Reliance Matrix · 20 hours ago
Financial Data Analyst
Philadelphia, PA
Full-time
Hybrid
Entry, Mid Level
$72K/yr - $96K/yr
2+ years expReliance Matrix is a company focused on Retirement Services, and they are seeking a Financial Data Analyst to support informed decision-making through data analysis and financial reporting. The role involves collecting and analyzing financial data, preparing reports, ensuring compliance with accounting standards, and continuously improving data management processes.
Employee BenefitsFinancial ServicesInsuranceMental HealthRetirement
Responsibilities
Develop reporting methodologies to support business needs
Gather and consolidate financial data from multiple sources, including internal systems and external vendors
Conduct comprehensive data analysis to identify trends, anomalies, and insights related to Annuities, Funding Agreements and Investments
Prepare accurate and timely financial reports for internal stakeholders, clients, and regulatory authorities
Ensure adherence to accounting standards and regulatory requirements while providing transparent and detailed reporting
Assist in audit and compliance activities, providing necessary documentation and explanations to auditors
Ensure adherence to regulatory guidelines, internal controls, and industry best practices
Perform regular reconciliations of investment transactions, ensuring consistency and accuracy between various data sources
Validate data to ensure integrity, identify discrepancies, and take corrective actions as needed
Continuously seek opportunities to enhance data management processes, data accuracy, and accounting practices
Develop and maintain process documentation
Collaborate with cross-functional teams to implement improvements and streamline workflows
Qualification
Required
Bachelor's degree in Accounting, Finance, Economics, or a related field
Proven experience (2-5 years) in investment data analysis, accounting, or a related financial role
Strong knowledge of accounting principles and financial reporting standards
Proficiency in utilizing a variety of business software applications, including but not limited to Oracle, Clearwater, Microsoft Excel, Microsoft Access, SQL, and Python
Familiarity with investment instruments, asset classes, and portfolio management concepts
Attention to detail and ability to work with complex financial data sets
Excellent analytical, problem-solving, and critical-thinking skills
Strong communication and interpersonal skills for effective collaboration with team members and stakeholders
Ability to adapt to changing priorities, manage multiple tasks, and meet strict deadlines
Preferred
Advanced degree (Master's or MBA) in Finance, Accounting, or a related field
Professional certifications such as CFA, CPA, or CIPM
Experience with investment accounting software and systems
Understanding of risk management principles and practices
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
Company
Reliance Matrix
Reliance Matrix provides financial protection, absence management, and supplemental health benefits solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Srinivas Jonnada
SVP & CIO
Recent News
2026-01-15
2026-01-07
2025-10-21
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