Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Specialist

Global Lending Services LLC

Jul 7, 2026 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 GLS offers the below great benefits for your amazing work! 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 Business casual work environment ***This posting is to enter our campus recruiting and entry-level process for position offers being made for 2026*** 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 GLS participates in theE-Verify program to confirm the employment eligibility of all newly hired employees Please visit for information about our great company and other amazing opportunities Applicants have rights under Federal Employment Laws Providing auto finance solutions for franchise dealers and their customers. Global Lending Services LLC leverages technology and analytics to provide accessible and affordable transportation financing, fostering a collaborative culture that drives innovation and customer success. 1200 Brookfield Blvd, Suite 300, Greenville, South Carolina 29607, US 301 W Warner Rd, Suite 115, Tempe, Arizona 85284, US #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Specialist in Columbia, SC vacancy
  • $42 - $55 per hour

     ...value of diversity in the global workplace.About the role:The Financial Analyst has the responsibility of providing financial analysis...  ...operational efficiencies.Develop financial models supporting business planning, investment decisions, capacity planning, and projects.Prepare... 
    Suggested
    Local area
    Remote work

    Torrey Holistics

    Columbia, SC
    4 days ago
  • $87k - $145k

     ...to dream big and take smart risks. What impact you’ll make: The Financial Analyst is responsible for monitoring, analyzing and reporting...  ...against approved CapEx budgets to ensure alignment with financial plans. Analyze budget variances and prepare detailed reports for... 
    Suggested
    Contract work
    Relocation package

    A01242 GE Gas Turbines (Greenville) L.L.C.

    Columbia, SC
    3 days ago
  •  ...Humana is seeking an Associate Vice President of Financial Planning & Analysis to provide strategic financial insight and leadership across CenterWell and Conviva’s Primary Care Organization. You will own forecasts, budgets, and long-range plans, partnering with executives... 
    Suggested

    Humana

    Columbia, SC
    3 days ago
  • $46.99k - $122.4k

     ...and be part of something bigger – helping to simplify health care one person, one family and one community at a time. The Financial Planning & Analysis (FP&A) Senior Analyst will play a key role in supporting the financial planning, forecasting, budgeting, and performance... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Local area

    CVS Health

    Columbia, SC
    5 days ago
  • $46.99k - $122.4k

     ...Initiatives & Pricing Integration supports the tracking, modeling, and financial integration of legislative impacts, new business initiatives,...  ...initiatives are accurately reflected in the Network financial plan.Responsibilities:30% - Monitors and tracks state and federal... 
    Suggested
    Hourly pay
    Full time
    Temporary work

    Oak St. Health

    Columbia, SC
    2 days ago
  • $80.8k - $120k

     ...creation and distribution of monthly reporting packages using both financial and customer-based metrics while adhering to deadlines....  ...forecast and year-over-year comparison. Involvement in the strategic planning process, assessment of strategic investments and decision... 
    Work experience placement
    2 days per week

    UKG (Ultimate Kronos Group)

    Columbia, SC
    5 days ago
  • $46.99k - $122.4k

     ...Initiatives & Pricing Integration supports the tracking, modeling, and financial integration of legislative impacts, new business initiatives,...  ...initiatives are accurately reflected in the Network financial plan.Responsibilities:30% - Monitors and tracks state and federal... 
    Hourly pay
    Full time
    Temporary work

    Oak St. Health

    Columbia, SC
    2 days ago
  • $85k - $92k

     ...Senior Financial Analyst - REMOTEThe Senior Financial Analyst leads processes to include the development of planning, evaluation and assessment of corporate initiatives, analysis and proposal of strategic alternatives to enhance Ryder's market position. This position will... 
    Full time
    Remote work

    Ryder

    Columbia, SC
    3 days ago
  • $130.9k - $154k

     ...ambitious mission to unlock economic freedom into a sustainable financial reality. We ensure the company's resources are deployed...  ...own the company’s financial roadmap, from the annual operating plan and rolling forecasts to the in-depth business reviews that ensure... 
    Local area

