Financial Planning Analyst

Triunity Software, Inc.; United States; On-site; USD 59,400 - 90,750; Full time

Job summary

A leading software firm is seeking a Manager for Client Engagement and Delivery. The ideal candidate will manage budgeting and forecasting processes, partner with department leaders, and ensure data accuracy. A Bachelor's degree in Finance or related field is required, along with experience in financial operations and advanced Excel skills. This mid-senior level role offers a contract position with a salary range of $59,400 - $90,750 annually.

Qualifications

• Minimum of a Bachelor's degree in a relevant field.
• Experience in financial operations and process improvement.
• Ability to influence senior stakeholders.

Responsibilities

• Own budgeting, forecasting, and reporting for Opex.
• Build and maintain financial models and dashboards.
• Partner with department leaders for cost optimization.
• Manage Opex data accuracy for stakeholders.
• Support accounting during month-end close.

Skills

FP&A expertise

Strong communication skills

Collaboration skills

Proficiency in Excel

Experience with Power BI

Education

Bachelor’s degree in Finance, Accounting, Economics

Advanced degree or certification (CPA, CFA, MBA)

Tools

Adaptive Insights

Excel (Power Query, VBA)

Power BI

Tableau

Job description

Manager- Client Engagement and Delivery (USA, Canada, UK ,Mexico & India)

We’re looking for someone who blends deep FP&A expertise with a transformation-driven mindset. This role fits someone who’s comfortable owning the day-to-day financial rhythm while also pushing for better processes, cleaner data, and smarter decision-making. The ideal candidate thrives in a dynamic environment where precision, collaboration, and forward-thinking matter.

Key Responsibilities

• Own budgeting, forecasting, and reporting for Opex across multiple departments, ensuring accuracy and alignment with business goals.
• Build, maintain, and distribute financial models, dashboards, and reports that track Opex performance and highlight actionable insights.
• Partner with department leaders and finance executives to provide analysis, recommendations, and decision support around spending trends and cost optimization.
• Manage Opex data accuracy, including allocations, updates, and reconciliations for finance and business stakeholders.
• Support accounting during month-end close, including allocations, accruals, and variance analysis to ensure timely and accurate reporting.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Advanced degree or certification (CPA, CFA, MBA) preferred.
• Experience balancing hands-on financial operations with process improvement or transformation initiatives.
• Proficiency with Adaptive Insights (Workday Adaptive Planning), advanced Excel (Power Query, VBA), and visualization tools such as Power BI or Tableau.
• Strong communication and collaboration skills, with the ability to partner with and influence senior stakeholders.

Preferred Qualifications

• Experience leading or contributing to FP&A transformation or standardization efforts.
• Background in consulting or large enterprise FP&A teams managing Opex workflows and strategic initiatives.
• Strong project management skills with the ability to balance operational detail with strategic thinking.

Nice to Have

• SaaS industry experience.
• Experience with financial planning tools such as Anaplan, Pigment, or Board.
• Strong proficiency in Power BI.

Seniority Level

Mid-Senior level

Employment Type

Contract

Job Function

Finance

Industries

IT Services and IT Consulting

United States $59,400 - $90,750 1 week ago