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Cedar Rapids

    Lead Financial Analyst - Cedar Rapids, United States - Transamerica

    Transamerica
    Transamerica Cedar Rapids, United States

    1 week ago

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    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


    This individual will support the newly formed Financial Asset team build out, its dashboard, metrics, data and processes used to meet its objectives.

    The Financial Assets team is a group formed to focus on managing the required capital and operating capital generation of the companies large closed book.

    Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.

    Responsibilities

    Job Description
    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.
    Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
    Recommends changes to processes to improve insights and achieve greater efficiencies. This includes partnering with IT and business to prototype and mature processes to a stable state.

    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

    Expertise with tool like Excel, Business Intelligence tools (PowerBI, AWS QuickSight, Tableau) and data querying tools (SQL, DBeaver, AWS Athena).

    Ability and willingness to learning new things and effectively coordinate with subject matter experts as needed.

    Experience extracting and using data from insurance, investment, claims, reinsurance, or other administration systems for financial reporting would be beneficial.

    1 year supervisory experience.
    Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium, capital, reinsurance).

    Experience with analysis of data sources and data quality, to identify the best sources and helping data owners improve the quality and usability of their data.

    Experience creating and managing dashboards and metrics.
    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

    Part of new business, so individual will help with understanding and shaping the data and processes the team will use.

    Fast paced deadline-driven environment.
    Hybrid work model with individuals typically in the office one day a week.
    Occasional travel possible

    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 in order 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 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)

    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.

    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
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