Reliance Matrix · 3 hours ago
Financial Analyst Sr.
Philadelphia, PA
Full-time
Hybrid
Mid, Senior Level
$81K/yr - $108K/yr
3+ years expReliance Matrix is a company focused on fostering an inclusive culture, and they are seeking a Senior Financial Analyst to prepare financial reports, forecasts, and analyses for the Financial Data Analytics department. The role involves advising stakeholders, conducting financial evaluations, and implementing process improvements to enhance reporting functions.
Employee BenefitsFinancial ServicesInsuranceMental HealthRetirement
Responsibilities
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
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
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
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
Qualification
Required
Bachelor's Degree in Accounting or Finance, or equivalent field of study required
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
Preferred
MBA or Master's degree in Accounting, Finance, Math, or Statistics is a plus
Experience in Oracle EBS, IBM ICM, Docusign, Salesforce.com, Varicent, & DataMart is a plus
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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