Strategic FP&A Partner for Growth & Insights

Trinnex; San Diego (CA); On-site; USD 90,000 - 149,000; Full time

Job summary

Trinnex is seeking a Senior Financial Analyst to partner with leadership in shaping strategic financial decisions. You will own budgeting, forecasting, and long-range planning, while translating complex numbers into actionable insights for growth and profitability.

The role emphasizes collaboration with Operations and Project Accounting, and requires advanced Excel, Power BI, and Oracle ERP proficiency. Travel is minimal; the position is based in San Diego, CA, with a focus on revenue

Qualifications

• Bachelor's degree; 5 years of related experience.
• Experience in SaaS/tech, digital solutions or project-based business environments preferred.
• Strong analytical skills, data-driven decisions, and ability to influence leadership.

Responsibilities

• Partner with Trinnex leadership to provide financial insights, forecasting, and recommendations.
• Lead budgeting, forecasting, financial modeling, and long-range planning processes.
• Analyze financial and operational performance, including revenue, profitability, project margins, resource utilization, and key metrics.
• Monitor project financial performance, identify risks and opportunities, and provide actionable recommendations.
• Collaborate with Operations and Project Accounting to support revenue recognition, contract review, client billing, and compliance.
• Develop and maintain executive dashboards, KPI reporting, analyses, and management presentations.
• Support controls, process improvements, and efficiency initiatives across the business.
• Leverage Power BI, Oracle, Excel and other enterprise systems to enhance reporting and decision-making.

Skills

FP&A

Corporate finance

Project accounting

Budgeting

Forecasting

Financial modeling

Performance analysis

Data storytelling

Leadership partnering

Excel

Office Suite

Power BI

Oracle ERP

Education

Bachelor's degree

Tools

Power BI

Oracle ERP

Excel

Office Suite

Job description

Trinnex is seeking a Senior Financial Analyst to partner with leadership in shaping strategic financial decisions. You will own budgeting, forecasting, and long-range planning, while translating complex numbers into actionable insights for growth and profitability.

The role emphasizes collaboration with Operations and Project Accounting, and requires advanced Excel, Power BI, and Oracle ERP proficiency. Travel is minimal; the position is based in San Diego, CA, with a focus on revenue