About The Role
Team Agency & Commission
Working Pattern -Hybrid 2days 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:
* Proficient in Excel for Data Analysis, VLOOKUPS and Pivot Tables
* Previous experience in financial operations (Particularly invoicing & maintaining financial controls)
* Ability to confidently handle complex queries via phone and email
What this role is all about:
Are you passionate about data, detail, and driving financial accuracy? Join our dynamic team as aFinance Analyst, where youll play a key role in managing analytical tasks and supporting corporate invoicing and servicing processes.
Youll be instrumental in ensuring financial integrity, improving operational efficiency, and delivering exceptional service to our corporate clients and internal stakeholders.
Key Actions
1. To assist with calculating and issuing Corporate scheme invoices, both for PMI and Trust.
2. To build and maintain Corporate Servicing reconciliation tools.
3. To undertake failure analysis and build on existing processes to ensure no reoccurrence.
4. Respond to team requirements and implement automated solutions to manual processes.
5. Assist in maintain...