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 FP&A Manager is responsible for providing business and financial guidance to TriNet’s senior management team through various planning and analysis activities. This position will also serve as a lead finance business partner to the Customer Success organization and its leadership.

This role provides financial and operational analytics, budgeting and forecasting, trend analysis, business insights, qualitative assessment of risks and opportunities, and recommendations based on advanced financial analysis. 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 reporting to the Director of FP&A .

Locations
United States (Remote)

What you will do

• Function as liaison and provide financial support to assigned departments or members of the leadership team.
• Prepare annual targets and own the development of 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 process improvement efforts.
• Actively support ongoing improvement of TriNet’s financial, planning and business intelligence systems.
• Participate in the data aggregation and reporting of business unit KPI performance measures for customer service center activities and other costs to serve.
• Analyze cost trends including monitoring and 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.
• Become expert 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 discretion.

Education Qualifications

• Bachelor's Degree in Accounting or Finance; MBA Preferred; or equivalent education and experience

Experience Qualifications

• 8+ years experience in financial planning and analysis, financial modeling

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 highly 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 collaborate 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.
• Flexible schedule during peak periods

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 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.

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.