Financial Planning & Analysis jobs in United States
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Trident Consulting · 6 hours ago

Financial Planning & Analysis

Trident Consulting is a U.S.-based IT staffing and consulting firm supporting Fortune 500 and enterprise clients. They are seeking a Financial Planning & Analysis professional to support budgeting, forecasting, and performance tracking while gaining exposure to enterprise systems and processes.

AnalyticsArtificial Intelligence (AI)Big DataEnterprise Resource Planning (ERP)Information TechnologyMachine Learning
Hiring Manager
Ramkumar Selvam
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Responsibilities

Support FP&A in budgeting, forecasting, and performance tracking
Assist Supply Chain Finance with cost analysis and reporting
Develop reports in Excel and Power BI for financial analysis
Gain exposure to enterprise financial systems (Anaplan, Oracle, Visual CFin)
Build readiness for a permanent role within the finance team
Assist in preparing budgets, forecasts, and variance reports
Support scenario modeling and performance tracking
Help track supply chain costs (freight, inventory, procurement)
Prepare reports to monitor supply chain KPIs
Contribute to monthly, quarterly, and annual reporting packages
Provide ad hoc analysis under guidance from senior team members
Use formulas, pivot tables, and charts to analyze large datasets
Build and maintain basic financial models
Develop Power BI dashboards with guidance, learning DAX and visualization best practices
Deliver monthly FP&A and Supply Chain Finance support reports
Deliver quarterly forecast updates and variance analysis
Deliver Excel-based models and reporting tools
Deliver Power BI dashboards for team use

Qualification

FP&A experienceAdvanced ExcelPower BICorporate finance knowledgeAnalytical skillsAnaplan familiarityOracle Financials exposureVisual CFin awarenessAsteryx familiarityCommunication skillsTeamwork abilities

Required

Strong FP&A experience
Advanced Excel, including macros
Power BI – dashboards, reporting, data visualization
Strong analytical and numbers-driven mindset
Solid corporate finance knowledge
P&L
Revenue
Cost analysis
Forecasting & budgeting
Entry level - 2+ years experience with accounting position, report optimization (Excel, PowerBI)
Strong Excel skills (formulas, pivot tables, large dataset handling)
Basic Power BI knowledge with willingness to learn advanced features
Strong analytical and problem-solving skills
Effective communication and teamwork abilities

Preferred

Familiarity with Anaplan for financial planning
Exposure to Oracle Financials for enterprise reporting
Awareness of Visual CFin for consolidation and financial close processes
Familiarity with Asteryx as a planning tool

Company

Trident Consulting

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Trident Consulting expertise in big data, AI & analytics, cloud, infrastructure, ERP, Java frameworks and technologies, Engineering and R&D.

Funding

Current Stage
Growth Stage

Leadership Team

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Shabana Siraj
CEO and Founder
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Company data provided by crunchbase