Lead Financial Analyst

Transamerica•Cedar Rapids, IA

1d•Hybrid

About The Position

This position within Investment Reporting will be responsible for leading a team supporting Derivative & Securities Operations Accounting. The successful candidate will be responsible for accounting accuracy, financial reporting, and analysis functions. This position will be responsible for applying accounting knowledge and judgment to activities that are diverse and complex.

Requirements

Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum of 8 years experience, with degree.
Communication, coaching and relationship-building skills.
Analytical, problem-solving and decision-making skills.
Work effectively individually and within a team; organizational and prioritization skills.
Organizational skills and the ability to work on multiple concurrent projects.
Experience working with remote employees supporting different functional areas.
Deadline driven with the ability to multi-task and work effectively individually and within a team.
Proficiency in MS Office (Word, Excel, PowerPoint, Visio).
Advanced computer skills; Power BI, Report writing, etc.

Nice To Haves

1 year supervisory experience.
Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
Background with Murex, Clearwater, and Oracle tools preferred.
Experience leading a team through change initiatives

Responsibilities

Develop, mentor, and manage staff to achieve performance success.
Monthly, quarterly, and annual financial reporting across multiple bases of accounting
Monthly oversight, review, and approval of suspense balances and reconciliations from source back to general ledger with a focus on derivatives
Responsible for monthly accounting processes to ensure accuracy and completeness of financial records by preparing and reviewing journal entries with primary focus on derivatives but not limited to
Extract financial and attribute data from core accounting system to trouble-shoot and resolve cash payment discrepancies or reconciliation variances
Extracts financial data from accounting systems to perform appropriate analyses. Analytical focus will be on derivative and securities assets
Core system integrity and data quality in accordance with accounting policy and processing procedures
Daily review of derivative activity processing results and be able to address questions regarding accounting results calculated by the system
Work directly with the vendor and stakeholder to resolve process exceptions. Understand the flow of information and use that knowledge to troubleshoot problems.
Recommends changes to processes to improve and achieve greater efficiencies by documenting business requirements and participating in testing efforts.
Participates on project teams or leads project teams.
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
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