Lead Financial Analyst Transamerica
- 3.5 Cedar Rapids, IA Job Details Full-time $97,000
- $115,000 a year 4 hours ago Benefits Wellness program Paid parental leave Employee stock purchase plan Paid holidays Disability insurance Health insurance Dental insurance Matching gift program Tuition reimbursement Paid time off Adoption assistance Pension plan Parental leave Employee assistance program Vision insurance 401(k) matching Employee discount Life insurance Referral program Qualifications Microsoft Word Power BI Data visualization software proficiency Presentation software Writing skills Data analysis skills Visio Decision making Accounting and finance experience Cross-functional collaboration Full 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 This position within Investment Reporting will be responsible for leading a team supporting Derivative & Securities Operations Accounting. The successful candidate will be responsible for accounting accuracy, financial reporting, and analysis functions. This position will be responsible for applying accounting knowledge and judgment to activities that are diverse and complex. Job Description Responsibilities Develop, mentor, and manage staff to achieve performance success. Monthly, quarterly, and annual financial reporting across multiple bases of accounting Monthly oversight, review, and approval of suspense balances and reconciliations from source back to general ledger with a focus on derivatives Responsible for monthly accounting processes to ensure accuracy and completeness of financial records by preparing and reviewing journal entries with primary focus on derivatives but not limited to Extract financial and attribute data from core accounting system to trouble-shoot and resolve cash payment discrepancies or reconciliation variances Extracts financial data from accounting systems to perform appropriate analyses. Analytical focus will be on derivative and securities assets Core system integrity and data quality in accordance with accounting policy and processing procedures Daily review of derivative activity processing results and be able to address questions regarding accounting results calculated by the system Work directly with the vendor and stakeholder to resolve process exceptions. Understand the flow of information and use that knowledge to troubleshoot problems. Recommends changes to processes to improve and achieve greater efficiencies by documenting business requirements and participating in testing efforts. Participates on project teams or leads project teams. Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. 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 of 8 years experience, with degree. Communication, coaching and relationship-building skills. Analytical, problem-solving and decision-making skills. Work effectively individually and within a team; organizational and prioritization skills. Organizational skills and the ability to work on multiple concurrent projects. Experience working with remote employees supporting different functional areas. Deadline driven with the ability to multi-task and work effectively individually and within a team. Proficiency in MS Office (Word, Excel, PowerPoint, Visio). Advanced computer skills; Power BI, Report writing, etc. Preferred Qualifications 1 year supervisory experience. Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium). Background with Murex, Clearwater, and Oracle tools preferred. Experience leading a team through change initiatives Working Conditions Hybrid (Tuesday
- Thursday) Fast
- paced deadline
- driven office environment.
Occasional Travel
