Intermediate Financial Analyst

Transamerica; Denver (CO); Hybrid; USD 64,000 - 80,000; Full time

Benefits offered by this job

Bonus eligible

Hybrid work schedule

Comprehensive benefits

Pension Plan

401k Match

Tuition Reimbursement

Employee Discounts

Career Training & Development

Job summary

Transamerica in Denver seeks a detail-oriented accounting professional to perform financial analysis, reporting and forecasting for Annuity Capital Financial Reporting. You will extract data from systems, consolidate results, and prepare analyses to support management decisions.

The role requires a Bachelor’s in Accounting or Finance, at least 3 years of experience, and strong analytical and communication skills.

Qualifications

• Bachelor’s degree in Accounting or Finance
• Minimum 3 years of experience with degree
• Advanced computer skills required

Responsibilities

• Performs professional financial analysis work, extracting data from accounting and information systems, and consolidating results.
• Develops financial reports and models for forecasting, trend analysis and decision support.
• Interprets financial transactions for users making economic or business decisions.
• Ensures adherence to internal controls and contributes ideas for process improvements.

Skills

Advanced computer skills

Analytical

Oral and written communication

Education

Bachelor’s degree in Accounting or Finance

Job description

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

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 of 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.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com.

Job Description Summary

Performs accounting, financial reporting and analysis functions for Annuity Capital Financial Reporting. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.

Responsibilities

Job Description

• 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 brings issues to the attention of the appropriate person.
• Determines appropriate methodology to prepare information for use by others.
• Will work along side actuaries and other accounting groups such as investments and company consolidation teams
• 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.
• Develops financial reports/models for forecasting, trending and results analysis.
• Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
• 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.
• 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 3 years of experience, with degree
• Advanced computer skills

Preferred Qualifications

• Working knowledge of financial area preferred (for example, investments, insurance products, premium).
• Ability to effectively communicate orally and in writing
• Ability to handle multiple projects
• Willingness to learn new processes and new systems.
• Analytical.
• Work effectively individually and within a team.
• Organizational and prioritization skills.

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays, Thursdays)
• Fast-paced, deadline-driven office environment.

The Salary for this position generally ranges between $64,000 - $80,000 annually.

Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) 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 the Company’s 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
• 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

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 23.9 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.

• As of December 31, 2023