Senior Financial Planning and Analysis Analyst

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.

TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single requirement. At TriNet, we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, we encourage you to apply anyway. You may just be the right candidate for this or other roles.

A Brief Overview
The Senior Financial Planning & Analysis Analyst is responsible for providing business and financial guidance to TriNet's 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.

Locations
United States (Remote)

What you will do

• Act as liaison and provide financial support to assigned departments or members of the leadership team
• Prepare revenue forecasts and predictive models based upon ongoing business performance
• Report on actual financial results against targets, provide analysis of forecast variances, and assist in guidance on future trends
• Influence strong cross-functional communications and enhance efficiencies by leading teams through operational improvement efforts
• Actively support ongoing improvement of TriNet’s financial, planning and business intelligence systems
• Analyze cost trends including developing new relevant key performance indicators.
• Assist with preparation of Quarterly Business Review materials covering KPI’s, service costs, and quarterly projections vs Plan and forecast.
• Develop expertise in navigating within and improving Tableau and Anaplan applications
• Support new products and initiatives with business case development.
• Perform ad hoc financial analysis projects and report preparation as identified by management team
• Additional duties as assigned 

Education Qualifications

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

Experience Qualifications

• Typically 5+ years in financial planning and analysis-Required 
• Typically 2+ years’ experience in revenue forecasting
• 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 
• Proven ability to build predictive models
• 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 clean, pleasant, and comfortable home or office setting. The work environment characteristics described here are representative of those an