Financial Planning and Analysis Assistant

2 weeks ago

Newcastle upon Tyne, United Kingdom Jackson Hogg Full time

Jackson Hogg is supporting one of the leading global marine insurers on their search for a an FP&A Assistant to join their Newcastle team

This opportunity is to join the Finance department as a Financial Planning and Analysis Assistant at our Newcastle office. In this exciting role, you’ll be responsible for ensuring accurate reconciliation of monthly credit card and travel spend statements, authorisation forms, and expense receipts. You will be responsible for preparing and posting journals to the accounting software. Your attention to detail and strong organisational skills will contribute to maintaining accurate financial records and supporting the overall finance function.

**Here is a details breakdown of the duties**:
Key responsibilities will include:
**Corporate credit card**:

- Perform monthly reconciliations of corporate credit card spend and accompanying expense receipts to identify discrepancies or errors.
- Validate and verify transactions against supporting documents, ensuring compliance with company policies and procedures and taxation (VAT) rules.
- Resolve discrepancies by conducting appropriate analysis, liaising with relevant stakeholders, and making appropriate adjustments.
- Prepare and post journal entries accurately and in a timely manner to record financial transactions into the accounting software.

**Corporate travel account**:

- Perform twice monthly reconciliations of corporate travel account statements, travel authorisation forms and invoices to identify discrepancies or errors.
- Resolve discrepancies by conducting appropriate analysis, liaising with relevant stakeholders, and making appropriate adjustments.
- Prepare and post journal entries accurately and in a timely manner to record financial transactions into the accounting software.
- Arrange payment to corporate travel partner on a timely basis, ensuring that transactions are valid and compliance with company policies and procedures.
- Assist in the budgetary process by providing financial data and insights related to travel spend to support the creation and monitoring of travel budgets.
- Possible assistance in foreign currency process and reconciliations for cover purposes.

**Financial controls and procedures**:

- Maintain organised and up-to-date records of all reconciliations, supporting documents, and related correspondence.
- Assist in the development and implementation of efficient reconciliation process and control measures.
- Generate financial reports and assist in the analysis of financial data to support management decision making.
- Assist with month-end and year-end closing activities, ensuring accuracy and completeness of financial records.

**Commercial projects**:

- Provide support to the finance team and contribute to ad hoc projects and initiatives as required.

**Effective teamwork**:

- Workload is coordinated and managed including effective prioritisation of work and diary management.
- Collaboration with internal teams, such as finance, underwriting, payments team, to obtain necessary documentation and resolve any issues related to reconciliations.

**Essential Skills/Qualifications/Experience**
- Problem solving skills to identify discrepancies, investigate root causes, an propose effective resolutions.
- Proficient in using spreadsheet software, such as MS excel to analyse financial data, create reports, and perform calculations.
- Proficient in financial reconciliation techniques and experienced in reconciling statements/invoices/receipts.
- Effective communication skills to collaborate with internal stakeholders, budget holders, and the finance team.
- Self-motivated and able to work independently, managing multiple tasks and prioritising efficiently.

Preferred Skills/Qualifications/Experience
- Understanding of accounting principles and the ability to prepare and post journals, experience of Sage is advantageous.

**In return, we’ll offer you**:

- Salary £24,000
- Holidays 27 + BH
- The opportunity to learn new skills and develop your career
- An open and collaborative office environment
- A best-in-class approach to hybrid and flexible working with 2 days office and 3 days home

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

**Salary**: £24,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Flexitime
- Free parking
- Health & wellbeing programme
- Work from home

Schedule:

- Day shift
- Flexitime
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)

Application question(s):

- What is your notice period?

**Experience**:

- Preparing and posting journals: 1 year (preferred)
- Reconciliation of credit card and travel spend statements: 1 year (preferred)

Work Location: Hybrid remote in Newcastle upon Tyne

Reference ID: Finance Assistant

  • Financial Planning and Analysis Manager

    2 weeks ago

    Newcastle upon Tyne, United Kingdom Finatal Full time

    Title: FP&A ManagerLocation: Fully remote (must be based in the UK)Compensation: c. £80kMT1904Role:Finatal is working exclusively with the CFO of a PE backed cyber security business, seeking an experienced FP&A Manager to join them as the first FP&A hire, delivering commercial insights and driving business growth.Responsibilities:· Develop and enhance...

  • Financial Planning Administrator

    3 weeks ago

    Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    **Job purpose**: The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process. This entails the provision of excellent customer service to support all aspects of the client journey. The role also includes any administrative duties that needs to be provided in order to...

  • Financial Planning Administrator

    2 weeks ago

    Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process....

  • Financial Planning Administrator

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesConsidering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.Job DescriptionJob type:Full time, PermanentDepartment:Business UnitPost Title:Financial Planning AdministratorReports to:Head of Business Unitand to: Business ManagerJob purpose:The role of the Financial...

