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Financial Specialist – FP&A
NavientFinancial Specialist supporting Navient’s Financial Planning & Analysis team with financial modeling and analysis. Partnering with senior team members to turn data into actionable insights in a hybrid role.
Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- Annual Budget and Quarterly Forecast includes the preparation of information and calculation execution of existing processes to support the annual budget and quarterly forecasts.
- Enhance documentation of existing models and processes.
- Assist in updating calculations (and enhancing documentation) for various reporting processes related to financial analysis of results.
- Perform ad hoc analyses to support requests by management.
- Develop relationships with Accounting, Operations, Credit Risk, etc. to gather inputs and research questions.
- Work with the team to update Board presentations and other monthly/quarterly reporting to effectively communicate results for senior team members to present.
Requirements
What you’ll need- Bachelor’s Degree- Finance or Accounting degree preferred.
- Additional equivalent experience above the required minimum may substitute.
- 0-2 years of experience with financial modeling/analysis.
- 0-2 years of experience in Microsoft Excel.
- Strong verbal and written communication skills.
- Additional equivalent education above the required minimum may substitute for level of experience.
- Nice to have: Financial analysis, statistical, and modeling skills.
- Experience in financial services/student loan industry.
- Coding experience building Excel Macros in VBA will be considered favorably.
- VB, VBA and Smartview experience is a plus.
Benefits
Comp & perks- Paid time off that begins accruing on Day 1, plus My Day and paid company holidays.
- Medical, dental, and vision coverage for eligible employees and dependents, with access to health advocacy support.
- A 401(k) plan with employer match to support long‑term financial security.
- Company‑paid basic life insurance and short‑ and long‑term disability coverage.
- Employee Assistance Program (EAP) and wellbeing resources, including digital health and chronic‑condition support.
- Family planning resources.
- Pet insurance.
- Learning, development, and career growth opportunities through tuition reimbursement and our e-learning platform.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingfinancial analysisstatistical skillsExcel MacrosVBASmartview
Soft Skills
verbal communicationwritten communication
Certifications
Bachelor’s Degree in FinanceBachelor’s Degree in Accounting