Lead Financial Analyst - Cedar Rapids, United States - Transamerica

Description

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

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.

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.