Lead Financial Analyst - External Reporting

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

Benefits offered by this job

Competitive pay and bonus plan

401(k) match

Tuition reimbursement

Paid time off starting at 160 hours annually

Job summary

Transamerica Corporation, located in Cedar Rapids, Iowa, is seeking an experienced accounting professional to join their External Reporting team. This role focuses on preparing and filing financial reports with the SEC, ensuring compliance with regulations. Candidates should have at least 8 years of relevant experience and a Bachelor's degree in Accounting or Finance.

Position responsibilities include ensuring the accuracy of financial data, interacting with external auditors, and supporting Sarbanes-Oxley compliance. The job offers a hybrid work model with flexible in-office days.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years experience with the degree.
• Solid knowledge of U.S. GAAP and SEC regulations.

Responsibilities

• Prepare, review, and file periodic SEC filings.
• Analyze financial data for accuracy.
• Mentor employees and demonstrate leadership.

Skills

Advanced computer skills

Knowledge of SEC reporting

Organizational skills

Communication skills

Judgment skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Workiva

XBRL

Job description

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.

Responsibilities

• Extract 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.
• Analyze financial data and define 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, ensuring accuracy in footing and cross‑footing.
• Maintain and enhance eXtensible Business Reporting Language (XBRL) tagging in the financial statements.
• Maintain and enhance document structures in Workiva related to document changes, proposing efficiencies and improvements.
• Support interactions with external auditors to address audit inquiries and provide proper documentation 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.
• Recommend changes to processes to improve efficiencies.
• Work effectively with other departments/divisions to resolve business issues for the success of the company.
• Demonstrate leadership, effective judgment, and independence in decision‑making; mentor employees across teams.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years experience with the degree.
• Advanced computer skills.
• Solid knowledge and experience with SEC reporting and regulations, U.S. GAAP, and XBRL.
• Experience working with and editing Workiva.
• Ability to communicate orally and in writing effectively, manage multiple projects, and work independently or in a team.
• Organizational, prioritization, and effective judgment skills.
• Proven ability to meet deadlines in a fast‑paced, high‑pressure environment.

Preferred Qualifications

• 1 year supervisory experience.
• Experience in mentoring and developing staff.

Working Conditions

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

Salary

Generally ranges between $97,000 - $122,000 annually, with potential annual bonus and at company discretion.

Benefits

• Competitive pay and bonus plan.
• Pension plan and 401(k) match.
• Employee Stock Purchase Plan.
• Tuition reimbursement.
• Disability, medical, dental and vision insurance.
• Paid time off starting at 160 hours annually.
• Paid holidays, wellness program, parental leave, adoption assistance, employee assistance program, and more.