The Senior Financial Analyst will be responsible for the preparation of various financial reports, forecasts and analyses for the Financial Data Analytics department.
Planning and Analysis
Advises and provides subject matter expertise to applicable stakeholders on key financial analytics, identified trends, or complex projects/assignments.
Reviews complex analysis and validates the financial data to ensure information is sufficient, complete, accurate and reliable.
Anticipates and proactively provides solutions to complex finance and/or financial analysis problems.
Conducts a thorough evaluation of complex financial metrics and analysis while carefully following controls and processes to achieve efficiency.
Process Improvement
Continuously evolves the reporting function to ensure alignment with present and future business needs.
Must adopt and be an advocate of new tools and technology (e.g. FAST, OAC)
Recommends the implementation of process improvements and/or automation that significantly reduces workloads or improves quality across the department.
Stays abreast of current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Reporting
Coordinate with various departments, and mentor staff appropriately in order to support departmental responsibilities.
Develops sufficient, accurate and reliable financial information to support data driven decision making.
Ad hoc reporting as needed
Specific to Management Reporting
Owner of financial deliverables (I.e. Financial package pages, board material).
Prepare 3 year financial plan and other forecasts/projections.
Understanding and development of various reconciliations.
Required Knowledge, Skills, Abilities and/or Related Experience
Bachelor’s Degree in Accounting or Finance, or equivalent field of study required. MBA or Master’s degree in Accounting, Finance, Math, or Statistics is a plus.
3-5 years’ experience in financial analysis that directly aligns with the specific responsibilities for this position.
Superior analytical problem solving skills.
Proven ability to synthesize large volumes of data, report on complex findings, and evaluate the implications of a course of action or solution.
Must be able to maintain a consistently high degree of accuracy in mathematical calculation and analysis.
Must be able to apply concepts such as probability, statistics, financial modeling, percentages, ratios, and proportions to practical solutions.
Must be able to identify trends in data and information.
Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
Must have strong written and verbal communication skills, including the ability to influence and communicate with senior level management.
Ability to prioritize, multitask, manage ambiguity, and work in fast paced environment.
Ability to perform under stress in emergency situations.
Excellent organizational and project management skills required.
Understanding of Compliance, Internal Controls, and Regulatory requirements.
Must be a pro-active leader and influencer who can think “outside the box”, and effectively build strong relationships across the department to understand user needs.
Demonstrated project leadership, business and technical acumen around the data within a financial services organization.
Experience modernizing legacy data to newer technologies.
Proven ability to work independently and as part of a team with all levels of the organization.
Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint required.
Experience in Oracle EBS, IBM ICM, Docusign, Salesforce.com, Varicent, & DataMart is a plus
Ability to Travel: Up to 10%
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Our Values:
- Integrity
- Empowerment
- Compassion
- Collaboration
- Fun
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.
#LI-Hybrid .
Top Skills
What We Do
Reliance Matrix delivers employee benefits, absence management and workforce productivity solutions through the financial stability of a top-rated insurance carrier, the agility and innovative spirit of a Third Party Administrator (TPA), and the daily commitment of thousands of team members across America. Where larger competitors offer size, we inspire confidence and long term engagement through integration, reliability and dedication to providing customized solutions.
Reliance Matrix innovates and provides technology-driven absence and benefit solutions that enable employees and employers to manage time away from work.
We help employers attract and retain valuable human capital through thoughtful, inclusive benefit programs delivered with care.
We bring top-tier regulatory knowledge and cutting edge technology to help optimize workforce productivity and compliance.
We offer a seamless member experience customized to each individual’s need
and event.
We integrate our solutions and expertise with leading HR technologies to ensure accuracy, efficiency and a superior customer experience.
We are a proud member of the global Tokio Marine Group, one of the oldest, largest and most respected insurance organizations in the world.
In the business hierarchy, human capital is the most precious of assets. Reliance Matrix delivers comprehensive, integrated solutions and services to attract, protect and help optimize an employer’s work force in a changing, challenging world
