About Company
Galloway Financial Management Ltd is a highly respected independent financial advisory firm based in the heart of Jesmond, Newcastle upon Tyne. For over two decades, we’ve been dedicated to providing comprehensive and personalized financial planning services to individuals, families, and businesses across the North East and beyond. Our commitment lies in building long-term relationships with our clients, helping them navigate complex financial landscapes to achieve their unique goals. We pride ourselves on our client-centric approach, professional integrity, and a supportive, collaborative work environment that fosters growth and innovation. As we continue to expand our services and client base, we are looking for talented individuals to join our team, even those working remotely, who share our passion for excellence and dedication to financial well-being.
Job Description
We are seeking a diligent and detail-oriented Home-Based FP&A Assistant to join our dynamic finance team. This is an exceptional opportunity for a proactive individual to contribute significantly to our financial planning and analysis functions from a remote setting, offering flexibility while maintaining close collaboration with our Jesmond-based team. The successful candidate will play a crucial role in supporting our strategic decision-making process by assisting with financial modeling, budgeting, forecasting, and performance reporting. You will be instrumental in gathering and analysing financial data, preparing presentations for management, and helping to identify key trends and insights that drive our business forward. This role requires a strong analytical mind, exceptional organisational skills, and the ability to work independently in a fast-paced environment while adhering to strict deadlines. If you are passionate about finance, possess strong quantitative skills, and thrive in a remote work setup, we encourage you to apply and become a vital part of Galloway Financial Management’s continued success.
Key Responsibilities
- Assist in the preparation of annual budgets and quarterly forecasts.
- Support the development and maintenance of financial models for various business scenarios.
- Gather and analyse financial data to generate actionable insights and identify key performance indicators.
- Prepare comprehensive financial reports, presentations, and dashboards for senior management.
- Reconcile financial data and ensure accuracy and consistency across reports.
- Conduct variance analysis, explaining deviations from budget and forecast.
- Collaborate with different departments to collect relevant financial and operational information.
- Aid in ad-hoc financial analysis and special projects as required.
- Maintain strict confidentiality of all financial information.
- Continuously seek to improve reporting processes and tools.
Required Skills
- Proficiency in Microsoft Excel (advanced formulas, pivot tables, VLOOKUPs).
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Ability to manage multiple tasks and prioritise effectively in a remote setting.
- Solid understanding of financial principles and accounting concepts.
- Effective written and verbal communication skills.
- Self-motivated with the ability to work independently and as part of a virtual team.
Preferred Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Experience with financial planning software (e.g., SAP, Oracle, Adaptive Insights).
- Knowledge of financial reporting standards (e.g., IFRS, GAAP).
- Experience in the financial services or wealth management industry.
- Progress towards a relevant professional qualification (e.g., CIMA, ACCA, CFA).
Perks & Benefits
- Competitive salary package.
- Generous paid time off and public holidays.
- Flexible home-based work environment.
- Opportunities for professional development and career growth.
- Employer-contributed pension scheme.
- Access to a comprehensive health and wellness program.
- Supportive and collaborative company culture.
- Regular virtual team building activities.
How to Apply
Interested candidates are encouraged to click on the application link below to submit their resume and a cover letter detailing their relevant experience and explaining why they are a great fit for this home-based FP&A Assistant role at Galloway Financial Management Ltd. Please highlight your experience with financial analysis and your ability to thrive in a remote work environment.