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Transamerica
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Lead Financial Analyst
Transamerica Rapids, IA
$121k-152k (estimate)
Full Time | Insurance 0 Months Ago
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Transamerica is Hiring a Remote Lead Financial Analyst

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 unleashed by 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. Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com. Who We Are Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. What We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). Job Description Summary Responsible for applying financial analysis knowledge and judgment to financial activities related to investments for external reporting. Utilizes various reporting applications to perform accounting, financial reporting and analysis functions for external reporting – specifically IFRS9, USGAAP, and global investment reporting for our parent company, AEGON NV and other external reporting requirements for investments. Works closely with other reporting teams within Transamerica and Aegon NV to ensure regulatory compliance with applicable accounting standards. Job Description Responsibilities: Participates in quarterly accounting processes to ensure accuracy and completeness of financial records. Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data. Analyzes financial data and defines relevant information to apply to financial reporting standards for both internal and external reporting Work with multiple areas of the business to ensure appropriate methodology is applied to applicable reporting standards Interprets financial transactions and events for users who must make economic or business decisions. Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements. Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems, provide recommendations for system enhancements and work closely with IT teams to implement reporting solutions Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity. Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required. Participates on project teams or leads project teams. May participate in due diligence activities. Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. Offers leadership and direction to others. May supervise 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: Working knowledge of investments preferred and prior reporting experience US GAAP investment reporting experience Solid knowledge of accounting/financial area preferred 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. Working Conditions: Fast paced deadline-driven office environment. Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times. Location: Cedar Rapids, IA 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 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 service 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 Peer Recognition Program (BRAVO) * As of December 31, 2022 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-sponsored, 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. https://www.transamerica.com/why-transamerica/aegon-transamerica-foundation 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 29.5 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. At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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. Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visit www.transamerica.com. * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$121k-152k (estimate)

POST DATE

05/04/2023

EXPIRATION DATE

07/07/2024

WEBSITE

transamerica.com

HEADQUARTERS

CEDAR RAPIDS, IA

SIZE

3,000 - 7,500

FOUNDED

1906

TYPE

Private

CEO

WILL FULLER

REVENUE

$1B - $3B

INDUSTRY

Insurance

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The job skills required for Lead Financial Analyst include Analysis, Initiative, Accounting, Leadership, Customer Service, Commitment, 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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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 Planning and Analysis Director 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.

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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 an Accountant.

Quotes from people on Lead Financial Analyst job description and responsibilities

A Financial Analyst forecasts future revenue and expenditures to help determine budgets for upcoming projects.

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They will be expected to produce regular reports using financial data, and work collaboratively across the entire finance team to analyze business performance and strategy.

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Any salient points contained within the press release should be flagged to the senior analyst and team.

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Make preparations for a senior analyst to speak during the next day's morning meeting.

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They are responsible for analyzing financial statements Analysis of Financial Statement show to perform Analysis of Financial Statements.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Lead Financial Analyst jobs

They also supervise other members of the finance department, support forecasting, and prepare financial proposals to be approved by the Chief Financial Officer (CFO).

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Leadership and management skills.

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Attain Licensing and Certifications.

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Declare a Financial Analyst-Friendly Major.

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Even though the day-to-day responsibilities of financial analysts may vastly differ, the skills these professionals need are often very similar.

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

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