Lead Financial Analyst - Cedar Rapids, United States - Penn Foster Inc

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 position is within the Business Systems Support team in Investment Reporting and will be responsible for utilizing financial accounting and data knowledge along with project management skills to analyze and support business processes and applications related to asset data.

Job Description

Responsibilities

Extracts financial and attribute data from core accounting system to perform appropriate analyses.
Manages accounting system-related projects & initiatives with both internal & external parties
Oversees portfolio account setup & maintenance across multiple systems
Aids in daily/monthly data quality checks to ensure financial accuracy
Determines appropriate medium to present findings for use by others.
Exhibits a thorough understanding of business and analysis concepts.
Develops an understanding of monthly & quarterly accounting processes
Partner with management and stakeholders to collaboratively define gaps and identify opportunities for improvement
Collaborate with IT teams (onshore & offshore) to ensure solutions presented fit the business need. Act as liaison between Investment Reporting and IT to facilitate understanding of business requirements

Understands the flow of information, financial systems, and appropriate reporting tools and uses that knowledge to resolve system support queries and recommend solutions to complex problems.

Act as a change agent to facilitate a culture that is innovative, accountable and embraces change
Demonstrated ability to solve complex problems in creative ways
Significant initiative and independent judgment required
Exhibits leadership skills; mentors employees across teams; may offer direction to 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

1-3 years of supervisory experience or experience leading project teams
Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium)
Affinity for project management and ability to successfully lead teams without direct supervisory ownership
Experience querying datasets / databases to create repeatable reporting solutions
Customer-oriented with demonstrated communication skills both orally and written across all levels of the organization
Ability to handle multiple projects
Work effectively individually and within a team
Organizational and prioritization skills, effective judgment
Prior experience with Clearwater Analytics Investment Accounting system a plus
Working Conditions

Fast paced deadline-driven
Commuting Remote employees

will need to report to a Company office location at times, but will perform their work primarily remotely.
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company

locations.

The Salary for this position generally ranges between $88,000 - $105,000 annually. This range is an estimate, based on potential qualifications 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 Company discretion.

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.

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