Capex & Investment Analyst

Job Description:

Capex & Investment Analyst

King Edward VII's Hospital ( Marylebone, London W1G 6AA)

Full time (37.5 hours)

Permanent

Hybrid working (3 days per week in the office)

Salary up to £55,000 per annum

We make health happen

At Bupa, we're here to help people live longer, healthier, happier lives and make a better world. As a healthcare provider with no shareholders, we focus on delivering exceptional care while investing in our people, services and healthcare facilities.

We're looking for a Capital Analyst to join the Finance team at King Edward VII's Hospital. This is an exciting opportunity to take ownership of the capital expenditure process and play a key role in supporting investment decisions that help maintain and enhance our facilities, technology and patient services.

As a Capital Analyst, you'll manage the full capital lifecycle, from expenditure approvals and governance through to capitalisation, depreciation, reporting and project close-out. You'll work closely with Finance and operational stakeholders, providing expert guidance on capital accounting and ensuring investment decisions are supported by robust financial control and reporting.

This role is ideal for someone with strong capital accounting experience who enjoys combining technical expertise with stakeholder engagement, process improvement and business partnering.

How As a Capital Analyst, you will:

• Own and manage the Capital Expenditure Request (CER) process, ensuring approvals, governance and controls are followed consistently.
• Prepare capital expenditure summaries and reporting for review by senior leadership teams.
• Review capital requests and provide guidance to budget holders on capital investment requirements and approval processes.
• Lead monthly and year-end capital accounting activities, ensuring transactions are accurately recorded and supported.
• Apply appropriate accounting treatment to capital expenditure in line with IFRS accounting standards and company policies.
• Own and maintain the Fixed Asset Register, ensuring it remains accurate, complete and reconciled to the general ledger.
• Manage depreciation accounting, asset transfers, disposals and write-offs.
• Produce monthly CAPEX reporting, forecasts and variance analysis for management and group reporting.
• Support investment planning through financial analysis, forecasting and reporting.
• Calculate and account for capitalisable project staff costs where appropriate.
• Identify opportunities to strengthen controls, improve processes and enhance reporting you’ll help us make health happen

Key Skills/Qualifications required for this role

We're looking for a Capital Analyst who can combine technical accounting expertise with strong analytical and stakeholder management skills.

• Fully qualified accountant is required – please list your qualification on your application

• Strong finance experience, with sound knowledge of capital accounting, CAPEX reporting, capital expenditure vs operating expenditure, and capitalisation principles.
• Experience maintaining fixed asset registers and managing depreciation accounting.
• Strong Excel skills and confidence producing reports and presentations for senior stakeholders.
• Excellent analytical and problem-solving abilities.
• Strong organisational skills and the ability to manage competing priorities.
• Excellent communication and stakeholder management skills, with the confidence to challenge constructively when required.
• Experience with business cases, investment appraisals, financial modelling, Oracle, PeopleSoft or healthcare environments would be advantageous

Benefits

At King Edward VII’s Hospital, we want to reward our staff for the amazing job that they do.

As part of the team, you will have access to a range of benefits for your work and home life.

We offer a variety of benefits that take into consideration how you commute to work, your health and well-being and recognising your service and any staff referrals you make to the Hospital.

Take a look at the full range of benefits on offer when working here:

• Annual leave entitlement of 25 days + bank holidays increasing with length of service
• In-house training for all staff
• Company pension scheme
• Life assurance
• Employee Referral Scheme
• Access to staff restaurant
• Interest free travel loan
• Private healthcare (Eligible after 12m)
• Bicycle Loan Scheme
• Retailer discounts
• Employee Assistance Programme

Part of a Globally Trusted Healthcare Group

When you join King Edward VII, you also become part of Bupa — a global healthcare leader with the scale, stability and expertise of a major international brand. Being backed by Bupa means access to an extensive network of clinical and operational specialists, shared best practice from across the organisation, and the support of well established systems that help you grow, develop and deliver exceptional care. Our size gives us strength, while our purpose keeps us personal.

We champion diversity and want our people to reflect the communities we serve. Everyone is encouraged to “Be you at Bupa”, and we actively welcome colleagues from all backgrounds and experiences. Bupa takes pride in being a Level 2 Disability Confident Employer and will aim to offer an interview/assessment to disabled applicants who best meet the minimum criteria for the role. We’re committed to ensuring you’re treated fairly during the recruitment process and offer reasonable adjustments to anyone who may benefit from accommodations to the recruitment process.  

If you require information regarding this role in an alternative format, please email: [email protected]

Time Type:

Full time

Job Area:

Finance & Accounting

Locations:

King Edward VII Hospital