Senior Financial Planning and Analysis Analyst

TriNet; Hyderabad; On-site; INR 800,000 - 1,200,000; Full time

Job summary

TriNet is seeking a skilled financial analyst in Hyderabad, India, to enhance the accuracy of fiscal forecasts and reports. Responsibilities include forecasting, KPI analysis, and optimizing financial models to support the organization's strategic goals.

The ideal candidate will possess a Bachelor's Degree in Accounting or Finance, alongside 4+ years of financial planning experience. Advanced Excel skills are essential, and familiarity with tools like Tableau and Anaplan is preferred.

This position is strictly on-site, promoting a collaborative office environment.

Qualifications

• Typically 4+ years in financial planning and analysis required.
• Experience in a Public Company preferred.

Responsibilities

• Prepare monthly, quarterly and annual forecasts on a timeline.
• Report on actual financial results against targets.
• Build detailed, automated forecast variance models.
• Participate in KPI performance measures for Technology teams.
• Assist FP&A team with Quarterly Business Review materials.
• Navigate and recommend improvements to Fieldglass, ServiceNow, Tableau and AnaPlan.
• Perform ad hoc financial analysis projects.
• Track, investigate and report technical contractor expenses.

Skills

Understanding of PEO business, CLTV and CTS

Advanced Microsoft Excel skills

PowerPoint skills

Anaplan experience

Tableau experience

Verbal and written communication skills

Organizational skills

Ability to think creatively

Hands-on teamwork ability

Education

Bachelor's Degree in Accounting or Finance

Tools

Tableau

Anaplan

Job description

Location

Hyderabad, India (on-site)

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

Education Requirements

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

Experience Requirements

• Typically 4+ 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.