Financial Analyst - Financial Assets

Transamerica•Cedar Rapids, IA

17d•Hybrid

About The Position

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

Requirements

Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Up to 2 years of experience, with degree.
Advanced computer skills.

Nice To Haves

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.

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.
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.
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.

Benefits

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
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