Lead Specialist, Financial Planning and Analysis - Capital FP&A

Transamerica•Cedar Rapids, IA

11d•$128,000 - $155,000•Hybrid

About The Position

Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis.

Requirements

Bachelor’s degree in accounting or finance, or equivalent experience
Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
Expert knowledge of accounting/finance
Analytical and problem solving skills
Strategic thinker able to communicate on business/market and legislative issues at a macro level
Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
Advanced computer skills in MS Office, Excel and financial business systems

Nice To Haves

Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis.
Knowledge of statutory reporting requirements for US Life Insurance entities.
Experience with Oracle ERP, including planning and forecasting

Responsibilities

Utilize subject matter expertise to lead or participate in large cross-functional projects.
Review and interpret data to determine past performance and/or project financial results for the most complex assignments.
Share information with others and aid in planning of next steps for financial data.
Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways.
Demonstrate technical expertise on management reporting for capital generation, functioning as a subject matter expert.
Collaborate with leaders and management to implement new policies and procedures.
Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
Create communications for complex messages to a variety of audiences at the strategic and operational levels.
Develop solid business relationships with all levels of management; partner with senior management to meet business goals.
Act as a process owner, as needed, to ensure top performance in a control environment.

Benefits

Competitive Pay
Bonus for Eligible Employees
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 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