Senior Financial Analyst - Asset Management (Hybrid)

Transamerica Corporation; Cedar Rapids (IA); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Benefits Package

Pension Plan

401k Match

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Job summary

Transamerica is seeking a Finance - General professional in Cedar Rapids, IA, to perform accounting, financial reporting and analysis related to fee revenue and assets under management for TAM. You will apply financial analysis to complex data and develop reports and forecasting models for internal clients.

The role requires a Bachelor’s degree in Accounting or Finance, at least 5 years of experience, and advanced computer skills.

Qualifications

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

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.

Skills

Advanced computer skills

Education

Bachelor’s degree in Accounting or Finance

Job description

Transamerica is seeking a Finance - General professional in Cedar Rapids, IA, to perform accounting, financial reporting and analysis related to fee revenue and assets under management for TAM. You will apply financial analysis to complex data and develop reports and forecasting models for internal clients.

The role requires a Bachelor’s degree in Accounting or Finance, at least 5 years of experience, and advanced computer skills.