People Matter

Senior Financial Planning & Analysis Analyst



IT, Accounting & Finance
Hyderabad, Telangana, India
Posted on Tuesday, April 16, 2024

Senior Financial Planning and Analysis Analyst (India)

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 anyways. 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.


Hyderabad, India (On-site)

What you will do

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.

DocuSign Envelope ID: 8E9FDAE6-E9BC-42E7-B5C5-A570D0B3A49EBAP Req approval for global hiring in Greenhouse

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 Qualifications

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

Experience Qualifications

Typically 5+ 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


Work Environment

- Work in clean, pleasant, and comfortable home or office 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. Position may be considered remote and require reliable and consistent internet service.

- 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 to request such an accommodation.