Lead Financial Analyst - Capital Reporting (Hybrid)

Transamerica•Cedar Rapids, IA
•$94,000 - $110,000•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, financial analyses, and large cross-functional projects. It resolves complex financial questions when requirements, data, or processes are not fully defined, communicates financial information to strategic and operational audiences, and takes end-to-end ownership of assigned processes. The position also provides leadership and direction to junior-level staff, recommends process improvements, collaborates across departments, and adheres to the company’s internal control framework. This is a hybrid position 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 the problem, 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 relevant 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
  • 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 in the first year of service
  • Ten paid holidays per year
  • 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
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