Business Reporting Financial Analyst

About The Role

As a Business Reporting Financial Analyst, you’ll play a key role in strengthening our Business Intelligence and financial planning capabilities. You will:

• Design and develop new BI KPIs and reporting tools that give the business clear, actionable insights.
• Produce accurate, timely and insightful reports to support strategic decisions.
• Contribute to forecasting and budgeting, aligning financial plans with company growth goals.
• Explore and analyse financial data during our system transition, helping identify opportunities to streamline and improve reporting processes.
• Deliver ad hoc analysis to support initiatives across the organisation.

• Build Power BI dashboards and reports from the ground up, including connecting to data sources and creating effective visualisations.
• Present financial insights, trends and forecasts to senior leaders and key stakeholders.
• Support budgeting by tracking spend and analysing variances against plans.
• Produce weekly and monthly financial reports, ensuring accuracy and clarity.
• Prepare both financial and non-financial returns for external bodies, meeting all compliance requirements.
• Work closely with the accounting team to ensure consistency and accuracy across all financial reporting activities.

• Has at least 2 years’ experience in a financial or reporting analyst role.
• Understands core accounting principles, backed by an accounting qualification or relevant training.
• Is enthusiastic about building intuitive, efficient reports and understands data structures and how to integrate multiple data sources.
• Has strong Excel skills and experience with financial reporting tools such as Power BI or Planning Analytics.
• Can interpret complex data and translate it into clear, actionable insights.
• Communicates financial information confidently to non-financial audiences, both verbally and in writing.

• Experience using SQL or Microsoft Query for data extraction and manipulation.
• Working towards a recognised accounting qualification such as ACCA or CIMA.

• Has at least 2 years’ experience in a financial or reporting analyst role.
• Understands core accounting principles, backed by an accounting qualification or relevant training.
• Is enthusiastic about building intuitive, efficient reports and understands data structures and how to integrate multiple data sources.

At Healix Health, we believe healthcare works best when it’s personal. Founded in 2000 by clinicians Dr Paul Beven and Dr Peter Mason, we’ve grown into a specialist provider of corporate healthcare trusts — combining decades of medical and risk management expertise to deliver high‑quality, cost‑efficient solutions. Today, our team of 150+ dedicated professionals supports an impressive portfolio of clients across corporate, government, NGO and insurance sectors.

As we continue to grow, we’re investing in stronger, smarter financial reporting capabilities to support our next chapter.

We offer UK employee healthcare benefits, and travel, medical and security assistance in every corner of the globe. Our purpose is to help people in difficult situations – whether that’s a cancer diagnosis, a need for medical assistance when they’re far from home, or being caught up in conflict or natural disaster. We talk to them, support them, and make sure they get the help they need.

If necessary, we’ll pull them out and bring them home.

We’re co‑ordinators and problem‑solvers: experts at navigating the global health and security landscape. Our teams of doctors, nurses, travel and medical co‑ordinators and security experts make sure that your people will be looked after, whatever happens supported by technology designed help individuals, not slot them into a predetermined solution.

We work with governments, broadcasters, NGOs, international corporations, major insurers and more. No two clients are the same: we adapt our services to their needs.

More importantly, we adapt to the practical and human needs of the individuals we protect. Most of us are on the front line; we keep our back office lean. We don’t use scripts, and we don’t time calls. We never lose sight of the fact that we’re dealing with real people.

• Commitment to career development
• Health insurance
• Vacation, Paid time off, Retirement plan and/or pension
• Office perks, Employee development programs, Employee discounts
• Gym membership or wellness programs, Opportunity to travel, Casual dress, Cycle to work, Free work laptop, Referral bonus
• Open office, Competitive salary, Life insurance, Employee Assistance Scheme, Wellbeing Scheme, Social Opportunities, Progression opportunities

Not disclosed