Finance Analyst in Bristol

About Healix

Healix Health was founded in 2000 by Dr Paul Beven and Dr Peter Mason - two clinicians who understood that healthcare works best when it’s personal, not prescriptive. After launching Healix International in 1992 to provide global medical and risk support, they went on to create Healix Health: a UK-based specialist in corporate healthcare trusts. Our combined medical and risk management expertise places us in a unique position to deliver cost-efficient solutions without compromising high quality support for the end‑user. As a result, we have an impressive list of clients across corporate, government, NGO and insurance sectors. With a team of over 150 dedicated professionals, we are committed to excellence, integrity, and patient‑centred service.

Are you passionate about turning data into actionable insights? We’re excited to offer a newly created opportunity for a Business Reporting Financial Analyst to join our growing Finance Team. As our business expands, we’re investing in advanced financial reporting capabilities to enable smarter, faster decision‑making across the organisation. This is your chance to make a real impact—designing innovative reporting solutions, shaping KPIs, and driving improvements that influence strategic decisions at every level.

What we’re looking for

• Minimum 2 years’ experience as a financial or reporting analyst.
• Basic understanding of accounting principles, supported by an accounting qualification or equivalent training.
• Strong Excel skills and proficiency with financial reporting tools such as Power BI or Planning Analytics.
• Ability to interpret complex data from multiple sources and provide clear, actionable insights.
• Excellent written and verbal communication skills, with the ability to explain financial information to non‑financial audiences.
• Passion for building efficient, coherent reports and combining multiple data sources effectively.

Desirable skills:

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

Why join us?

This is an exciting time to become part of our team. You’ll work in a dynamic environment where change is embraced, and your ideas can make a real difference. We live by our values—Bold, Clear, Genuine, Considered, Passionate, and Respectful—and we’re looking for someone who shares these principles while helping us shape the future of financial reporting. If you’re analytical, pragmatic, and thrive on continuous improvement, we’d love to hear from you. Apply today and help us transform the way we use data to drive success.

About the role

What you’ll do In this role, you will:

• Design and develop new Business Intelligence KPIs to provide clear, actionable insights.
• Build and maintain Power BI dashboards and reports from the ground up—connecting data sources, transforming data, and creating meaningful visualisations.
• Deliver accurate, timely, and insightful reports that empower stakeholders to make informed decisions.
• Support forecasting and budgeting processes, ensuring alignment with growth objectives.
• Dive deep into financial data and processes as we transition to a new system—unlocking opportunities to streamline workflows and improve reporting accuracy.
• Provide ad‑hoc analysis to support strategic initiatives across the business.
• Collaborate closely with the accounting team to ensure precision and consistency in financial reporting.

Required Criteria

• Brings at least 2 years of experience as a financial or reporting analyst.
• Demonstrates a basic understanding of accounting principles, supported by any form of accounting qualification or equivalent training.
• Is genuinely passionate about building new reports in an efficient and coherent way, with a solid understanding of data structures and the ability to combine multiple data sources effectively.