    Coinbase

    Columbia, SC
    4 days ago
  • $85k

     ...Senior Financial Analyst - REMOTE The Senior Financial Analyst leads processes to include the development of planning, evaluation and assessment of corporate initiatives, analysis and proposal of strategic alternatives to enhance Ryder's market position. This position... 
    Full time
    Remote work

    Ryder

    Columbia, SC
    4 days ago
  •  ...comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage,...  ...-making. Primary Responsibilities Create detailed financial reporting and analysis to assess performance vs. targets, providing... 
    Full time
    Local area
    Flexible hours

    Southern Glazer's Wine and Spirits

    West Columbia, SC
    4 days ago
  • $85.5k - $139.35k

     ...support the preparation and consolidation of the company-wide annual budget, strategic plan, and monthly/quarterly forecasting processes, and provide proactive, insightful financial analysis and business support to assigned functional leaders. Responsibilities Support... 
    Temporary work
    Work at office
    Worldwide
    3 days per week

    The Chamberlain Group Inc

    Columbia, SC
    5 days ago
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being... 
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    Columbia, SC
    5 days ago
  •  ...guided by a common purpose to help make financial lives better by connecting clients and...  ...and provide access to partners who are specialists in their field.• Marketing strategies to...  ...(CFP) and/or Chartered Retirement Planning Counselor (CRPC).• Obtained insurance licenses... 
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Columbia, SC
    4 days ago
  • $46.99k - $122.4k

     ...a time. Primary Responsibilities: Assists in the development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs, analyze financial data, and provide recommendations for financial targets... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area

    CVS Health

    Columbia, SC
    3 days ago
  • $140k - $160k

    Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite... 
    Full time
    For contractors
    Work at office
    Remote work

    Osaic

    Columbia, SC
    1 day ago
  •  ...participate in STEM OPT for this position.Job DescriptionConsults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Columbia, SC
    1 day ago
  • Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. Ideal candidates demonstrate strong communication skills and a genuine desire to make a positive impact on others. Integrity is essential as you assist... 
    Remote work
    Work from home

    Medium

    Columbia, SC
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Columbia, SC
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Columbia, SC
    5 days ago
  • AO Garcia Agency is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. This role involves assisting clients in securing financial futures, maintaining the highest integrity in client interactions, and presenting... 
    Remote work
    Work from home

    AO Garcia Agency

    Columbia, SC
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With...  ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Columbia, SC
    2 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Work at office

    Unavailable

    Columbia, SC
    5 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco...  ...specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Columbia, SC
    2 days ago
  • $78k - $150k

     ...Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned...  ...financial needs and goals. Provide personalized financial planning and investment advice tailored to clients' objectives Analyze... 

    First Financial Group

    Columbia, SC
    5 days ago
  •  ...employment ~ Competitive compensation and medical/dental benefit plans ~ PTO and holiday pay ~401(k) participation with possible...  ...that can be provided when requested Are you seeking a financial counseling career that helps a diverse population improve their... 
    Full time
    Part time
    Work at office
    Immediate start

    ECPI University

    Columbia, SC
    18 hours ago
  •  ...on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.Essential...  ...consultative sales process to partner with clients to review investment plans on a regular basis.Lead overall client relationship management... 
    Full time
    Part time
    Work at office

    SunTrust Investment Services, Inc.

    Columbia, SC
    2 days ago
  • $39k - $43.83k

     ...Job Responsibilities Advises student and parents regarding financial assistance programs. Disseminates accurate and timely...  ...appropriate adjustments to student records. Assists with the planning and implementation of policies, procedures and processes of the... 
    Full time
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Midlands Technical College, SC

    Columbia, SC
    4 days ago
  •  ...Bank of America’s Merrill Wealth Management is seeking a Financial Solutions Advisor (MFSA) to work with high-net-worth clients, identify needs, develop relationships, review investment goals, and prepare recommendations aligning with clients’ objectives. You’ll leverage... 

    Bank of America

    Columbia, SC
    5 days ago
  •  ...Financial Advisor - Columbia, SC page is loaded## Financial Advisor - Columbia, SClocations...  ...to help you do so.* Get the support of specialists from every facet of the organization—...  ...revenue streams, and dedicated planning fees for those who qualify.* Medical, dental... 
    Local area

    Thrivent Financial

    Columbia, SC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Specialist. Be the first to apply!