Lead Financial Analyst - External Reporting

Transamerica; Baltimore (MD); On-site; USD 110,000 - 160,000; Full time

Job summary

Transamerica is seeking a seasoned professional for External Reporting in Baltimore to manage SEC filings, financial analysis, and XBRL tagging. You will work within the External Reporting group to ensure accuracy, compliance with US GAAP and SEC regulations, and collaboration with external auditors.

The role includes leading staff, driving process improvements, and ensuring SOX controls are effective. A strong background in financial reporting and governance is required.

Qualifications

• Experience preparing SEC filings (10-K/10-Q/8-K) under US GAAP.
• Strong understanding of SOX controls and internal auditing.
• Ability to mentor staff and coordinate with external auditors.

Responsibilities

• Extracts financial data for SEC filings and ensures accuracy.
• Analyze data for consistency across disclosures per US GAAP and SEC rules.
• Maintain XBRL tagging and Workiva document structures.
• Lead or direct staff to meet performance standards and coach teams.
• Demonstrate strong business and analytical concepts.
• Support external auditors with documentation for disclosures.
• Participate in monthly accounting processes and SOX compliance.
• Recommend process improvements for efficiency.
• Collaborate with other departments to resolve business issues.
• Solve complex problems with initiative and judgment.

Skills

SEC filings

GAAP knowledge

Financial analysis

SOX controls

Tools

Workiva

XBRL tagging

Job 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 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

( Description Summary

Performs accounting, financial reporting and analysis functions within the External Reporting group in preparation and filing of financial reports with the Securities and Exchange Commission (SEC).

Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex to support the integrity and accuracy of SEC filings.

Job Description

Responsibilities

• Extracts financial data from various accounting and information systems in the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.
• Analyzes financial data and defines relevant information in the preparation of financial statements to ensure consistency and accuracy across financial statement disclosures in accordance with U.S. GAAP and SEC regulations. Perform comprehensive financial tie-outs across all external reporting materials, including accuracy in footing and cross-footing.
• Maintain and enhance eXtensible Business Reporting Language (XBRL) tagging in the financial statements. Maintain and enhance documents structures in Workiva related to document changes as necessary and proposing efficiencies and improvements in Workiva.
• May manage and direct staff to achieve performance standards. Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes.
• Exhibits a thorough understanding of business and analysis concepts.
• Supports interactions with external auditors to address audit inquiries. Prepare and provide proper documentation to auditors, as necessary, to support disclosures and amounts included in SEC filings.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records. Perform and document necessary controls and procedures to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.
• Recommends changes to processes to improve and achieve greater efficiencies.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude