Financial Planning and Analysis Analyst

Trinet Group; Vadali; On-site; INR 600,000 - 900,000; Full time

Job summary

TriNets is seeking a Financial Planning Analysis Analyst to provide business and financial guidance to the management team through planning, budgeting, forecasting, and reporting. The role involves evaluating new business opportunities, customer profitability, long-term forecasting, and ROI analyses for new products.

This is an individual contributor position and requires in-office work. Responsibilities include preparing forecasts, analyzing variances, building automated models for headcount

Qualifications

• Bachelor's degree in Accounting or Finance or equivalent work experience.

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 data mining and reporting of KPI performance measures for Technology teams.
• Assist FPA team with quarterly Business Review materials covering KPI, contractor and headcount costs by project, and projections vs Plan and forecast.
• Navigate Fieldglass, ServiceNow, Tableau and Anaplan applications and suggest improvements.
• Perform ad hoc financial analysis projects and reporting as requested by management.
• Track, investigate, report and forecast contractor expenses by resource by extracting data from multiple source systems.

Skills

Excel

PowerPoint

Analytical thinking

Verbal communication

Self-motivated

Team collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

Fieldglass

ServiceNow

Tableau

Anaplan

Job description

Job Summary

The Financial Planning Analysis Analyst is responsible for providing business and financial guidance to TriNets 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.

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 FPA 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

• Bachelors 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.