciliation skills, financial accuracy, and the ability to work with complex data across multiple systems. You’ll be part of a small, cooperative team responsible for delivering accurate, timely invoicing and maintaining strong relationships with internal teams, clients, and brokers. Key Actions Generate accurate and timely invoices using manual processes, Heal, and Xero systems Perform 3-way reconciliations between client data, Heal enrolment, and invoice records Apply invoice payments using BACS or direct credit information from Treasury Manually replicate master data changes across systems to ensure consistency Calculate and reconcile mid-term and year-end premium adjustments Investigate and resolve premium discrepancies in collaboration with client managers and brokers Ensure compliance with HMRC best practices and internal financial controls Liaise with Treasury and support credit control activities Conduct peer reviews of invoices to ensure data quality and accuracy What do you need to thrive? Studying towards, interested in studying, or holding a relevant finance qualification such as ACCA, CIMA, AAT, or ACA Excellent Excel skills and confidence working with large datasets Analytical mindset with a passion for accuracy and customer service Strong written and verbal communication skills Ability to work independently, manage tight deadlines, and collaborate across departments Professional, proactive, and adaptable approach with a “can-do” attitude 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, we 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.