Team - Agency & Commission
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:
* 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 a Finance Analyst, where you’ll play a key role in managing analytical tasks and supporting corporate invoicing and servicing processes.
You’ll be instrumental in ensuring financial integrity, improving operational efficiency, and delivering exceptional service to our corporate clients and internal stakeholders.
Key Actions
* To assist with calculating and issuing Corporate scheme invoices, both for PMI and Trust
* To build and maintain Corporate Servicing reconciliation tools
* To undertake failure analysis and build on existing processes to ensure no reoccurrence
* Respond to team requirements and implement automated solutions to manual processes
* Assist in maintaining all EUA and Internal Financial Controls, whilst ensuring adherence
* Engage with Brokers, Vitality Business Consultants, Account Managers and Franchise Directors regarding complex or escalated Corporate billing queries via telephone and email
* Identifying and escalating (through your line manager) risks that impact business, customers or other third parties
* Reporting (through your line manager) any issues and/or system/process failures that may impact on service to customers
What do you need to thrive?
* Experience analysing data
* Understanding the importance of data protection
* Experience communicating verbally and in writing with external 3rd parties
* Positive and friendly telephone manner
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. #J-18808-Ljbffr