Financial Planning Specialist

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