Trinity Capital Inc.
Trinity Capital Inc. (Nasdaq: TRIN) is an international alternative asset manager that seeks to deliver consistent returns for investors through access to private credit markets. We are looking for an experienced professional to join our world-class team as a Senior Analyst – Financial Planning & Analysis in Phoenix, Arizona. This is a high-impact role within a publicly traded organization, responsible for driving financial planning, developing robust analytical models, and delivering data-driven recommendations to support strategic decision-making.
Job Description
The FP&A Senior Analyst’s responsibilities include assisting throughout the planning and forecasting processes, including developing aspects of the annual operating plan (AOP) and monitoring results against the plan; updating financial models and forecasts based on new information and recent performance; gathering, maintaining, and analyzing data to drive key decisions; performing ad-hoc analyses to inform senior leaders on key initiatives; and developing and maintaining financial models and analyses for strategic business opportunities.
Duties and Responsibilities
Develop planning tools for the annual operating plan (AOP) process and collaborate with departments across the organization to gather and incorporate key inputs to the plan
Assist in preparing, monitoring, and updating operating budgets and financial forecasts
Partner with department leaders to perform regular (i.e., monthly and quarterly) variance analyses to aid senior leaders in understanding company performance and to support data-driven decision making
Perform ad-hoc data, financial, and scenario analyses to inform senior leaders on key strategic decisions
Gather, maintain, analyze, and facilitate distribution of data and information, including Trinity and peer key performance indicators (KPIs) and other financial and business metrics
Efficiently and effectively communicate results of analyses, including underlying assumptions and drivers
Assist in preparing executive-level presentation materials for senior leaders and other stakeholders
Continuously learn and improve the budgeting, reporting, and analysis processes by utilizing new information, technologies, tools, and methods
Characteristics
Excellent financial analysis, data analysis, and research skills, including identifying trends and drivers
Hands-on self-starter with the ability to work independently in a high-volume, fast-paced environment that requires a work product that is accurate and timely
Highly organized and efficient, able to manage multiple priorities and shift focus as needed to meet the growing demands of the business
Effective communicator with excellent listening, written, and verbal skills
Committed to personal, professional, and organizational growth and development
Experience
Bachelor’s degree in finance, accounting, or similar field
3-5 years of experience in finance, FP&A, and/or business analysis
Direct experience with private credit, asset management, or investment companies
Experience with financial modeling, including three-statement financial models, cash flow and liquidity forecasts, JV or private fund models, and budget roll-ups
Understanding of financial statement flow and presentation including balance sheets, income statements, and statements of cash flows
Understanding of accounting/finance principles and FP&A best practices, including compilation, analysis and reporting of financial data
Advanced Excel skills and proficiency with other Microsoft Office tools (e.g., PowerPoint)
Preferred Experience
Advanced degree or certification in finance, accounting, or similar field
Proficient in PowerBI or other business intelligence applications and platforms
Experience with financial planning software such as DataRails, Planful, Anaplan, or similar
Experience with data analytics platforms such as Databricks, Snowflake, or similar
Physical Requirements
Ability to sit, stand, talk, utilize a computer, and read computer screens for extended periods of time
Ability to lift up to 20 lbs.
Other Trinity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity, or any other characteristic protected by law.
Apply Now We strive to create a positive and collaborative work environment where creativity and innovationcan thrive.
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Job Description
The FP&A Senior Analyst’s responsibilities include assisting throughout the planning and forecasting processes, including developing aspects of the annual operating plan (AOP) and monitoring results against the plan; updating financial models and forecasts based on new information and recent performance; gathering, maintaining, and analyzing data to drive key decisions; performing ad-hoc analyses to inform senior leaders on key initiatives; and developing and maintaining financial models and analyses for strategic business opportunities.
Duties and Responsibilities
Develop planning tools for the annual operating plan (AOP) process and collaborate with departments across the organization to gather and incorporate key inputs to the plan
Assist in preparing, monitoring, and updating operating budgets and financial forecasts
Partner with department leaders to perform regular (i.e., monthly and quarterly) variance analyses to aid senior leaders in understanding company performance and to support data-driven decision making
Perform ad-hoc data, financial, and scenario analyses to inform senior leaders on key strategic decisions
Gather, maintain, analyze, and facilitate distribution of data and information, including Trinity and peer key performance indicators (KPIs) and other financial and business metrics
Efficiently and effectively communicate results of analyses, including underlying assumptions and drivers
Assist in preparing executive-level presentation materials for senior leaders and other stakeholders
Continuously learn and improve the budgeting, reporting, and analysis processes by utilizing new information, technologies, tools, and methods
Characteristics
Excellent financial analysis, data analysis, and research skills, including identifying trends and drivers
Hands-on self-starter with the ability to work independently in a high-volume, fast-paced environment that requires a work product that is accurate and timely
Highly organized and efficient, able to manage multiple priorities and shift focus as needed to meet the growing demands of the business
Effective communicator with excellent listening, written, and verbal skills
Committed to personal, professional, and organizational growth and development
Experience
Bachelor’s degree in finance, accounting, or similar field
3-5 years of experience in finance, FP&A, and/or business analysis
Direct experience with private credit, asset management, or investment companies
Experience with financial modeling, including three-statement financial models, cash flow and liquidity forecasts, JV or private fund models, and budget roll-ups
Understanding of financial statement flow and presentation including balance sheets, income statements, and statements of cash flows
Understanding of accounting/finance principles and FP&A best practices, including compilation, analysis and reporting of financial data
Advanced Excel skills and proficiency with other Microsoft Office tools (e.g., PowerPoint)
Preferred Experience
Advanced degree or certification in finance, accounting, or similar field
Proficient in PowerBI or other business intelligence applications and platforms
Experience with financial planning software such as DataRails, Planful, Anaplan, or similar
Experience with data analytics platforms such as Databricks, Snowflake, or similar
Physical Requirements
Ability to sit, stand, talk, utilize a computer, and read computer screens for extended periods of time
Ability to lift up to 20 lbs.
Other Trinity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity, or any other characteristic protected by law.
Apply Now We strive to create a positive and collaborative work environment where creativity and innovationcan thrive.
#J-18808-Ljbffr