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Lead Financial Analyst

Cedar Rapids, IA | Full Time
10 Days Ago

Job Description

Job Family Finance - General Who We Are Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture. What We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology). Job Description Summary Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex. Job Description Responsibilities • Extracts financial data from various accounting and information systems to perform appropriate analyses. • Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result. • Determines appropriate methodology to prepare information for use by others. • May manage staff to achieve performance standards. Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes. • Offers leadership and direction to others. • Exhibits a thorough understanding of business and analysis concepts. • Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting. • Participate in monthly accounting processes to ensure accuracy and completeness of financial records. • Recommends changes to processes to improve and achieve greater efficiencies. • Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis. • Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. . • Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others. • Responsible for adherence to the company's framework of internal controls. Qualifications Bachelor’s degree in Accounting or Finance and/or equivalent work experience. Minimum of 8 years experience, with degree. Advanced computer skills. Preferred Qualifications 1 year supervisory experience. Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium). Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical. Work effectively individually and within a team, organizational and prioritization skills, effective judgment ; address employee issues on a timely basis. Working Conditions Fast paced deadline-driven office environment, occasional travel. 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 Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Stock Purchase Plan Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off Paid Holidays Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave 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 Peer Recognition Program (BRAVO) Inclusion & Diversity Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list. In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors 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 and provide a supportive environment for raising diversity awareness and promoting inclusive behavior. Giving Back Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work. https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. 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. Websites Transamerica | Protecting Your Wealth and Health since 1906 Aegon Group Corporate Website | Aegon Management Team Transamerica Leadership - Standing For Financial Innovation Since 1906 | Transamerica

Company Overview

  • Website transamerica.com
  • Headquarters PORT SAINT LUCIE, FL
  • Size 7,500 - 15,000
  • Founded 1904
  • Type
  • CEO KEN ROBERTSON
  • Revenue <$5M
  • Industry Insurance
  • About transamerica
  • Life is about more than just money. Thatâ s why Transamerica is committed to helping people make the wealth and health connectionâ itâ s a whole new way of looking at everything that can affect your finances and how the little steps we take today can have a big impact tomorrow. We know that helping people achieve financial security today goes beyond that. For that reason, we will share academic, industry, and independent research so we can all work towards living better, longer. Be Well. Build Wealth. Social terms: http://bit.ly/TASocialTerms

Skills for Lead Financial Analyst

The job skills required for Lead Financial Analyst include Analysis, Accounting, Financial Analysis, Leadership, Financial services,and Initiative etc. Having related job skills and expertise will give you an advantage when applying to be a Lead Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Lead Financial Analyst. Select any job title you are interested in and start to search job requirements.

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Career Path for Lead Financial Analyst

The following is the career advancement route for Lead Financial Analyst positions, which can be used as a reference in future career path planning. As a Lead Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Lead Financial Analyst. You can explore the career advancement for a Lead Financial Analyst below and select your interested title to get hiring information.

How to Become a Lead Financial Analyst

If you are interested in becoming a Lead Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Lead Financial Analyst for your reference.

Step 1 Understand the job description and responsibilities of a Lead Financial Analyst

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Step 2 Knowing the best tips for becoming a Lead Financial Analyst can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step 3 View the best colleges and universities for Lead Financial Analyst

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