About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Job requirements

Role Summary:

The Finance Reconciliation and Commercial Analyst will play a key role in supporting both the finance and commercial functions. The position involves managing financial reconciliations between business and financial MI and delivering insightful analysis to support commercial performance and client profitability.

Key Responsibilities:

Financial Reconciliation:

Perform weekly and monthly reconciliations across business and financial MI Investigate and resolve any discrepancies or breaks, liaising with internal teams
Support month-end close and audit processes, ensuring compliance and strong financial controls
Regular updates to the Client and Project internal databases

Commercial Analysis:

Provide financial analysis across scheme/client performance, costs, and profitability
Produce MI dashboards and commercial reports for stakeholders and senior leadership
Maintaining revenue forecasts on behalf of client directors
Partner with finance and client teams to analyze and report on key KPIs.

Experience & Qualification

Graduate/ Postgraduate with over 5 years of relevant experience in Sales & Commercial Reporting
Experience in financial & commercial reconciliation
Strong Excel skills and familiarity with financial systems (D365/Oracle advantageous)
Analytical mindset with commercial awareness • Strong communication skills (verbal and written)
Part-qualified accountant or equivalent experience • Knowledge of D365 / Oracle would be beneficial

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.