The Senior Financial Analyst will partner closely with SG&A leaders and the FP&A team to support financial planning, forecasting, reporting, and analysis. This role is responsible for delivering high-quality insights related to SG&A performance, supporting executive reporting, and maintaining forecasting accuracy across cost centers. The ideal candidate is analytical, detail-oriented, adaptable to shifting priorities, and comfortable working cross-functionally in a fast-paced environment.
Position Responsibilities- Serve as an FP&A business partner to SG&A leaders (e.g., People Operations, IT, Facilities, Legal, Accounting, Strategic Operations), supporting day-to-day financial analysis and decision-making.
- Play a key role in annual planning and quarterly forecasting processes, including ownership of SG&A forecasts and assumptions.
- Prepare and analyze monthly financial performance against annual plan and prior year, identifying key drivers and variances.
- Contribute to monthly executive and board reporting, including preparation of slides, analyses, and written commentary.
- Build and maintain financial models, forecasts, and reporting in Excel and Adaptive Planning, incorporating operational data from systems such as Salesforce.
- Work with large and complex datasets across multiple systems, ensuring data accuracy, consistency, and integrity.
- Prepare recurring and ad hoc internal reporting and analysis for FP&A leadership and senior stakeholders.
- Support broader FP&A initiatives, cross-functional projects, and continuous improvement efforts as needed.
Position Requirements- 4-7 years of relevant financial experience, preferably in FP&A, corporate finance, or related roles.
- Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA a plus.
- Advanced Excel skills, including building and maintaining complex financial models, and experience with financial reporting and forecasting tools (e.g., Adaptive Planning, Salesforce, BI).
- Strong understanding of financial statements, U.S. GAAP, and core finance principles.
- Excellent analytical skills with the ability to communicate insights clearly and concisely to both finance and non-finance partners.
- Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.
- Proven ability to collaborate cross-functionally within a matrixed organization.
- Team-oriented mindset with a willingness to support broader FP&A deliverables.
Trinity9s salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. A reasonable estimate of the current range minimum is
$110,000. In addition to your base salary, you will also be eligible for an annual discretionary performance bonus.
