Data Analyst ~ FP&A

Job Summary / Overview

The Analyst utilizes knowledge of finance, accounting and insurance strategies to provide business and financial advice to TriNet's management team through various analysis functions. The position is responsible for preparing financial reports and analyses (including budgets and forecasts) for Insurance Services, Financial Planning & Analysis and Accounting and serves as liaison to assist with financial needs. The position provides regular support to other Finance- related functions, such as the month-end close process.

Essential Duties / Responsibilities

• Support FIRM in the preparation and delivery of monthly accounting close process

• Evaluate data integrity and resolve discrepancies

• Prepare data reconciliations evidencing SOX compliance

• Produce assigned revenue forecasts and incorporate understanding of fluid carrier landscape and historical

  insights into forecast assumptions

• Identify and incorporate renewal actions into models and forecasts

• Maintain vendor relationships to assist with data interpretation and resolution to data integrity issues

• Responsible for compiling analysis reports, presentations, and other material to provide a robust analysis

  explaining drivers of forecast variance

• Assist in automation of repetitive data aggregation/manipulation tasks to enable greater focus on value-add

  analysis

• Cross train on and document processes to foster team resiliency

• Support management by completing ad hoc analysis and projects

Job Requirement and Qualifications

Education:• BA/BS in Statistics, Actuarial Science, Math, Economics, Accounting or related field preferred, or equivalent

combination of education and experience

Experience:

• 2+ years analytical experience preferred

• Experience and understanding of working in an insurance environment preferred but not required

• Experience with business intelligence reporting tools is preferred

  Other Knowledge, Skills and Abilities:

• Strong analytical, qualitative and quantitative skills

• Attention to detail and ability to distinguish materially important variances in data

• Analytical mindset, ability to independently identify and communicate relevant information

• Self-starter willing to identify problems and proactively work to identify solutions

  BAP Req approval for global hiring in Greenhouse

DocuSign Envelope ID: 01568E4D-2799-4C24-80D7-FB58392C4C25

• Strong financial analytical skills required, basic accounting knowledge helpful

• Ability to work cross functionally with different departments in different time zones as well as with third party

  partners

• A demonstrated commitment to high professional ethical standards and a diverse workplace

• Ability to adapt quickly and learn new tasks independently

• Ability to manage competing priorities while meeting deadlines

• Excellent written and verbal communication skills required with ability to explain complex financial data

• Excellent problem-solving with ability to apply analytical skills to drive business solutions

• High level of organization, integrity, accuracy, and precision

• Advanced knowledge of Microsoft Excel and Proficient in Microsoft Office Suite (Tablea or BST experience

  preferred)