Senior Financial Analyst

Transamerica; Cedar Rapids (IA); On-site; USD 80,000 - 106,000; Full time

Job summary

Transamerica in Cedar Rapids, IA is seeking a Finance - General professional to perform accounting, financial reporting and analysis functions. You will develop financial reports and complex models, interpret data, support monthly close, and collaborate with multiple departments while upholding internal controls.

Preferred qualifications include a Bachelor's degree in Accounting or Finance and at least five years of experience, plus advanced computer skills.

Qualifications

• Bachelor’s degree in Accounting or Finance or equivalent work experience.
• Minimum of 5 years experience, with degree.
• Advanced computer skills.

Responsibilities

• Extracts financial data from various accounting systems to perform analyses.
• Analyses financial data and defines relevant information; interprets data for past performance and projections.
• Develops financial reports and complex models for forecasting, trending and results analysis.
• Supports client reporting needs including client performance and compensation.
• Performs monthly accounting processes to ensure accuracy and completeness of records.
• Works with other departments to resolve business issues and uphold internal controls.

Skills

Financial analysis

Accounting

Data interpretation

Education

Bachelor's degree in Accounting or Finance

Tools

Advanced computer skills

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

Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.

Job Description Responsibilities

• Extracts financial data from various accounting and information systems to perform appropriate analyses.
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
• Determines appropriate methodology to prepare information for use by others.
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Supports client reporting needs including client performance and compensation.
• Performs client analysis and trend reporting.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
• Participates on project teams or leads project teams.
• May participate in due diligence activities.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Offers leadership and direction to others.
• May supervise others.
• Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.
• 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 5 years experience, with degree.
• Advanced computer skills.

Preferred Qualifications

• Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
• Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.
• Work effectively individually and within a team; organizational and prioritization skills.

Working Conditions

• Office Environment
• Fast- paced deadline- driven office environment.
• Occasional Travel <10%

Salary

The Salary for this position generally ranges between $80,000.00- $106,000.00 an