Lead Financial Analyst - Capital Reporting (Hybrid)

Transamerica•Cedar Rapids, IA

1d•Hybrid

About The Position

Serve as a key member of Transamerica’s Capital Financial Planning and Analysis team, providing analysis and insight into capital generation results. The role serves as a subject matter expert in capital reporting and contributes to management reporting, detailed financial analysis, and large cross-functional projects. It involves resolving complex financial questions, communicating findings to strategic and operational audiences, and taking end-to-end ownership of assigned processes. The position also provides leadership and direction to junior-level staff and recommends process improvements. This is a hybrid role, with in-office work on Tuesdays, Wednesdays, and Thursdays in a fast-paced, deadline-driven office environment. The stated annual salary range is $94,000–$110,000. The position is typically eligible for an annual bonus at the company’s discretion.

Requirements

Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum of 8 years of experience with a degree.
Advanced computer skills.

Nice To Haves

One year of supervisory experience.
Solid knowledge of accounting or finance in areas such as investments, insurance products, or premiums.
Strong verbal and written communication skills.
Strong organizational and prioritization skills, with the ability to manage multiple projects and willingness to take on new assignments.
A customer service mindset.
Strong analytical skills and sound judgment, with the ability to navigate ambiguity and develop solutions without an established process.
Keen attention to detail, including the ability to identify errors and inconsistencies when reviewing others’ work.
Ability to work effectively independently and as part of a team.
Ability to address employee issues in a timely manner.

Responsibilities

Serve as a subject matter expert in capital reporting, providing technical expertise and insight into capital generation results.
Contribute to the development of management reporting and detailed financial analyses.
Apply subject matter expertise to large cross-functional projects.
Resolve complex financial questions by clarifying problems, evaluating options, and developing practical solutions when requirements, data, or processes are not fully defined.
Communicate complex financial information clearly to strategic and operational audiences.
Extract financial data from accounting and information systems to support analysis.
Identify, analyze, and interpret financial data to assess past performance and project future results.
Provide leadership and direction to junior-level staff, including reviewing their work for accuracy, completeness, and sound analytical conclusions.
Take end-to-end ownership of assigned processes, from planning and coordinating inputs through analysis, review, and timely delivery; proactively resolve issues and follow through to completion.
Apply a thorough understanding of business and financial analysis concepts.
Recommend process improvements to increase efficiency.
Collaborate across departments and divisions to resolve business issues and support company objectives.
Adhere to the company’s internal control framework.

Benefits

Competitive pay
Annual bonus for eligible employees
Benefits package
Pension plan
401(k) match
Employee stock purchase plan
Tuition reimbursement
Disability insurance
Medical insurance
Dental insurance
Vision insurance
Employee discounts
Career training and development opportunities
Paid time off starting at 160 hours annually for employees in their first year of service
Ten paid holidays per year
Be Well Company holistic wellness program, including wellness coaching and reward dollars
Paid parental leave for eligible employees
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