Intermediate Financial Analyst - Investment Reporting

Job Family

Finance - General

Who We Are

 

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

What We Do

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

Job Description Summary

Performs accounting, financial reporting and analysis functions for external reporting – specifically IFRS9, ESG, and global investment reporting for our parent company, AEGON NV. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.

Job Description

Responsibilities

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

• Analyzes financial data and brings issues to the attention of the appropriate person.

• Determines appropriate methodology to prepare information for use by others.

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

• Interprets financial transactions and events for users who must make economic or business decisions.

• Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.

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

• Supports client reporting needs including client performance and compensation.

• Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems, provide recommendations for system enhancements and work closely with IT teams to implement reporting solutions.

• Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.

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

Qualifications

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

• Minimum 3 years of experience, with degree. 

• Advanced computer skills.

Preferred Qualifications

• Working knowledge of investments preferred.

• Ability to effectively communicate orally and in writing.

• Ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical. 

• Work effectively individually and within a team.

• Organizational and prioritization skills.

Working Conditions

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

The US salary for this position generally ranges between $59,000-$70,000 annually. This range is an estimate, based on potential employee qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. 

 

Additionally in the US, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

 

Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of persons and are dedicated to creating a respectful and inclusive work environment. 

 

#LI-remote #IND123

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 Benefits 

• Competitive Pay 

• Bonus for Eligible Employees 

 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Med