  • Financial Planning Administrator

    2 weeks ago

    Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of Companies Job Description Job type: Full time, Permanent Department: Business Unit Post Title: Financial Planning Administrator Reports to: Head of Business Unit and to: Business Manager Job purpose:   The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial...

  • Financial Planning Administrator

    2 weeks ago

    Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process....

  • Financial Planning Administrator

    2 weeks ago

    Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of Companies Job Description Job type: Full time, Permanent Department: Business Unit Post Title: Financial Planning Administrator Reports to: Head of Business Unit and to: Business Manager Job purpose:   The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial...

  • Financial Planning Administrator

    2 weeks ago

    Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesIncrease your chances of an interview by reading the following overview of this role before making an application.Job DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning...

  • Financial Planning Administrator

    2 weeks ago

    Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose: The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process. This...

  • Financial Planning Administrator

    2 weeks ago

    Newcastle upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose:  The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process....

  • Financial Planning Administrator

    2 weeks ago

    Newcastle Upon Tyne, United Kingdom Lowes Financial Management Full time

    Lowes Group of Companies Job Description Job type: Full time, Permanent Department: Business Unit Post Title: Financial Planning Administrator Reports to: Head of Business Unit and to: Business Manager Job purpose:   The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial...

  • Financial Planning Administrator

    2 weeks ago

    Newcastle Upon Tyne, UK, Tyne & Wear, United Kingdom Lowes Financial Management Full time

    Lowes Group of CompaniesJob DescriptionJob type: Full time, Permanent Department: Business UnitPost Title: Financial Planning AdministratorReports to: Head of Business Unitand to: Business ManagerJob purpose: The role of the Financial Planning Administrator is to provide administrative support to advisers with regards to the financial planning process. This...

  • Financial Analysis Manager

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Newcastle Building Society Full time

    About the RoleConsidering making an application for this job Check all the details in this job description, and then click on Apply.The purpose of the role is to lead, develop and support the Group's Financial Analysis team in providing key services to the Group in the planning and analysis of financial management information.The role will support the...

  • Financial Analysis Accountant

    1 week ago

    Newcastle upon Tyne, United Kingdom Newcastle Building Society Full time

    About the RoleThe purpose of the role is to provide key services to the Group in the planning and analysis of financial management information.You will support the delivery of the annual budget process (including five-year plan), tracking and analysing this through a continuous twelve month rolling forecast cycle.You will analyse data and identify trends to...

  • Financial Analysis Accountant

    5 days ago

    Newcastle upon Tyne, United Kingdom Newcastle Building Society Full time

    About the RoleApply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.The purpose of the role is to provide key services to the Group in the planning and analysis of financial management information.You will support the delivery of the annual budget process (including five-year plan), tracking and...

  • Financial Analysis Accountant

    1 week ago

    Newcastle upon Tyne, United Kingdom Newcastle Building Society Full time

    Job Description About the Role The purpose of the role is to provide key services to the Group in the planning and analysis of financial management information. You will support the delivery of the annual budget process (including five-year plan), tracking and analysing this through a continuous twelve month rolling forecast cycle. You will analyse data...

  • Financial Analysis Accountant

    2 weeks ago

    Newcastle upon Tyne, United Kingdom Newcastle Building Society Full time

    The purpose of the role is to provide key services to the Group in the planning and analysis of financial management information.  You will support the delivery of the annual budget process (including five-year plan), tracking and analysing this through a continuous twelve month rolling forecast cycle. You will analyse data and identify trends to...

  • Head of Financial Planning and Analysis

    4 weeks ago

    Kingston upon Hull, United Kingdom Marks Sattin Full time

    Marks Sattin are delighted to be working exclusively with a well-regarded Hull based organisation who are looking for a Head of Financial Planning and Analysis. This is a newly created role and a very exciting time for the business as they are looking to undertake a transformation programme. Responsibilities will include: - Build-out and improve the...

  • Assistant Financial Accountant

    3 weeks ago

    Newcastle Upon Tyne, United Kingdom No1 Legal and Professional Full time

    **Assistant Financial Accountant** - This an exceptional opportunity to work at a successful financial planning firm in Newcastle city centre. - Good prospects at this dynamic firm. - Supporting the Finance Director. **Assistant Financial Accountant** - Prepare cashflow to meet end of month payments with the CFO. - Payroll and producing commision...

  • Financial Services Administrator

    4 weeks ago

    Newcastle-under-Lyme, United Kingdom NGEN Financial Planning Full time

    We are a growing business looking to appoint another Financial Services Administrator. This is an exciting business and there is the potential to progress to Paraplanner or Adviser within the business. This role requires you to have the ability to work within a fast pace environment, adapt to industry changes and can adjust to various deadlines and progress...