Business Reporting Financial Analyst

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’re now looking for a Business Reporting Financial Analyst to join our expanding Finance Team. This is a newly created role, offering the chance to make a real impact and help shape how our organisation uses data to drive strategic decision-making. This is an exciting opportunity to join a dynamic environment where change is embraced, ideas are welcomed, and you’ll have the autonomy to shape our future reporting landscape.

Our values — Bold, Clear, Genuine, Considered, Passionate and Respectful — guide everything we do, and we’re looking for someone who shares this mindset.

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.

Key Responsibilities

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.

About You – Essential Skills & Experience

We’re looking for someone who:

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.

Personal Attributes

The ideal candidate:

Has a strong eye for detail and a rigorous approach to data accuracy.
Applies logical, pragmatic thinking to problem-solving.
Handles confidential information with integrity and professionalism.
Shows resilience, adaptability and a proactive attitude to continuous improvement.
Thrives in a fast-paced environment, managing multiple deadlines with ease.

Required Criteria

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.
Skills Needed

About The Company

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…