Sr Specialist, Financial Analysis (Global Consolidation)

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

Benefits offered by this job

Competitive Pay

Annual Bonus

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Health Insurance

Paid Time Off 160 hours

Parental Leave

Job summary

Transamerica is seeking a finance professional specializing in consolidation and corporate reporting. You will prepare and review consolidated financials, coordinate with global teams, and support audits, ensuring accuracy and completeness of reporting.

The role emphasizes strong analytical ability, accounting knowledge, and communication skills in a fast-paced environment, with a hybrid work setup and competitive compensation.

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

Responsibilities

• Prepare and review consolidation activities, financial reporting schedules, analyses, and supporting documentation in accordance with established reporting requirements.
• Coordinate with domestic and international finance teams to support timely, accurate, and complete reporting of financial information.
• Support accounting and reporting activities related to investments in subsidiaries and other legal entities through the preparation of analyses, reconciliations, consolidation adjustments, and elimination entries.
• Perform analyses of consolidated financial results and communicate key observations, trends, risks, and issues to management.
• Maintain reporting instructions, reporting documentation, and supporting process materials.
• Execute control activities supporting the accuracy and completeness of financial reporting.
• Support internal and external audit activities through preparation of documentation, analyses, and responses to inquiries.
• Support internal and external audit activities through preparation of documentation, analyses, and responses to inquiries.

Skills

Analytical skills

Problem solving

Communication

Time management

Computer skills

Education

Bachelor's degree in accounting or finance

CPA certification (in progress)

Professional certification (in progress)

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

Serve as a subject matter expert within the Global Consolidation and Corporate Reporting organization performing accounting, financial reporting, and financial analysis activities. Apply accounting knowledge, professional judgement, and analytical expertise to support the integrity, accuracy, and completeness of consolidated financial reporting while contributing to process improvements and reporting initiatives.

Job Description Responsibilities

• Prepare and review consolidation activities, financial reporting schedules, analyses, and supporting documentation in accordance with established reporting requirements.
• Coordinate with domestic and international finance teams to support timely, accurate, and complete reporting of financial information.
• Support accounting and reporting activities related to investments in subsidiaries and other legal entities through the preparation of analyses, reconciliations, consolidation adjustments, and elimination entries.
• Perform analyses of consolidated financial results and communicate key observations, trends, risks, and issues to management.
• Maintain reporting instructions, reporting documentation, and supporting process materials.
• Execute control activities supporting the accuracy and completeness of financial reporting.
• Support internal and external audit activities through preparation of documentation, analyses, and responses to inquiries.
• Support internal and external audit activities through preparation of documentation, analyses, and responses to inquiries.

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 and/or progress toward professional certification.
• Experience within the insurance or financial services industry.
• Experience supporting financial reporting, consolidation, or accounting close processes.
• Experience working with large financial reporting systems and data sets.

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays) Occasional Travel <10%

The Salary for this position generally ranges between $108,000 - $135,000 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

• 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

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.

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, visit www.transamerica.com.

* As of December 31, 2023

* As of December 31, 2022

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