Financial Planning Specialist

Global Lending Services • Greenville, SC

7d • 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. This posting is to enter our campus recruiting and entry-level process for position offers being made for 2026.

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
• Business casual work environment

What This Job Offers

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