Lead Financial Analyst - External Reporting

Transamerica; Cedar Rapids (IA); Hybrid; USD 97,000 - 122,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Job summary

Transamerica is seeking a Senior Accountant in its External Reporting group to prepare and file SEC reports and ensure GAAP compliance. The role involves data extraction from multiple systems, XBRL tagging, and supporting auditors in a hybrid in-office setting in Cedar Rapids, IA.

The ideal candidate will have a bachelor’s degree in accounting or finance, at least 8 years of experience, and strong analytical skills with advanced computer proficiency.

Qualifications

• Bachelor’s degree in Accounting or Finance (or equivalent work experience).
• Minimum of 8 years experience, with degree.
• Advanced computer skills.

Responsibilities

• Extracts financial data from accounting systems for SEC filings (10-K, 10-Q, 8-K).
• Analyzes financial data for GAAP disclosures and SEC compliance.
• Maintains XBRL tagging and Workiva documents; supports external auditors.

Skills

Advanced computer skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Workiva

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.

Job 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 for un‑reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of 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

• 1 year supervisory experience.
• Solid knowledge and experience with SEC reporting and regulations, U.S. GAAP, and XBRL.
• Experience working with and editing Workiva.
• 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; address employee issues on a timely basis.
• Proven ability to manage deadlines in a fast‑paced, high‑pressure environment.

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays) Fast‑ paced deadline‑ driven office environment. Occasional Travel <10%

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.

Salary

The Salary for this position generally ranges between $97,000 - $122,000 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

• 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

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 transamerica.com. * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here.