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:
1. Financial analysis and performance insight
2. Complex data reconciliation
3. 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
4. Ensure Accurate Accounting - maintain precise accounting for multiple Vitality Partners within the Vitality P&L self-sufficiently
5. Own the end‑to‑end month‑end close for assigned partners, including accruals, re‑accruals, reallocations, and variance analysis
6. Apply accounting standards, VAT rules and materiality thresholds accurately and consistently
7. Ensure all outputs are independently checked, control ready, and supported by clear audit trails prior to review
8. Interpret and reconcile data from Vitality Partners to ensure accuracy and consistency
9. Proactively investigate discrepancies, identify root cause, and resolve issues end to end, escalating appropriately
10. Manage the timely processing of cashbacks and invoices to customers and partners, ensuring adherence to deadlines
11. Take full ownership of deliverables through to completion, including chasing dependencies and coordinating inputs from other teams where required
12. Proactively identify opportunities to improve processes, automate controls, and standardise outputs to reduce risk and improve efficiency
13. 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?
14. Bachelor’s degree in Finance, Accounting, Business, or a related field
15. Fully qualified or finalist accountant (CIMA, ACCA, or equivalent)
16. Proven experience in accurate accounting and financial management within a P&L environment, with strong knowledge of financial standards and compliance
17. Strong analytical skills with experience reconciling financial data, resolving data quality issues, and working with stakeholders on long-term improvements
18. Ability to simplify complex tasks, document processes clearly, and create efficient workflows
19. Experience analysing partner performance to identify trends and deliver actionable insights
20. Experience handling audit requests and coordinating with audit teams to meet timelines
21. Experience managing payments (including cashbacks and invoices) to tight deadlines, with strong knowledge of tax requirements and managing tax obligations for financial transactions
22. Proficient in financial systems and tools, with exposure to automation and emerging technologies ( AI)
23. Adaptable, detail-oriented, strong problem-solving and communication skills, with high levels of accuracy and integrity
So, what’s in it for you?
24. Bonus Schemes – A bonus that regularly rewards you for your performance
25. A pension of up to 12%– We will match your contributions up to 6% of your salary
26. Our award-winning Vitality health insurance – With its own set of rewards and benefits
27. 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:
28. Help you to be the healthiest you’ve ever been
29. Create an environment that embraces you as you are and enables you to be your best self
30. Give you flexibility on how, where and when you work
31. Help you advance your career by playing you to your strengths
32. Give you a voice to help our business grow and make Vitality a great place to be
33. Give you the space to try, fail and learn
34. Provide a healthy balance of challenge and support
35. Recognise and reward you with a competitive salary and amazing benefits
36. Be there for you when you need us
37. 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.