Senior Financial Planning Analyst (Phoenix)

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 Analysts 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.

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.

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

Experience

Preferred Experience

Physical Requirements

Other