Financial Planning Specialist - December 2026 - May 2027 Grads
The Financial Planning Specialist at Confidential Client supports key financial functions including budgeting, forecasting, expense reporting, vendor management, and headcount monitoring to drive organizational financial success. This role involves detailed financial analysis, collaboration with senior management and accounting teams, and leading cost savings initiatives within a fast-paced, growth-oriented environment. The position requires strong analytical skills, proficiency in Excel, and effective communication to influence financial decision-making.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role summary
Confidential Client is seeking an entry-level Financial Planning Specialist to join its finance team in Travelers Rest, SC. This campus-recruiting role will consider candidates graduating December 2026 or May 2027. You will support budgeting, forecasting, expense analysis, vendor reviews, headcount tracking, and month‑end expense accounting to help drive sound financial decisions across the organization.
What you’ll do
- Update and maintain department-level budgets; identify and explain monthly variances and prepare materials for leadership reviews
- Monitor monthly expenses and vendor spend; flag material issues to senior management
- Collaborate with Accounting to determine and record monthly expense accruals and journal entries
- Analyze vendor proposals and support the vendor management process with financial analysis
- Track third‑party labor spend and coordinate capital expenditure accounting with Accounting and IT
- Support or lead ad hoc cost‑savings projects and build detailed cost forecasts by department
- Maintain headcount analyses: forecast staffing needs, allocate by location, and explain drivers of employee expense variances
- Prepare recurring monthly and quarterly reporting and presentation materials for department leaders
What we’re looking for
- Minimum of a bachelor’s degree in Finance, Financial Management, Accounting, Mathematics, or a related field
- Basic knowledge of accounting and core financial concepts
- Strong analytical, problem solving, and data‑gathering skills
- Advanced Excel skills required; familiarity with VBA, SQL, or another scripting/query language is a plus
- High intellectual curiosity and ability to understand drivers of financial performance at a high level
- Professional maturity with strong verbal and written communication skills for interaction with senior management
- Self-motivated, detail-oriented, organized, and able to work independently in a fast‑paced environment
- Team player who adapts to change and exemplifies organizational values
Employment details & expectations
- Employment type: Full‑time (exempt)
- Typical hours: Monday–Friday, generally 8:30am–5:30pm; schedule may vary based on business needs and could require over 40 hours during busy periods
- Travel: None required for this role
- This role may require prolonged periods in a stationary position and tasks involving fine motor coordination
Compensation & benefits
- Estimated base pay: $63,917 per year (estimated)
- Competitive base pay plus performance bonuses, where applicable
- Medical, dental, vision, telemedicine, supplemental insurance, and short/long‑term disability
- 401(k) with employer match and immediate vesting
- Paid time off, paid company holidays, paid volunteer time off, parental leave, and tuition reimbursement
- Business casual workplace
Additional hiring information
- This posting is for campus recruiting; offers will be for candidates graduating December 2026 or May 2027.
- Confidential Client participates in E‑Verify to confirm employment eligibility of newly hired employees.
- As part of our hiring process, automated tools or AI may be used to assist with application review or resume screening; human decision‑makers make final hiring decisions.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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