Senior Financial Analyst position at Transamerica.| United States Of America

Transamerica Senior Financial Analyst

Experience: 5-years

Pattern: full-time

Country:

Copy Link Report

OND

Cedar Rapids, ..........United States Of America

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.     Who We Are   We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .  Job Description Summary This position within Investment Reporting will be responsible for handling accounting processes to ensure accurate financial records and core accounting system (Clearwater Analytics) data integrity. The candidate will be responsible for analyzing financial data to support Management and Regulatory reporting, troubleshooting complex issues, and driving process improvements. Job Description Responsibilities Responsible for monthly accounting processes to ensure accuracy and completeness of financial records, including journal entry preparation, suspense balance monitoring, and/or reconciliation approvals. Maintain core system integrity and data quality in accordance with accounting policy and processing procedures. Candidate will be responsible for daily review of activity and performance and be able to field questions regarding accounting results calculated by the system. Extract financial and attribute data from core accounting system to trouble-shoot and resolve complex issues or discrepancies. Assists with the preparation of regulatory financials on a Statutory, IFRS, and/or US GAAP basis. Analyzes financial data to define and interpret relevant information for the purpose of explaining past financial performance and/or projecting future results. Demonstrates a thorough understanding of the business to proactively develop both standardized and ad-hoc financial reports for senior leadership. Recommends process improvements to achieve greater efficiencies by documenting business requirements and participating in testing efforts. Collaborate with vendor, stakeholders, and internal partners to effectively identify and resolve stakeholders’ needs. May participate in and/or lead project teams. Accountable for maintaining a positive, proactive relationship with internal customers. Responsible for adherence to the company's framework of internal controls. Offers leadership and direction to team members. May perform other duties as assigned. Qualifications Bachelor’s degree in Accounting or Finance and/or equivalent work experience. Minimum of 5 years experience, with degree. Proficiency using MS Office (Excel, PowerPoint, Word). Preferred Qualifications Working knowledge of accounting and/or reporting on a Statutory, IFRS, and/or US GAAP basis. Basic understanding of investment vehicles, including bonds, private credit, and mortgage loan assets. E xperience in performing and/or overseeing accounting and reconciliation functions. Previous experience with Clearwater Analytics. Experience with Power BI. Self-starter who takes initiative with minimal instruction or guidance, utilizing creativity, problem-solving, and independent judgement. Demonstrated communication skills both orally and written. Attention to detail and accuracy. Deadline driven with capacity for complex problem-solving and the ability to handle multiple projects at once, both individually and as part of a team. Working Conditions Hybrid (Tuesday - Thursday) Fast- paced deadline- driven office environment. Occasional Travel <10% The Salary for this position generally ranges between $78,000 - $98,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees . Compensation Benefits Competitive Pay Bonus for Eligible Em ployees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity    We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women.   To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.    Giving Back    We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.      Transamerica’s Parent Company  Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   * As of December 31, 2023

Senior Financial Analyst job opportunity at Transamerica.

Saved Jobs

No Job Saved

Other Ai Matches