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Analyst, FP & A (Insurance)

Company: TriNet Group
Location: Bradenton
Posted on: June 9, 2019

Job Description:

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.
JOB SUMMARY/OVERVIEW

The Financial Analyst provides business and financial advice to TriNet's senior management team through various budgeting and analysis functions. The position is responsible for preparing budgets, forecasts, and financial reports and analyses for assigned departments and/or member(s) of the management team and serves as liaison to assist them with all their financial needs. The position provides regular support to other Finance-related functions, such as the month end close process. The position assists in analyzing strategic endeavors, new business opportunities, customer pricing and profitability, long-term forecasting, new product ROI, and other ad hoc projects as required.

ESSENTIAL DUTIES/RESPONSIBILITIES


  • Act as liaison and provide financial support to assigned department(s) or member(s) of the management team
  • Assist in preparation of budgets and forecasts
  • Report on actual financial results against targets, provide analysis of variances, and assist in guidance on future trends
  • Provide support to other Finance departments and functions such as, but not limited to:


    • Accounting during month end close process
    • Risk during contract renegotiations


    • Provide analysis of client profitability and recommendations on pricing
    • Assist in automation of repetitive data aggregation/manipulation tasks to enable greater focus on value add analysis
    • Assist in ongoing improvement of TriNet's financial, planning, and business intelligence systems
    • Assist in enabling strong cross-functional communications and enhanced efficiencies by leading teams through process improvement efforts
    • Assist in ad hoc financial analysis projects and report preparation as required
    • Other projects and responsibilities may be added at the manager's discretion

      JOB REQUIREMENTS AND QUALIFICATIONS

      Education:

      BA or BS in Accounting or Finance; MBA preferred

      Training Requirements (licenses, programs, or certificates):

      None required

      Experience:

      3 to 5 years corporate financial analysis experience

      Other Knowledge, Skills and Abilities:

      • Working knowledge of MS Office applications having advanced level Excel, Intermediate PowerPoint, and basic Word;
      • Good presentation skills with the ability to work closely with senior management;
      • High level of integrity;
      • Knowledge of PeopleSoft Financials, Essbase and/or Hyperion Planning a plus
      • Strong leadership skills;
      • Experience in financial services and/or insurance industry;
      • 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 management capacity.
      • Travel minimal 0-10%
      • Overtime as required 0-25 hours per month


        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 a company manager, a company officer or a TriNet HR representative to request such an accommodation.





Keywords: TriNet Group, Bradenton , Analyst, FP & A (Insurance), Professions , Bradenton, Florida

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