Trinity Capital

Senior Analyst, Financial Planning & Analysis

Trinity Capital Inc., a leading provider of diversified financial solutions to growth stage companies, is looking for an experienced Senior Analyst, FP&A to join its world-class team in Phoenix, AZ.

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 approved plan; updating financial models and forecasts based on new information and performance-to-plan; gathering, maintaining, and analyzing data to drive key decisions; performing ad-hoc analyses to inform senior leaders on key initiatives; and assisting in developing financial models and analyses for new strategic business opportunities.

The ideal candidate is a well-rounded individual who has a strong work ethic and high attention to detail, possesses excellent data and financial analysis skills, takes initiative, and seeks to continuously learn and improve processes in a growing organization. This individual should operate with integrity, humility, honesty, and transparency, and be able to work independently when needed and be engaged in a collaborative team environment. This position is based full-time, on-site, at our beautiful Downtown Phoenix Office.

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, the board of directors, and other internal and external stakeholders
  • Continuously learn and improve the budgeting, reporting, and analysis processes by utilizing new information, technologies, tools, and methods

Required Qualifications

  • Bachelor’s degree in finance, accounting, or similar field

  • 3-5 years of experience in finance, FP&A, or business analysis

  • Experience with financial modeling, including evaluating key assumptions and inputs

  • 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 Qualifications (desired but not required)

  • Advanced degree or certification in finance, accounting, or similar field

  • Direct experience with, or knowledge of, private credit, asset management, and/or investment companies

  • Proficient in PowerBI or other business intelligence applications and platforms

  • Experience with financial planning software such as DataRails, Planful, Anaplan or similar

  • Experience with S&P Capital IQ, SalesForce, and similar applications

Required 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 & development

Physical Requirements

  • Ability to sit, stand, talk, utilize a computer, and read computer screens for extended periods of time

  • Maintain consistent, repetitive motion for data entry (typing/clicking)

  • Ability to lift up to 20 lbs.

Apply Now

We strive to create a positive and collaborative work environment where creativity and innovation can thrive.