Financial Analyst

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 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. 

 

Who We Are 

  

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. We’re a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica’s dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones. Transamerica is dedicated to building America’s leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products, including mutual funds, annuities, stable value solutions, as well as investment management services. 

 

What We Do 

 

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs; Risk; and Technology). 

Job Description Summary

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

Job Description

Responsibilities:

• Implements and validates the financial terms of reinsurance treaties.

• Preparation and analysis of quarterly financial presentations to Senior Management.

• Performs professional financial analysis work, which involves:  extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.

• Analyze, test and verify information compiled is correct and/or reasonable based upon accounting and financial analysis knowledge.

• Respond to requests received from management and other departments. 

• Understands the flow of information and uses that knowledge to troubleshoot problems.

• Participates in monthly accounting processes to ensure accuracy and completeness of financial records. 

• Explains to others how analysis was produced and or reported.

• Updates financial reports/models for forecasting, trending and results analysis.

• Supports client reporting needs including client performance and compensation.

• Assists with project work and may serve as a member of divisional project team.

• Responsible for adherence to the company's framework of internal controls.

• Improve procedures, update and organize documentation of reporting and planning processes.

Qualifications:

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience. 

• Up to 2 years of experience, with degree. 

• Advanced computer skills.

Preferred Qualifications:

• Working knowledge of financial area preferred (for example, investments, insurance products, premium).

• Ability to effectively communicate orally and in writing, customer service approach. 

• Detail-oriented, accurate; analytical, work effectively individually and within a team, organizational and prioritization skills.

Working Conditions:

• Fast paced deadline-driven office environment, occasional travel.

• Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.

Location:

• Cedar Rapids, IA

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