Financial Planning and Analysis Analyst

Overview

The Financial Planning & Analysis Analyst provides business and financial guidance to TriNet's management team through budgets, forecasts, and financial reports and analyses for assigned departments or members of the management team. This is an individual contributor role.

What you'll do

• Prepare monthly, quarterly and annual forecasts on a timeline
• Report on actual financial results against targets, provide analysis of forecast variances, and assist in guidance on future trends
• Build detailed, automated forecast variance models to enable rapid and repeatable analyses of contractor headcount and costs by project
• Participate in the data mining and reporting of business unit KPI performance measures for Technology teams
• Assist FP&A team with preparation of Quarterly Business Review materials covering KPIs, contractor and headcount costs by project, and quarterly projections vs Plan and forecast
• Become expert navigating within and recommending improvements to Fieldglass, ServiceNow, Tableau and AnaPlan applications
• Perform ad hoc financial analysis projects and report preparation as identified by management team
• Track, investigate, report and forecast technical contractor expenses by resource by extracting and reconciling data from multiple source systems
• Other projects and responsibilities may be added at the manager's discretion

What you'll need

• Bachelor's Degree in Accounting or Finance or equivalent work experience
• Typically 2+ years in financial planning and analysis
• Advanced Microsoft Excel and PowerPoint skills
• Highest standards of accuracy and precision; highly organized
• Articulate with excellent verbal and written communication skills
• Ability to think creatively, highly-driven and self-motivated
• Demonstrated ability to roll up sleeves and work with team members in a hands-on capacity
• Demonstrated commitment to high professional ethical standards and a diverse workplace
• Ability to adapt to a fast-paced, continually changing business and work environment while managing multiple priorities

Nice to have

• Experience in a Public Company
• Understanding of PEO business, CLTV (Customer Lifetime Value) and CTS (Cost to Serve) concepts and metrics
• Anaplan and Tableau experience
• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)

Details

• Location: Hyderabad, Telangana, India
• Work mode: 100% in office
• Travel: Minimal