Financial Planning Specialist

Jobtailor; Greenville (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Finance Analyst to support budgeting and forecasting efforts in Greenville, SC. The role requires strong analytical skills, solid Excel proficiency, and basic accounting knowledge.

Candidates should hold a bachelor’s degree in Finance, Accounting, Financial Management, or Mathematics, with VBA/SQL knowledge preferred. The position emphasizes collaboration with multiple departments and vendor management in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Financial Management, Accounting, Mathematics or related field required.
• Basic knowledge of accounting and financial concepts required.
• Strong Excel skills required.
• Basic knowledge of VBA or SQL preferred.

Responsibilities

• Demonstrates strong analytical and problem-solving skills to support budgeting and forecasting processes.
• Capable of collaborating with various departments to provide insights on cost trends.
• Assist in managing vendor relationships effectively.

Skills

Budgeting

Forecasting

Financial Analysis

Excel Proficiency

VBA

SQL

Cost Forecasting

Data Analysis

Headcount Analysis

Vendor Management

Analytical Skills

Problem Solving

Communication Skills

Organizational Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

Bachelor's Degree in Financial Management

Bachelor's Degree in Mathematics

Tools

Excel

VBA

SQL

Job description

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
• Basic knowledge of at least one computer coding language (VBA, SQL) preferred
• High level of intellectual curiosity required
• Professional maturity and verbal and written communication skills necessary to interact with senior management required
• Strong drive, ambition, and self-motivation; ability to independently resolve day-to-day issues
• Excellent organizational skills with high attention to detail
• Team player able to adapt in a fast-paced and changing environment
• Commitment to exemplifying organizational core values and key competencies
• Regular, predictable attendance required, including more than 40 hours per week as business demands dictate
• Evening and weekend work may be required
• Position does not require travel
• Ability to remain stationary up to 100% of the workday
• Manual skills requiring motor coordination and finger dexterity

Core Competencies

Demonstrates strong analytical and problem-solving skills to support budgeting and forecasting processes, with proficiency in Excel and basic knowledge of accounting principles. Capable of collaborating with various departments to provide insights on cost trends and manage vendor relationships effectively.

Highest-signal resume keywords

• Budgeting And Forecasting
• Financial Analysis
• Excel Proficiency
• Accounting Knowledge
• Vendor Management

Hard Skills

• Budgeting
• Forecasting
• Financial Analysis
• Excel
• VBA
• SQL
• Cost Forecasting
• Expense Tracking
• Data Analysis
• Headcount Analysis

Soft Skills

• Analytical Skills
• Problem Solving
• Communication Skills
• Organizational Skills
• Team Player

Certifications & Qualifications

• Bachelor's Degree In Finance
• Bachelor's Degree In Accounting
• Bachelor's Degree In Financial Management
• Bachelor's Degree In Mathematics

Industry Keywords

• Budget Variance
• Expense Accruals
• Cost Savings Projects
• Third-Party Labor Spend
• Capital Expenditure Accounting