Intermediate Financial Analyst - Investments

Transamerica•Cedar Rapids, IA

1d•$64,000 - $80,000•Hybrid

About The Position

This position within Investment Reporting will be responsible for handling accounting processes to ensure accurate financial records and core accounting system (Clearwater Analytics) data integrity. The candidate will be responsible for analyzing financial data to support Management and Regulatory reporting, troubleshooting complex issues, and driving process improvements.

Requirements

Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum 3 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
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.

Responsibilities

Responsible for monthly accounting processes to ensure accuracy and completeness of financial records, including journal entry preparation, suspense balance monitoring, and/or reconciliation approvals.
Maintain core system integrity and data quality in accordance with accounting policy and processing procedures. Candidate will be responsible for daily review of activity and performance and be able to field questions regarding accounting results calculated by the system.
Extract financial and attribute data from core accounting system to trouble-shoot and resolve complex issues or discrepancies.
Assists with the preparation of regulatory financials on a Statutory, IFRS, and/or US GAAP basis.
Analyzes financial data to define and interpret relevant information for the purpose of explaining past financial performance and/or projecting future results.
Demonstrates a thorough understanding of the business to proactively develop both standardized and ad-hoc financial reports for senior leadership.
Recommends process improvements to achieve greater efficiencies by documenting business requirements and participating in testing efforts.
Collaborate with vendor, stakeholders, and internal partners to effectively identify and resolve stakeholders’ needs.
May participate in and/or lead project teams.
Accountable for maintaining a positive, proactive relationship with internal customers.
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.

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).
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