Financial Planning Specialist I

Global Lending Services • Greenville, SC

2d • Onsite

About The Position

As a Financial Planning Specialist, you will support several functions that contribute to the overall financial success of the organization including but not limited to department-level budgeting and forecasting, detailed expense reporting and review, vendor management and analysis, headcount monitoring and forecasting, special cost savings projects, and monthly expense journal entries.

Requirements

• Minimum of bachelor’s degree in Finance, Financial Management, Accounting, Mathematics, or a related field required
• Basic knowledge of accounting and financial concepts required
• Strong analytical, problem solving, data gathering, and analysis skills required
• Strong Excel skills required
• High level of intellectual curiosity required including the inclination and ability to understand the drivers of financial results and the overall financial picture of the organization at a high-level
• High level of professional maturity; verbal and written communication skills necessary to interact with senior management required
• Strong drive, ambition, and self-motivation; ‘self-starter’ with the ability to independently resolve day-today issues
• Excellent organizational skills with high attention to detail
• Team player that can adapt in a fast paced and changing environment
• Commitment to exemplifying the organizational core values and key competencies

Nice To Haves

• basic knowledge least one computer coding language (VBA, SQL) preferred

Responsibilities

• Update and maintain the department budget process; identify key monthly variances to budget and present to senior management; prepare materials for monthly and quarterly communications with department leaders
• Monitor monthly expenses with key vendors and identify material issues for senior management
• Collaborate with Accounting team to determine and book monthly expense accruals
• Support the vendor management process with detailed financial analyses of vendor proposal
• Monitor and track monthly spend on third party labor; coordinate the capital expenditure accounting process with the Accounting department; coordinate with the IT department on third party labor allocations
• Coordinate with senior management to identify cost savings projects; support or lead ad hoc cost savings projects as necessary
• Build and maintain detailed cost forecasts by department as necessary
• Support the overall budgeting process by providing insights on cost trends
• Maintain and build analyses to monitor headcount levels and trends, and allocate headcount by location; identify and explain key drivers of variances to employee expense as needed

Benefits

• Competitive base pay and performance bonuses, dependent on role
• Medical, dental, vision, telemedicine, supplemental insurance benefits, long-term and short-term disability
• 401K with employer match and 100% immediate vesting
• Paid Time Off (PTO) and paid company holidays to help you balance work and personal life
• Paid Volunteer Time Off (VTO) Annually
• Tuition Reimbursement
• Parental Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level