Financial Planning Specialist I
Global Lending Services
Greenville, South CarolinaFinance /Full-Time /HybridWhy 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!o Competitive base pay and performance bonuses, dependent on roleo Medical, dental, vision, telemedicine, supplemental insurance benefits, long-term and short-term disabilityo 401K with employer match and 100% immediate vestingo Paid Time Off (PTO) and paid company holidays to help you balance work and personal lifeo Paid Volunteer Time Off (VTO) Annuallyo Tuition Reimbursement o Parental Leave o Business casual work environmentWhat 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 leadersMonitor monthly expenses with key vendors and identify material issues for senior managementCollaborate with Accounting team to determine and book monthly expense accrualsSupport the vendor management process with detailed financial analyses of vendor proposalMonitor 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 allocationsCoordinate with senior management to identify cost savings projects; support or lead ad hoc cost savings projects as necessaryBuild and maintain detailed cost forecasts by department as necessarySupport the overall budgeting process by providing insights on cost trendsMaintain 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 neededWhat 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 requiredBasic knowledge of accounting and financial concepts requiredStrong analytical, problem solving, data gathering, and analysis skills requiredStrong Excel skills required; basic knowledge least one computer coding language (VBA, SQL) preferredHigh 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-levelHigh level of professional maturity; verbal and written communication skills necessary to interact with senior management requiredStrong drive, ambition, and self-motivation; ‘self-starter’ with the ability to independently resolve day-today issuesExcellent organizational skills with high attention to detailTeam player that can adapt in a fast paced and changing environmentCommitment to exemplifying the organizational core values and key competenciesEmployment 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-5:30pmRegular, predictable attendance is required, including in excess of 40 hours per week as business demands dictateEvening and weekend work may be required as job duties demandThe position does not require travelSignificant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterityRemain in a stationary position up to 100% of the workdaySignificant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterityRemain in a stationary position up to 100% of the workday2023 California Applicant Privacy NoticeGLS participates in the E-Verify program to confirm the employment eligibility of all newly hired employeesPlease visit for information about our great company and other amazing opportunitiesApplicants have rights under Federal Employment LawsFamily and Medical Leave Act (FMLA)Equal Employment Opportunity (EEO)Employee Polygraph Protection Act (EPPA)As part of our hiring process, we may use automated tools or artificial intelligence technologies to assist in evaluating applications, assessing qualifications, and supporting hiring decisions. All employment decisions are ultimately reviewed in accordance with applicable laws and company policies.
- ...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...SuggestedFull timeTemporary workCasual workImmediate startMonday to Friday
- ...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...SuggestedTemporary workCasual workImmediate start
- GLS is seeking a Financial Planning Specialist to support department budgeting and forecasting, expense reporting, and vendor management. You will help monitor spend, develop cost-saving initiatives, and coordinate with the Accounting and IT teams on allocations and accruals...Suggested
$18.65 - $19.9 per hour
...- $19.90 based on experience The Opportunity: The Financial Counselor (FC) role is responsible for the review of benefits... ...existing financial clearance policies. ~ Assists eligibility specialists in the verification of insurance information such as: Medicaid...SuggestedPrice work$56k - $70k
...employer to ask for an accommodation or an alternative application process. Current Lighting is seeking a motivated Financial Analyst to support financial planning, reporting, analysis, and business decision-making. This role will partner with finance, accounting, and...SuggestedFull timeImmediate startFlexible hours- ...South Carolina Greenville, SC 296140001, USA Description Summary: Responsible for guiding students and families through the financial aid process, administering state and military educational assistance programs, and ensuring the accurate processing and delivery of financial...Local area
- ...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 timeTemporary workPart timeWork experience placementWork at office
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- ...Private Wealth Advisor at Upstate Legacy Planning Group Overview Northwestern Mutual in... ...practice and is currently seeking new financial advisors. We specialize in recruiting "... ...support from our network of financial specialists, training programs, and mentors. Pursue...Full timeTraineeshipInternship
$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 timeFor contractorsInternshipLocal areaFlexible hours- ...candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial...Work at officeLocal area
- ...Financial AdvisorAre you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Greenville... ...a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve...Full timeLocal areaRemote work
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern... ...financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future...Local area
$61k - $119k
Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor... ...success using tools such as retirement planning, insurance and investment services,... ...’s exceptional network of financial specialists, training and educational programs, and...Full timeContract workFor contractorsInternship$1,000 per month
501 E McBee Ave Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive... ...strategies as needs evolveCollaborate with internal specialists to deliver integrated solutions Identify and pursue new business...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity 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...For contractorsWork at office$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...- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to... ...to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required...Full timeWork experience placementFlexible hours
- Role Overview This position involves engaging clients through consultative sales to understand their financial needs and recommend personalized banking solutions. Responsibilities include identifying growth opportunities, guiding clients on deposit and loan options, and...Work at office
- ...About the job Vacation Planning Specialist Company Description Getaway Travel Agency USA is a dynamic, Arizona-based travel agency with a global team, specializing in unforgettable vacations: from Disney adventures to luxury cruises and international getaways...Full timePart timeRemote workFlexible hours
- ...responsible for supporting the company’s budgeting, forecasting, and financial reporting processes, delivering accurate analysis and... ...help leaders understand performance, evaluate opportunities, and plan for growth. Reporting to the Head of FP&A and Treasury, this position...Local areaVisa sponsorship
$20.5 per hour
...Financial Services Representative (Greenville- Augusta Rd) Calling all sales-oriented professionals with a passion for exceptional customer... ...services to meet our members' financial needs. Incentive Plan: Be rewarded for your successes with a competitive monthly...Hourly pay- ...Job Posting Position Summary: Works closely with Financial Aid to post anticipated and actual aid to student accounts. Performs reconciliation for withdrawn student's aid. Support credit card acceptance and reporting. Support Student Services Hub counter functionalities...Work at officeLocal area
- ...Financial Aid Counselor Tigerville Campus - Tigerville, SC 29688 Overview Position Type Full Time Staff Education Level 4 Year Degree Description DEPARTMENT: STUDENT SERVICES Position Summary: The Financial Aid Counselor provides excellent customer service...Full timeWork at office
- ...development Bonus based on performance ROLE DESCRIPTION: As a Financial Advisor within our office, you will successfully market the... ...agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management...Work at office
$27 - $41 per hour
..., empowering customers to achieve positive financial outcomes while supporting Intuit's mission... ...between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-...Work at officeLocal areaMonday to Friday$85k - $100k
...workplace? Would you thrive working for a growing, prestigious financial advisory firm in a fun, team-oriented environment? At our firm... ...to delivering comprehensive wealth management, financial planning, and tax solutions to individuals, families, and business owners...Work at office- ...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 Analyst at GLS?As a Financial Analyst, you will maintain and update internal and external financial reports and provide monthly...Full timeTemporary workCasual workImmediate startMonday to Friday
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