Lead Financial Analyst, Valuations & Forecasting

Transamerica; Cedar Rapids (IA); On-site; USD 97,000 - 116,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development

Job summary

Transamerica is seeking a Lead Financial Analyst in Cedar Rapids to support accurate, well-controlled investment reporting. The role includes accounting, financial reporting, and analysis responsibilities, with leadership duties and cross-functional collaboration with internal teams and offshore support.

The ideal candidate has strong valuation experience, good judgment, and the ability to mentor staff. This leadership position focuses on developing reporting solutions and ensuring internal

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent work experience.
• Minimum of 8 years experience, with degree. Advanced computer skills.
• 1 year supervisory experience. Solid knowledge of accounting/finance concepts relating to invested assets.

Responsibilities

• Extracts financial data from various accounting and information systems to perform analyses.
• Analyzes financial data and defines relevant information; interprets data for past performance or forecasting.
• Develops and motivates staff to achieve effectiveness; mentors and trains and shares knowledge.
• Leads and provides direction to others; ensures staff demonstrates appropriate customer service attitudes.
• Supports the valuation function within investment reporting and supervises junior staff in pricing derivatives.

Skills

Financial analysis

Accounting/Finance

Education

Bachelor’s degree in Accounting or Finance

Job description

Transamerica is seeking a Lead Financial Analyst in Cedar Rapids to support accurate, well-controlled investment reporting. The role includes accounting, financial reporting, and analysis responsibilities, with leadership duties and cross-functional collaboration with internal teams and offshore support.

The ideal candidate has strong valuation experience, good judgment, and the ability to mentor staff. This leadership position focuses on developing reporting solutions and ensuring internal