Associate Financial Analyst

Job Responsibilities and Requirements

Responsible for assisting with the preparation of various financial reports, forecasts and analyses for the departments, cost & budget, expense reporting, purchasing, management reporting, operational reporting, and sales compensation.

Planning and Analysis

• Provides complex data analysis and validates information is complete, accurate, and reliable.

• Assist in the preparation of the Delphi Financial Group three-year plan.

• Assist in the preparation of monthly budget/forecasting review with budget owners.

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.

Expense Reporting

• Preparer of Expense department month end, quarter end, year-end responsibilities, and fixed assets.

• Preparer of purchase orders and assists in the payables processes.

• Preparer of IFRS expense reporting, including, quarter-end & year-end reporting.

• Preparer of expense analysis including but not limited to general expenses, commissions, taxes, Medical/health costs, deferred commissions, deferred expenses, amortization of DAC, capital expenditures, & depreciation/amortization. Responsible for GAAP & IFRS lease reporting requirements.

• Maintain the lease accounting software (Leasequery) for GAAP and IFRS lease accounting.

• Assists in the preparation of expense rolling forecasts and budget.

• Coordinate with various departments in order to support departmental responsibilities.

• Develops sufficient, accurate and reliable financial information to support data driven decision making.

• Ad hoc reporting as needed.

Documentation

• Creates and maintains documentation of all audit control support.

• Creates and maintains documentation of all procedures for the department.

Customer Service

• Communicates on an ongoing basis with business stakeholders to resolve issues and answer questions.

• Researches problems and responds to management with recommendations.

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor's degree in accounting/finance.

• Strong general knowledge of accounting/finance principles and practices.

• Demonstrated ability to apply troubleshooting and problem solving skills.

• Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint required.

• Ability to maintain a consistently high degree of accuracy.

Ability to Travel: None

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that creating a more diverse, equitable and 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, volunteer days, community partnerships, and Employee Assistance Program

• Ability to connect with colleagues around the country through our Employee Resource Group program and our Diversity Equity & Inclusion Council

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.

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