Financial Planning Specialist

6 days ago


Sunnyvale, California, United States Softworld, a Kelly Company Full time

About the Role:

We are seeking a highly skilled Financial Planning Specialist to join our team at Softworld, a Kelly Company. As a key partner to our Tech & Product leaders, you will play a critical role in developing strong and trusted partnerships with business stakeholders and providing accurate and timely financial reporting, analysis, and insights.

Key Responsibilities:

  • Develop and maintain financial models and forecasts to support business decision-making
  • Provide financial analysis and insights to senior leaders, including budgeting and planning processes
  • Collaborate with cross-functional teams to identify opportunities for efficiency and scalability
  • Research and analyze expense activity to gain a deep understanding of primary drivers of operating expenses
  • Develop and maintain detailed budget versus actual analysis and identify areas for improvement
  • Prepare and present financial analysis and presentations to executive leadership
  • Assist in accounting processes related to close and work closely with Corporate Finance and Accounting to accrue, forecast, and track activities
  • Perform various ad hoc analysis for finance and leadership

Requirements:

  • 1-3 years of relevant experience in financial planning and analysis
  • Bachelor's degree in finance, accounting, business, economics, or a related analytical field
  • Expert Excel skills and experience with financial modeling
  • High level of accountability, execution, and a strong desire to achieve outstanding results
  • Sound business acumen, logical reasoning, and critical thinking skills
  • Detailed oriented, yet able to be concise and think at a high level
  • Strong interpersonal, written, and verbal communication skills, with an emphasis on active listening
  • Ability to prioritize, deal with interruptions, and meet deadlines in a fast-paced environment

What We Offer:

  • A dynamic and collaborative work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

Softworld, a Kelly Company is an equal opportunity employer.



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