Financial Planning and Analysis Analyst

Mosaic.tech; Hyderabad; On-site; INR 900,000 - 1,500,000; Full time

Job summary

TriNet is hiring a Financial Planning & Analysis Analyst to provide business and financial guidance to management in Hyderabad (on-site). You will prepare budgets, forecasts, and financial reports, and analyze strategic initiatives, ROI, and ad hoc projects.

The role is an individual contributor with emphasis on accuracy and cross-functional collaboration. Qualifications include a Bachelor's in Accounting/Finance, 2+ years FP&A, and strong Excel/PowerPoint skills.

Qualifications

• Bachelor's degree in Accounting or Finance or equivalent.
• 2+ years FP&A experience; public company preferred.
• CPA/CMA preferred.

Responsibilities

• 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 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
• 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

Skills

Excel

PowerPoint

Anaplan

Tableau

Financial analysis

Budgeting

Forecasting

Communication

Education

Accounting/Finance degree

CPA/CMA preferred

Tools

Anaplan

Tableau

Job description

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 many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles.

A Brief Overview

The Financial Planning & Analysis Analyst is responsible for providing business and financial guidance to TriNet's management team through various planning and analysis activities. This role provides budgets, forecasts, and financial reports & analyses for assigned department(s) and/or member(s) of the management team. This role also assists in analyzing strategic endeavors, new business opportunities, customer profitability, long-term forecasting, new product ROI, and other ad hoc projects as required. This is an individual contributor role.

Location:

• Hyderabad, India (on-site)

What You Will 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 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
• 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

Education Qualifications

• Bachelor's Degree in Accounting or Finance or equivalent work experience required

Experience Qualifications

• Typically 2+ years in financial planning and analysis required
• Experience in a Public Company preferred

Skills And Abilities

• Understanding of PEO business, CLTV (Customer Lifetime Value) and CTS (Cost to Serve) concepts and metrics 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

Licenses and Certifications

• Certified Public Accountant (CPA) preferred
• Certified Management Accountant (CMA) preferred

Travel Requirements

• Minimal

Work Environment

• Work in a clean, pleasant, and comfortable office work 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.
• This position is 100% in office.

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job 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 [e-mail] to request such an accommodation.