Financial Analyst - Investment Reporting (Hybrid)

Transamerica•Cedar Rapids, IA

2d•$53,000 - $65,000•Hybrid

About The Position

This role is within the management reporting function within investment reporting. Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed, specifically for quarter-end and budget/medium term plan reporting.

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

Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
Background with Clearwater and Oracle tools preferred

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 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.

Benefits

Competitive Pay
Bonus for Eligible Employees
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).
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