Strategic FP&A Lead — Forecasting & Growth Insights

Trinnex

Walnut Creek (CA)

On-site

USD 90,000 - 149,000

Full time

14 days+

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Job summary

Trinnex is seeking a Senior Financial Analyst to serve as a strategic business partner to leadership, guiding financial decisions that drive growth and profitability across our water-tech initiatives.

You will own budgeting, forecasting, financial modeling, performance reporting, and KPI dashboards, collaborating with Operations, Project Accounting, and senior leaders, using Power BI and Oracle ERP to deliver insights.

Qualifications

5 years of FP&A or financial analysis experience.
Experience with budgeting, forecasting, and financial modeling.
Knowledge of revenue recognition and project financial management.
Ability to translate data into actionable business recommendations.
Experience with Power BI or similar BI tools.

Responsibilities

Partner with leadership to provide financial insights, forecasting, and recommendations.
Lead budgeting, forecasting, financial modeling, and long-range planning.
Analyze revenue, profitability, project margins, and key business metrics.
Monitor project financial performance and identify risks and opportunities.
Collaborate with Operations and Project Accounting on revenue recognition and contracts.
Develop executive dashboards, KPI reporting, and management presentations.
Support financial controls and process improvement initiatives.
Leverage Power BI, Oracle, and Excel to enhance reporting and decision-making.