The Senior Data Analyst utilizes their knowledge of finance, accounting and business strategies to provide insights to TriNet’s management team through various analysis functions. The position is responsible for preparing financial reports and analyses for the Data & Analytics organization and serves to assist with company needs. The position provides regular support to other Revenue, Marketing, and Finance-related functions, such as the month-end close process.
What you will do
- Provide insights, analysis & recommendations on top of revenue pipeline, effectiveness of marketing programs and impact on marketing Cost to Acquire. Analyze results by Lead Source and recommend actions.
- Leverages business knowledge and expertise to drive business process improvement. Identify and address areas of risk that threaten the success of the company. Advise and implement solutions to mitigate risk.
- Supports consolidated Marketing forecast process. Implements dashboards (Tableau) and scenario analysis (Anaplan/Excel) to support operational & strategic decisions. Analyze monthly results and provides recommendations to financial & non-financial leaders.
- Coordinate with Revenue Leaders, Financial Planning and Analysis, and Insurance Services to ensure revenue and costs are captured accurately
- Responsible for compiling and supporting key reporting metrics (KPI) and other visual materials
- Mentoring data analysts to develop their skills in independent design, analysis, and communication of findings
- Cross train staff to mitigate risks to key processes
- Assist in automation of repetitive data aggregation/manipulation tasks to enable greater focus on value-add analysis
- Performs other duties as assigned
- Complies with all policies and standards
Education Qualifications
- Bachelor’s Degree or equivalent experience – Preferred
Experience Qualifications
- Typically 5+ years
Skills and Abilities
- Tableau development experience – Preferred
- Anaplan development experience – Preferred
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office Suite
- Excellent presentation and facilitation skills
- Ability to lead others
Licenses and Certifications
- Tableau Certified Data Analyst – Preferred
Work Environment
- Work in home or office setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.
- Position may be considered remote and require reliable and consistent internet service.