Intermediate Financial Analyst

Aegon; United States; Hybrid; USD 64,000 - 80,000; Full time

Job summary

Aegon is seeking a skilled accounting professional to support Annuity Capital Financial Reporting with financial analysis, reporting, and forecasting. You will extract data from systems, perform consolidation, and deliver insights for business decisions in a hybrid US office.

The role partners with actuaries, investments, and consolidation teams, emphasizes internal controls, and requires 3+ years' experience and a Bachelor's in Accounting or Finance. Competitive salary offered.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent experience.
• Minimum 3 years of accounting/finance experience.
• Advanced computer skills.

Responsibilities

• Performs professional financial analysis work, extracting financial data from accounting systems, and consolidating data.
• Analyses financial data and raises issues to the appropriate person.
• Determines the methodologies to prepare information for use by others.
• Works alongside actuaries, investments, and consolidation teams.
• Interprets financial transactions and events for users making economic decisions.
• Identifies and contributes ideas for process improvements and success.
• Develops financial reports/models for forecasting, trends, and results analysis.
• Understands information flow, reporting tools, and uses that knowledge to troubleshoot problems.
• Adheres to internal controls framework.

Skills

Advanced computer skills

Analytical

Communication

Multitask

Willingness to learn

Teamwork

Organizational skills

Prioritization

Education

Bachelor’s degree in Accounting or Finance

Job description

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

• 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.

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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.