Business Analyst Sr., Finance

5 days ago


New York, New York, United States Reliance Matrix Full time $97,390 - $129,990
Job Responsibilities and Requirements

The Business Analyst Sr. for Standard Security Life (SSL) will work internally and with external vendors to monitor, review and reconcile transactions between the Company's policy administrative system(s), the general ledger and the bank accounts while ensuring overall data integrity of the Company's premium, claim and commission transactions.

The Business Analyst Sr. will be responsible for the completion of data related regulatory filings to the Company's regulator(s).

The Business Analyst Sr. will also be involved in the design and implementation of future applications, training, change requests and problem reports. They will collaborate with IT and management in other departments (Claims, Underwriting, Financial, etc.) to determine the appropriate functionality and integration of any future administrative systems while ensuring the system(s) meet the company's current and future business requirements.

Duties and Responsibilities: 

  • Serves as the liaison to IT for all SSL Administrative system related issues.

  • Investigates user concerns identifies problems, makes recommendations for resolution and collaborates with IT to implement the fix/change.

  • Seeks user feedback related to system efficiency and functionality and requests system changes and enhancements, as appropriate.

  • Attends regular meetings with managers from Underwriting, Claims, IT, Financial, etc. to determine the priority of recommended changes/enhancements.

  • Chairs System meetings as necessary to provide feedback to the SSL Management Team regarding system performance, development and status.

  • Maintains users security and authority changes and additions as necessary.

  • Regularly meets with managers to discuss new procedures, system enhancements, etc.

  • Shares information or problems and provides a forum for team building.

  • Maintains consistent company process and regulatory compliance through appropriate staff communication and training.

  • Completes regulatory data filings with regulatory authorities as required.

  • Completes special projects as assigned by management.

  • Assumes additional responsibilities as needed.

Required Knowledge, Skills, Abilities and/or Related Experience

  • Bachelor's degree required or equivalent combination of education and relevant experience.  Completion of HIAA, LOMA or ICA courses desirable.

  • Minimum of 3-5 years of experience as a business analyst required

  • Exhibit good knowledge of business operations.

  • Ability to work between functional and technical teams.

  • Ability to create business requirements specifications.

  • Proven ability to influence at all levels of an organization.

  • Ability to handle multiple competing priorities and function with limited supervision.

  • Proven ability to work well in a high visibility, public oriented environment, with excellent verbal and written communication skills.

  • Proven ability to effectively participate in sales presentations and customer meetings.

  • Ability to utilize Microsoft office products including Outlook, Excel, Word, Powerpoint and Copilot. Ability to use any or all of this equipment to track, measure and improve performance.

  • Proven ability to engage in presentations and deliver training.

Ability to Travel: Up to 10%

The expected hiring range for this position is $97, $129,990.00 annually for work performed in the primary location (New York, NY). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.


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 #LI-MR2
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