Sr. Finance & Data Analyst

Description

Join Our Finance Team at Trilogy – Shape the Future of Financial Excellence!

Are you looking for a long-term career with real growth potential? Trilogy’s Finance department is seeking a driven, detail-oriented professional to help us enhance and streamline our financial processes. In this key role, you’ll have the opportunity to help develop new policies, processes, and risk control metrics that will have a direct impact on the company’s success.

We are in the midst of consolidating our financial operations into a unified department, ensuring scalability and accuracy across the board. By owning and overseeing procedures from start to finish, you will play a pivotal role in enabling us to confidently report and respond to all financial queries with precision.

This is an exciting opportunity to contribute to the future of Trilogy’s financial structure and grow with a dynamic team. If you’re ready to take on a challenge and make a lasting impact, we want to hear from you!

Benefits Summary

• Competitive Compensation
• Comprehensive Health, Dental and Vision Insurance
• Life Insurance
• Long Term Disability
• Supplemental Insurance
• Paid Time Off and Holidays
• Employee Advantage Program
• Employee Assistance Program
• 401(k) Matching 
• Eligible Profit Sharing 
• Career Development, Mentorship and Education
• Team Events and Parties
• Achievement Awards and Trips

Essential Duties / Responsibilities

• Clear and effective communication skills 
• Develop and deliver presentations for senior leadership, highlight key operational performance, financial data, and strategic initiatives
• Provide clear, concise communication to stakeholders and executives
• Ensure accurate calculation of employees compensation, including salaries, bonuses, commissions and fees, other policies and market standards 
• Investigate and resolve issues related to commission payments, working closely with payroll department to address discrepancies or concerns
• Oversee the billing process, ensuring that invoices are accurate and processed in a timely manner
• Work with internal teams and clients to resolve any billing discrepancies
• Manage the payroll process, ensuring accurate and timely payment to employees
• Develop and document clear policies and procedures for various operational processes
• Utilize flowcharts to visually represent workflows, ensuring operational efficiency and consistency
• Develop and maintain a comprehensive Risk Control Matrix to identify, assess, and mitigate risks across various operational functions
• Collaborate with internal teams to ensure proper controls are in place to address potential risks and maintain compliance with regulatory requirements
• Regularly update the RCM and conduct periodic risk assessments

Company Summary

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the over $3 billion in assets they have entrusted to us.  Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit. 

PM21

Requirements

Minimum Qualifications/Skills Requirements

• Bachelor’s degree in business administration, Finance, or related field
• 5 years of experience in management consulting or relevant roles
• Strong knowledge of compensation structures, payroll process, billing, and risk management 
• Proficiency in flowchart tools and Microsoft Office Suite, particularly Excel, with a deep understanding of:
• Index match/VLOOKUP 
• GroupBY/Pivot tables
• Conditional functions (IFS, SUMIFS, SUMPRODUCT)
• Experience in creating and managing a Risk Control Matrix (RCM) 
• Excellent communication, problem-solving, and organizational skills
• Ability to work collaboratively with cross-functional teams

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. If performing work in a remote location, all compliance and office safety requirements apply. 

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Salary : $80,000 - $90,000