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

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-to-day 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

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
Parental Leave
Business casual work environment

Financial Planning Specialist

Key skills