Data Analyst Jobs at TriNet | Hyderabad | Finance & AI Analytics

Company: TriNet
Job Title: Data Analyst
Job Type: Full-Time
Location: Hyderabad, Telangana, India
Work Mode: On-site (100% office-based)
Experience: Typically 2+ years
Department: Finance, Insurance Services & Financial Planning and Analysis (FP&A)

About TriNet

TriNet is a provider of comprehensive human resources solutions for small and midsize businesses (SMBs). Its services include payroll processing, human capital consulting, employment law compliance, employee benefits, health insurance, retirement plans, and workers’ compensation insurance.

TriNet helps businesses streamline HR operations so they can focus on their core business activities and growth.

About the Role

TriNet is hiring a Data Analyst to support its finance, accounting, insurance services, and financial planning functions. The role focuses on financial analysis, revenue forecasting, budgeting, month-end reporting, data reconciliation, and business process automation.

The selected candidate will analyze financial data, investigate forecast variances, maintain data integrity, and support compliance-related reporting. The role also involves developing and maintaining Microsoft Copilot agents and AI-enabled workflows to automate repetitive tasks and improve operational efficiency.

Key Responsibilities

1. Financial Analysis and Forecasting

• Prepare assigned revenue forecasts using historical trends and insights into the insurance carrier landscape.
• Analyze forecast variances and explain the factors driving changes in financial performance.
• Identify and incorporate renewal activities into financial models and forecasts.
• Prepare financial analysis reports, presentations, and supporting materials for management.
• Support budgeting, forecasting, and other FP&A activities.

2. Accounting and Financial Reporting

• Support the monthly accounting close process.
• Prepare financial reports and analyses for Insurance Services, Accounting, and Financial Planning and Analysis.
• Assist finance teams with reporting requirements and financial data interpretation.
• Perform ad hoc analysis and special projects as required by management.

3. Data Quality and Reconciliation

• Evaluate data integrity and investigate discrepancies.
• Perform data reconciliations and maintain supporting documentation for SOX compliance.
• Work with vendors and internal stakeholders to resolve data interpretation and quality issues.
• Maintain accuracy, consistency, and reliability across financial datasets.

4. AI Automation and Copilot Workflows

• Design, configure, and maintain Microsoft Copilot agents and AI-enabled workflows using enterprise tools.
• Automate repetitive data aggregation and manipulation tasks.
• Develop AI-assisted solutions that improve business processes, decision-making, and operational efficiency.
• Document use cases, workflows, and best practices to support the reuse and scaling of Copilot agents across Workers’ Compensation.
• Ensure AI-enabled solutions follow enterprise privacy, security, and responsible AI standards.

5. Collaboration and Process Documentation

• Work with cross-functional teams and third-party partners across different time zones.
• Cross-train team members and document processes to improve team continuity.
• Identify operational challenges and proactively recommend solutions.
• Manage competing priorities while meeting deadlines and complying with company policies.

Required Qualifications

Education

A bachelor’s degree in one of the following fields, or an equivalent combination of education and experience:

• Statistics
• Actuarial Science
• Mathematics
• Economics
• Accounting
• A related discipline

Experience

• Typically 2+ years of analytical experience.
• Strong financial analysis and quantitative problem-solving skills.
• Experience using AI-assisted tools such as Microsoft Copilot in a business context.
• Experience developing or supporting AI and automation solutions, including workflow automation, data pipelines, or intelligent agents.

Experience in an insurance environment and familiarity with business intelligence reporting tools are preferred.

Required Skills

Financial and Analytical Skills

• Financial analysis and forecasting
• Budgeting and variance analysis
• Basic accounting knowledge
• Revenue forecasting and renewal analysis
• Data reconciliation and data integrity
• SOX compliance support
• Quantitative and qualitative analysis

Technical Skills

• Advanced Microsoft Excel
• Microsoft Office Suite
• Microsoft Copilot and AI-assisted tools
• AI workflow automation
• Data aggregation and manipulation
• Tableau or Power BI (preferred)

Professional Skills

• Strong written and verbal communication
• Attention to detail and analytical accuracy
• Problem-solving and independent decision-making
• Cross-functional collaboration
• Time management and prioritization
• Professional integrity and ethical conduct
• Ability to learn new processes independently
• Ability to explain complex financial information clearly

Preferred Qualifications

• Experience working in the insurance industry.
• Familiarity with insurance services or Workers’ Compensation.
• Experience with financial planning and analysis (FP&A).
• Experience with business intelligence and reporting tools such as Tableau or Power BI.
• Practical experience developing AI agents, automation workflows, or data pipelines.

Job Details

Category	Details
Company	TriNet
Job Title	Data Analyst
Location	Hyderabad, Telangana, India
Work Mode	On-site, 100% office-based
Employment Type	Full-Time
Experience	Typically 2+ years
Education	Bachelor’s degree or equivalent combination of education and experience
Primary Domain	Finance and Insurance Analytics
Key Tools	Excel, Microsoft Copilot, Microsoft Office
Preferred BI Tools	Tableau, Power BI
Core Responsibilities	Forecasting, Financial Reporting, Reconciliation, AI Automation

Work Environment

This is a fully office-based position in Hyderabad. Candidates should be comfortable collaborating with teams and third-party partners across different time zones while managing multiple priorities.

TriNet provides reasonable accommodations during the application process for candidates with disabilities. Applicants requiring accommodation can contact India_Recruitment@Trinet.com.

Equal Opportunity Employer

TriNet is an Equal Opportunity Employer and does not discriminate against applicants on the basis of protected characteristics under applicable law.

Who Should Apply?

This position may suit professionals with at least two years of analytical experience who have strong Excel and financial analysis skills and an interest in insurance, forecasting, and AI-driven business process automation.

Candidates with experience in FP&A, accounting, insurance analytics, Microsoft Copilot, or business intelligence tools may find this role particularly relevant.

How to Apply

Interested candidates can review the requirements and submit their application through TriNet’s official careers website.

Official Application Link: https://jobs.trinet.com/careers/job/42900185?hl=en

Application Tip: Highlight relevant experience in financial forecasting, variance analysis, Excel, data reconciliation, and AI workflow automation when preparing your application.