Job Description

Address : 322 Rhett Street, Greenville, South Carolina, United States - 29601

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 1,000 storefronts locations and online lending. Providing services in over 20 states, Purpose Financial employs over 2,700 team members.

At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals.

We offer:

• Competitive Wages
• Health/Life Benefits
• Health Savings Account plus Employer Seed
• 401(k) Savings Plan with Company Match
• 3 Weeks of Paid Parental Leave
• 11 Company Paid Holiday\'s
• Paid Time Off including Volunteer Time
• Vacation Carryover
• Tuition Reimbursement
• Work-Life Balance
• Business Casual Environment
• Rewards & Recognition Program
• Employee Assistance Program
• Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks (for those working onsite or hybrid)

To learn more about Purpose Financial visit .

Position Summary

The Financial Planning & Analysis team is responsible for all financial forecasting and planning for Purpose Financial and its family of brands. This position will support our business partners across the organization by providing timely financial reporting, assisting with the Annual Budget/Plan & Reforecast processes, and performing analyses of our core operations or products. We work in a demanding environment; the ability to handle multiple projects and meet deadlines is required. The successful candidate will be initiative-taking and thrive in a team-focused, highly communicative environment.

Job Responsibility

The primary responsibility for the successful candidate is to learn our business and grow their skillset through hands-on experience with reporting, analyses, and involvement in large projects.

• Assist with the preparation of accurate, timely, and relevant financial reporting, P&L\'s, and analyses to provide insight into business results, performance trends, and areas of improvement.
• Contribute to presentations enabling Finance leadership to clearly communicate business results to Company\'s stakeholders.
• Assist in facilitating partnership between Finance and Accounting teams to understand and incorporate actuals into reporting.
• Support the development and preparation of the annual plan, forecasts, and various modeling exercises.
• Contribute to financial analyses and monitor key performance indicators with direction from senior members of the team.
• Ad-hoc requests, what-if analyses, and other duties as assigned.

Embody Purpose Financial\'s DEI Statement: At Purpose Financial, our people are our greatest asset. We are inclusive and encourage different points of view. We all belong here. We respect our colleagues, we value our customers, and we support our communities. It is our commitment to diversity that drives our ability to deliver proven financial solutions in innovative and creative ways.

Job Responsibilities Cont.

Education Required

BS Degree in Finance, Economics, or similar field of study.

Experience Required

Priority will be given to demonstrable skillsets; in general, 3-5 years of related experience is appropriate (could include co/op or intern experience). Excellent oral and written communication skills are essential as well as strong initiative and the ability to work well in a team environment. Applicants with less experience but the right attitude and knowledge base will be considered as an analyst.

Knowledge Required

Excellent written and verbal communications skills; adaptability and flexibility to a changing environment; and comfortable working in a dynamic, high volume, fast-paced environment. Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products.

Must have and will frequently employ knowledge of accounting practices and strong Excel skills (able to work with large data sets, strong understanding of Vlookups, Sumifs, pivot tables and moderate experience with VBA). Ability to develop or utilize models and foster a customer service mentality to ensure a high level of service to all. Advanced critical thinking, problem solving, and sound judgment to escalate issues to manager.

The following Desired Skills are not required but are those skills that would set a candidate apart from others: (Our team routinely uses Excel, Tableau, SAS/SQL, & SAP.)

• Presentation/Communication skills
• Forecasting and analysis skills
• ERP system experience
• Querying relational databases
• Using a visual analytics software

Physical Requirements

Sitting for long periods of time; standing occasionally; walking; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any assigned location.

Competencies

Adaptability

Budget Forecasting

Customer Advocacy

Data Gathering and Analysis

Inclusiveness

Integrity

Interpersonal Skills

Results/Accountability

Travel

Less than 5%; travel expenses between Corporate Office and chosen hybrid workspace will not be reimbursed.

Attire

Business Casual

Other

Must be eligible to work in the USA and able to pass a background check.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

Requisition ID: 42579

Advance America