Senior Financial Planning & Analysis Analyst (OpEx)
Senior Financial Planning and Analysis Analyst
TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.
TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR. Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single requirement. At TriNet, we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, we encourage you to apply anyway. You may just be the right candidate for this or other roles.
A Brief Overview
The Senior Financial Planning & Analysis Analyst is responsible for providing business and financial guidance to TriNet's teams through various planning and analysis activities. With a focus on Operating Expense analysis and reporting, the person in this position provides expense flux analysis at a detailed level including contractor expense tracking and reconciliation using data from various source systems. The FP&A Senior Financial Analyst also assists in analyzing headcount by project and other ad hoc projects as required.
What you will do
Track, investigate, report and forecast technical contractor expenses by resource by extracting and
reconciling data from multiple source systems
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
Assist FP&A team with preparation of Quarterly Business Review materials covering KPI’s, 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
Other projects and responsibilities may be added at the manager’s discretion
Bachelor's Degree in Accounting or Finance or equivalent work experience required
Chartered Accountant preferred
Typically 4+ years in financial planning and analysis required
Experience within a technology driven Public Company preferred
Hyperion, Smartview or PBCS experience required
Skills and Abilities
Advanced Microsoft Excel and PowerPoint skills required
Anaplan, Tableau, ServiceNow, and Fieldglass experience preferred but not required
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
A 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
Understanding of PEO business, CLTV (Customer Lifetime Value) and CTS (Cost to Serve) concepts
and metrics preferred
Licenses and Certifications
Certified Public Accountant (CPA) preferred
Certified Management Accountant (CMA) preferred
Work in clean, pleasant, and comfortable home or office setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. Position may be considered remote and require reliable and consistent internet service.
Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The abovejob description is not all encompassing. Position functions and qualifications may vary depending on business necessity.
TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact email@example.com to request such an accommodation.