Senior Analyst, FP&A

Trinity Capital • Westlake, OH

28d

About The Position

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. 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. 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.

Requirements

• 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)
• 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

Nice To Haves

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level