Financial Data Analyst

Reliance Standard•Philadelphia, PA

1d•$71,990 - $96,100•Hybrid

About The Position

The Financial Data Analyst will be responsible for collecting, processing, and analyzing data related to our Retirement Services organization. This role requires proficiency in data analysis, accounting principles, and financial reporting to support informed decision-making within our organization.

Requirements

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.

Nice To Haves

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.

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.

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