Financial Planning Specialist I

Global Lending Services LLCGreenville, South CarolinaOn-siteFull-timeNew grad, 0–1 yearsListed 1 week ago

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About this role

***This posting is to enter our campus recruiting and entry-level process for position offers being made for December 2026 or May 2027***
 
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, predictable 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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