Financial Planning Specialist I

Global-Lending-Services; Greenville (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive base pay

Performance bonuses

Medical benefits

Dental benefits

Vision benefits

Telemedicine

Disability insurance

401K with employer match

PTO and holidays

Volunteer Time Off

Tuition Reimbursement

Parental Leave

Business casual

Job summary

Global-Lending-Services is seeking a Financial Planning Specialist to support budgeting, forecasting, and expense reporting across departments. You will monitor vendor costs, coordinate accruals with Accounting, and drive cost-saving initiatives while maintaining headcount analyses and location-based allocations.

The role requires a bachelor's degree in Finance or related field, strong Excel skills, and the ability to work with senior leadership to communicate financial insights effectively.

Qualifications

• Bachelor's degree required in Finance or related field.
• Basic knowledge of accounting and financial concepts helpful.
• Strong analytical, problem-solving, data gathering, and analysis skills.

Responsibilities

• Update and maintain the department budget process; identify variances and present to senior management.
• Monitor monthly expenses and vendor costs; highlight issues to leadership.
• Collaborate with Accounting to book monthly expense accruals and analyze spend.
• Support vendor management with detailed financial analyses of proposals.
• Track headcount and costs by location; forecast expenses and savings opportunities.

Skills

Excel

VBA

SQL

Financial analysis

Budgeting

Communication

Education

Bachelor's degree in Finance or related field

Job description

Why GLS?

Purpose

Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one's family, and the needs of others. Through advanced analytics and technology, we can more accurately predict credit risk and provide more people with an affordable auto financing option for their next vehicle. That’s what GLS has done for over 10 years, helping more than half a million families meet and improve their transportation needs.

People

Join a culture of over 1,000 employees who Care Deeply and Think Boldly, driving innovation in an adaptive and positive culture that celebrates successes. We empower and reward individuals and teams who make direct, positive impacts to the business and each other, who take pride in their work and are ever-raising the bar.

Growth

Recognized by Inc 5000 as one of the fastest-growing private companies in America. Join GLS to grow with us!

Benefits

• oCompetitive base pay and performance bonuses, dependent on role
• oMedical, dental, vision, telemedicine, supplemental insurance benefits, long-term and short-term disability
• o401K with employer match and 100% immediate vesting
• oPaid Time Off (PTO) and paid company holidays to help you balance work and personal life
• oPaid Volunteer Time Off (VTO) Annually
• oTuition Reimbursement
• oParental Leave
• oBusiness casual work environment

What does it mean to be a Financial Planning Specialist at GLS?

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.

How will you drive value within the organization as a Financial Planning Specialist?

• 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

What should you already know to be successful in this role?

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

Employment Requirements:

• This is an exempt level position whereby business need will dictate the exact work schedule which should be expected to vary at times. Generally, the days and hours of work are Monday through Friday, 8:30am-5:30pm
• Regular, predictive attendance is required, including in excess of 40 hours per week as business demands dictate
• Evening and weekend work may be required as job duties demand
• The position does not require travel
• Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
• Remain in a stationary position up to 100% of the workday
• Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity
• Remain in a stationary position up to 100% of the workday

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