Title/Job Profile:

Senior Financial Planning & Analysis Analyst

FLSA Status:

Exempt

JOB INFORMATION

Job Code:

T30051

Locations:

Offshore, India (Remote)

Function:

Finance

Family/Sub-Family:

Financial Planning & Analysis

Career Level:

P3

JOB SUMMARY

The Senior Financial Planning & Analysis Analyst is responsible for providing business and financial guidance to TriNet's management team through various planning and analysis activities. The person in this position provides financial and operational analytics, budgeting and forecasting, trend analysis, business insights, qualitative assessment of risks and opportunities, and recommendations based on advanced financial analysis. This is an individual contributor role.

•

Report on actual financial results against targets, provide analysis of forecast variances, and assist in guidance on future trends

30%

•

Review accruals and/or reclasses each month to determine accuracy and inform accounting of any changes

15%

•

Review monthly headcount and ensure accuracy in headcount forecast (including opening net new requisitions, backfill requisitions, and maintaining accuracy of existing headcount)

15%

Prepare monthly management reporting that compares plan and/or forecast vs. actuals

20%

•

Prepare annual targets and develop updated forecasts based upon ongoing business performance and predictive financial models

10%

•

Assist with preparation of Quarterly Business Review materials covering KPI’s and quarterly projections vs Plan and forecast.

5%

•

Perform ad hoc financial analysis projects and report preparation as identified by management team

5%

•

Performs other duties as assigned

•

Complies with all policies and standards

QUALIFICATIONS

Bachelor's Degree

in Accounting or Finance or equivalent work experience

required

Typically 4+ years

in financial planning and analysis

required

experience in a Public Company

preferred

Certified Public Accountant (CPA)

preferred

Certified Management Accountant (CMA)

preferred

Advanced Microsoft Excel and PowerPoint skills required

Anaplan and Tableau 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 multiple priorities

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.

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