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.

Qualifications - External

Job summary/overview

The FP&A Senior Financial Analyst – Customer Success is responsible for providing business and financial guidance to TriNet’s senior management team through various planning and analysis activities.

The person in this position provides budgets, forecasts, and financial reports & analyses for assigned department(s) and/or member(s) of the management team. The FP&A Senior Financial Analyst 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 reporting to the Director of FP&A.

Essential duties/responsibilities

• Act as liaison and provide financial support to assigned departments or members of the leadership team
• Prepare annual targets and develop updated forecasts based upon ongoing business performance and predictive financial models
• 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
• Participate in the data mining and reporting of business unit critical metrics for customer service center activities and other costs to serve.
• Analyze cost trends including developing new relevant key performance indicators.
• Assist Customer Success team 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
• Other projects and responsibilities may be added at the manager’s discretion

Job requirements and qualifications

Education

• Bachelor’s Degree in Accounting or Finance; MBA preferred

Training Requirements (licenses, programs, or certificates)

• None

Experience:

• 3+ years’ experience as Senior Financial Analyst Financial Planning and Analysis, or like experience
• Experience in public company reporting

Other Knowledge, 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
• Customer-focused
• 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

WORK ENVIRONMENT/OTHER INFORMATION (Travel required, physical requirements, on-call schedules, etc.)

• Travel not required.
• Overtime as required (up to 25 hours per month during peak periods)
• Work in clean, pleasant, and comfortable office setting
• Noise level in the environment is usually moderate
• 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 individuals with disabilities to perform the essential functions.

This position may be performed remotely anywhere within the United States, except the role may not be performed in Colorado, Jersey City, NJ, or New York, NY.

As an applicant seeking to work in the state of California, city of Cincinnati, Ohio, state of Connecticut, state of Maryland, or state of Rhode Island you are entitled to information about the salary range for this role. Please contact recruiting@trinet.com for further information.

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 recruiting@trinet.com to request such an accommodation.