Manager, Finance - External Reporting (Hybrid)

Transamerica•Philadelphia, PA

1d•Hybrid

About The Position

The Manager, External Reporting manages the preparation and coordination of the Company’s SEC filings and leads day-to-day execution of the SEC reporting process. The role oversees preparation and review of financial statements, footnote disclosures, MD&A, supporting schedules, and other required disclosures to support timely and accurate filings in compliance with U.S. GAAP and SEC requirements. It also researches reporting and disclosure requirements, supports disclosure controls and procedures, and identifies opportunities to improve disclosures and reporting processes. This manager coordinates external reporting activities across the organization, oversees interactions with external auditors, supports SOX compliance and internal controls, and manages, coaches, and develops assigned team members. The position supports optimization of external reporting technology, including Workiva. The position is hybrid, with in-office work Tuesdays, Wednesdays, and Thursdays. The stated annual salary range is $109,000–$145,000. Eligible employees may also be considered for an annual bonus at the Company’s discretion.

Requirements

Bachelor’s degree in accounting or finance, or equivalent experience.
Eight years of accounting or finance experience, including three years of supervisory or management experience.
Strong people management skills.
Ability to communicate effectively, orally and in writing, to diverse audiences.
Organizational and prioritization skills.
Advanced computer skills in MS Office, Excel, and financial business systems.

Nice To Haves

CPA preferred.
Public company SEC reporting experience, including preparation of Forms 10-Q and 10-K and related disclosures and MD&A.
Life insurance experience is a plus.
Experience with Workiva preferred.
Strong analytical, organizational, communication, and project management skills.
Demonstrated ability to work effectively in evolving or ambiguous environments, establish priorities and processes, and lead and develop a team.

Responsibilities

Manage end-to-end preparation and coordination of SEC filings, including quarterly and annual financial statements, footnote disclosures, MD&A, and supporting schedules.
Oversee external reporting calendars, disclosure checklists, and filing timelines to meet reporting requirements and deadlines.
Coordinate cross-functional inputs and partner with stakeholders across the organization on external reporting.
Manage, coach, and develop assigned team members; establish priorities, provide feedback, and promote a collaborative, high-performing team.
Coordinate with external auditors during quarterly reviews, annual audits, and controls testing, including preparing and reviewing supporting schedules and responding to auditor requests and comments.
Support SOX compliance and internal control activities related to external reporting.
Review financial statements and disclosures for compliance with U.S. GAAP, SEC regulations, SOX requirements, and company accounting policies.
Identify and implement improvements to financial statement disclosures and the efficiency of external reporting processes.
Support the use and optimization of external reporting technology, including Workiva.

Benefits

Competitive pay.
Annual bonus for eligible employees, based on the Company Bonus Plan and individual performance, at the Company’s discretion.
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.
Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of birth or placement of an adopted or 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.