Manager, Finance - External Reporting

Transamerica Corporation; Cedar Rapids (IA); Hybrid; USD 109,000 - 145,000; Full time

Benefits offered by this job

Health Insurance

401(k) Match

Bonus Potential

Paid Time Off

Tuition Reimbursement

Job summary

Transamerica Corporation is seeking a Manager, External Reporting to lead the SEC filing process and coordinate disclosure requirements in compliance with U.S. GAAP. You will supervise a team, manage external auditor interactions, and support SOX controls within a hybrid work model.

The role requires a bachelor’s degree in accounting or finance, 8+ years in finance, and strong leadership and communication skills. Competitive benefits and bonus eligibility are offered.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience.
• Eight years of accounting/finance experience including three years of supervisory/management experience.
• Strong people management and communication skills.
• Ability to communicate effectively with diverse audiences.
• Excellent organizational and prioritization abilities.
• Advanced computer skills in MS Office, Excel and financial systems.

Responsibilities

• Manage end-to-end preparation of SEC filings in alignment with U.S. GAAP.
• Oversee external reporting calendars, checklists, and filing timelines.
• Coordinate cross-functional inputs to support external reporting.
• Lead and develop assigned team members; provide coaching and feedback.
• Collaborate with external auditors during reviews and audits.
• Support SOX compliance and internal control activities.
• Review disclosures for accuracy and compliance with policy.

Skills

Strong people management

Effective communication

Organizational skills

Prioritization

Cross-functional collaboration

Education

Bachelor’s degree in accounting or finance

Tools

MS Office

Excel

Financial systems

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.* For more information, visit transamerica.com.

Job Description Summary

The Manager, External Reporting is responsible for managing the preparation and coordination of the Company’s SEC filings. This individual will lead the day-to-day execution of the SEC reporting process, including the preparation and review of financial statements, footnote disclosures, MD&A, and other required disclosures, to support timely and accurate filings in compliance with U.S. GAAP and SEC requirements. This role will research and evaluate financial reporting and disclosure requirements, support the Company’s disclosure controls and procedures, and identify opportunities to enhance disclosures and improve reporting processes.

Job Description Responsibilities

• Manage the end-to-end preparation and coordination of SEC filings, including quarterly and annual financial statements, footnote disclosures, MD&A, and supporting schedules, in compliance with U.S. GAAP and SEC reporting requirements.
• Oversee external reporting calendars, disclosure checklists, and filing timelines to ensure reporting requirements and deadlines are met.
• Coordinate cross-functional inputs and partner with stakeholders across the organization to support the external reporting process.
• Manage, coach, and develop assigned team members.
• Establish priorities, provide ongoing feedback, and promote a collaborative and high-performing team aligned with the Finance organization’s strategy and values.
• Oversee coordination with external auditors during quarterly reviews, annual audits, and controls testing, including the preparation and review of supporting schedules and responses to auditor requests and comments.
• Support SOX compliance and internal control activities related to external reporting.
• Review financial statements and disclosures and ensure compliance with U.S. GAAP, SEC regulations, SOX requirements, and company-specific accounting policies.
• Identify and implement opportunities to enhance the quality and effectiveness of financial statement disclosures and improve the efficiency of external reporting processes.
• Support the use and optimization of external reporting technology, including Workiva, to strengthen reporting processes, controls, and collaboration.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience
• Eight years of accounting/finance experience including three years of supervisory/management experience
• Strong people management skills
• Ability to effectively communicate, orally and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications

• CPA preferred
• Public company SEC reporting experience, including preparation of Forms 10-Q and 10-K, and related disclosures and MD&A.
• Life insurance experience a plus
• Experience with Workiva preferredStrong analytical, organizational, communication and project management skills
• Demonstrated ability to operate effectively in evolving or ambiguous environments, establish priorities and processes, and lead and develop a team.

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays, Thursdays)

Salary

The Salary for this position generally ranges between $109,000 - $145,000 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.

• 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

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.

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.

More Info

For more information, visit www.transamerica.com.

Additional Information

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