Intermediate Financial Analyst - Retirement

Transamerica•Cedar Rapids, IA

12d•Hybrid

About The Position

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

Requirements

Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum 3 years of experience, with degree.
Advanced Excel & PowerPoint 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

Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
Analyzes financial data and brings issues to the attention of the appropriate person.
Develops financial reports/models for forecasting, trending and results analysis across multiple accounting frameworks.
Determines appropriate methodology to prepare information for use by others.
Perform financial analysis over financial results relative to peers and benchmarking studies.
Participates in monthly management reporting processes to ensure accuracy of financial messaging of business performance relative to budget and strategic objectives.
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.
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 Em ployees
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 s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach 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