Intermediate Financial Analyst - Investments

Transamerica

Baltimore (MD)

Hybrid

USD 64,000 - 80,000

Full time

10 hours ago

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Benefits offered by this job

401k Match

Tuition Reimbursement

PTO

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

Transamerica is seeking an Investment Reporting professional to manage accounting processes and ensure data integrity in Clearwater Analytics. You will analyze financial data for management and regulatory reporting, troubleshoot complex issues, and drive process improvements.

The role requires a bachelor’s degree in accounting or finance, 3+ years of experience, and strong Excel/advanced computer skills. Hybrid work and extensive benefits are offered in a US-based position.

Qualifications

Bachelor’s degree in Accounting or Finance required.
Minimum 3 years of experience with degree.
Advanced computer skills and financial systems knowledge.

Responsibilities

Handle monthly accounting processes for accuracy and completeness.
Maintain core system data quality and resolve discrepancies.
Extract data from the core accounting system for reporting.
Assist with regulatory financials on Statutory, IFRS, and US GAAP bases.
Develop standardized and ad‑hoc reports for senior leadership.
Collaborate with vendors and internal partners to resolve needs.

Skills

Accounting

Finance

Advanced computer skills

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

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

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

This position within Investment Reporting will be responsible for handling accounting processes to ensure accurate financial records and core accounting system (Clearwater Analytics) data integrity. The candidate will be responsible for analyzing financial data to support Management and Regulatory reporting, troubleshooting complex issues, and driving process improvements.

Responsibilities

Responsible for monthly accounting processes to ensure accuracy and completeness of financial records, including journal entry preparation, suspense balance monitoring, and/or reconciliation approvals.
Maintain core system integrity and data quality in accordance with accounting policy and processing procedures. Candidate will be responsible for daily review of activity and performance and be able to field questions regarding accounting results calculated by the system.
Extract financial and attribute data from core accounting system to trouble‑shoot and resolve complex issues or discrepancies.
Assists with the preparation of regulatory financials on a Statutory, IFRS, and/or US GAAP basis.
Analyzes financial data to define and interpret relevant information for the purpose of explaining past financial performance and/or projecting future results.
Demonstrates a thorough understanding of the business to proactively develop both standardized and ad‑hoc financial reports for senior leadership.
Recommends process improvements to achieve greater efficiencies by documenting business requirements and participating in testing efforts.
Collaborate with vendor, stakeholders, and internal partners to effectively identify and resolve stakeholders’ needs.
May participate in and/or lead project teams.
Accountable for maintaining a positive, proactive relationship with internal customers.
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, customer service approach, willingness to take on new projects, analytical. Work effectively individually and within a team; organizational and prioritization skills.

Working Conditions

Hybrid
Fast‑paced deadline‑driven office environment.
Occasional Travel

Compensation

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.