Sr Specialist, Financial Analysis (External Reporting)

Transamerica; Baltimore (MD); Hybrid; USD 108,000 - 135,000; Full time

Benefits offered by this job

Competitive Pay

Bonus Eligible

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off 160 hours

Holidays

Wellness Program

Parental Leave

Adoption Assistance

Employee Assistance

Back-Up Care

Volunteer PTO

Matching Gifts

ERGs

Diversity Programs

Recognition Program

Referral Bonuses

Job summary

Transamerica is seeking a subject matter expert in External Reporting to lead accounting, financial reporting, and SEC filing activities. You will prepare and file forms 10-K/10-Q/8-K, ensure GAAP compliance, collaborate with finance and external auditors, and contribute to SOX controls and process improvements.

Ideal candidates bring deep experience in SEC reporting, U.S. GAAP, and XBRL, with strong analytical, communication, and advanced computer skills.

Qualifications

• Bachelor's degree in accounting/finance or equivalent work experience.
• Eight years of experience with degree.
• In-depth knowledge of accounting/finance.
• Analytical and problem-solving skills.
• Written and verbal communication skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Advanced computer skills.

Responsibilities

• Prepare, review, and file periodic SEC filings (10-K, 10-Q, 8-K) and related disclosures.
• Review and perform analytics in the preparation of financial statements aligned with U.S. GAAP and SEC regulations; tag with XBRL.
• Participate in MD&A, footnotes, and non-GAAP disclosures as assigned by the Director of External Reporting.
• Assist leadership in implementing reporting policies and adapting to new regulatory requirements.
• Share knowledge of SEC regulations, U.S. GAAP and reporting tools to develop the department.
• Provide a high level of financial reporting expertise to solve problems creatively.
• Interact with external auditors and manage documentation for audits.
• Actively participate in SOX and internal controls over external reporting.
• Recommend and lead process changes to gain efficiencies through technology.
• Work with other departments to resolve business issues.

Skills

Analytical thinking

Communication skills

Advanced computer skills

Education

Bachelor's degree in accounting/finance

CPA strongly preferred

Tools

Workiva

SEC reporting tools

Job description

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.

Job Family

Finance - General

Job Description Summary

Serves as a subject matter expert within the External Reporting group performing accounting, financial reporting, and analysis functions in the preparation and filing of financial reports with the Securities and Exchange Commission (SEC). Applies financial knowledge and judgment to activities that are diverse and complex in order to validate the integrity and accuracy of SEC filings.

Responsibilities

• Utilize subject matter expertise in the preparation, review and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8‑K and other required filings.
• Review and perform analytics in the preparation of financial statements to ensure consistency and accuracy across all financial statements and disclosures in accordance with U.S. GAAP and SEC regulations. Collaborate with other finance team members with eXtensible Business Reporting Language (XBRL) tagging in the financial statements.
• Participate in the Management Discussion & Analysis process, financial statement footnotes, and non‑GAAP disclosures as assigned by the Director of External Reporting.
• Assist department leadership team in implementing and enhancing reporting policies and procedures and evaluating the impacts of new regulatory reporting requirements.
• Share high‑level knowledge of SEC regulations, U.S. GAAP and financial reporting tools with others in order to promote further development of the department.
• Provide a higher level of financial reporting expertise and accounting understanding to aid in solving problems in unique ways.
• Interact and communicate with external auditors, including management audits, to support the resolution of auditor inquiries and development of proper documentation for external auditors as required.
• Actively participate in the SOX and internal control environment over the external reporting process. Evaluate and enhance disclosure controls and procedures and internal controls over financial reporting.
• Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
• Work with other departments to ensure business issues are resolved.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent work experience.
• Eight years of experience, with degree.
• In‑depth knowledge of accounting/finance.
• Analytical and problem‑solving skills.
• Written and verbal communication skills.
• Ability to work in a fast‑paced, deadline‑driven environment.
• Advanced computer skills.

Preferred Qualifications

• CPA strongly preferred/advanced degree.
• Extensive knowledge of SEC reporting, U.S. GAAP, and XBRL.
• 6‑10 years of experience in SEC reporting and regulations.
• Proven ability to manage deadlines in a fast‑paced, high‑pressure environment.
• Experience working with Workiva and other financial reporting software.

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
• Occasional Travel

The Salary for this position generally ranges between $108,000 – $135,000 annually. Salary may vary above and below the stated amounts, as permitted by applicable law.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten paid holidays per year.
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.
• Parental Leave – fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
• 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 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. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. 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.