Sr Specialist, Financial Analysis (External Reporting)

Transamerica; Cedar Rapids (IA); Hybrid; USD 108,000 - 135,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

401k Match

Tuition Reimbursement

Medical Insurance

Job summary

Transamerica in Cedar Rapids is looking for a subject matter expert in financial reporting to perform accounting and SEC filing functions. The ideal candidate will have a bachelor’s degree in accounting or finance and eight years of relevant experience.

This role involves preparing and reviewing SEC filings, ensuring U.S. GAAP compliance, and collaborating with finance teams. It offers hybrid working conditions and a competitive salary ranging from $108,000 to $135,000.

Qualifications

• Eight years of experience in accounting or financial reporting.
• In-depth knowledge of SEC reporting and U.S. GAAP.
• Ability to manage deadlines in a fast-paced environment.

Responsibilities

• Prepare and file SEC filings including Forms 10-K, 10-Q, and 8-K.
• Review financial statements for accuracy and consistency.
• Collaborate with finance team for XBRL tagging.

Skills

Accounting knowledge

Financial reporting

Analytical skills

Communication skills

Computer skills

Education

Bachelor’s degree in accounting or finance

Tools

Workiva

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 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 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/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

Compensation and Benefits

The Salary for this position generally ranges between $108,000 - $135,000 annually. The salary range is a good faith estimate for this position and actual starting pay is determined by 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. This position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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.

Compensation and Benefits Details

• 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

Health and Work/Life Balance Benefits

• PTO starting at 160 hours annually for employees in their first year of service
• Ten paid holidays per year (typically mirroring NYSE holidays)
• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
• Parental Leave – fifteen days of paid parental leave per calendar year to 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 offer a wide range of diversity and inclusion programs, including Employee Resource Groups (ERGs). ERGs are open to all employees and provide a supportive environment to appreciate our similarities and differences.

Giving Back

We created the Aegon Transamerica Foundation in 1994. 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 serves more than 23.9 million people globally and offers investment, protection, and retirement solutions, with a focus on climate change and inclusion and diversity. As of December 31, 2023, Aegon’s global presence remains strong.