Senior Financial Analyst

Transamerica-posted 14 days ago
Full-time • Mid Level
Hybrid • Cedar Rapids, IA
5,001-10,000 employees
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Performs accounting, financial reporting and analysis functions for Annuity products under IFRS 17, US GAAP and Capital Reporting standards. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.

  • Extracts financial data for annuities from various accounting and information systems to perform appropriate analyses.
  • Analyzes financial data for annuities and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
  • Determines appropriate methodology to prepare information for use by others.
  • Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
  • Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
  • Supports client reporting needs including client performance and compensation.
  • Performs client analysis and trend reporting.
  • Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
  • Participates on project teams or leads project teams.
  • May participate in due diligence activities.
  • Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
  • Offers leadership and direction to others.
  • May supervise others.
  • Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.
  • Responsible for adherence to the company's framework of internal controls.
  • Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
  • Minimum of 5 years experience, with degree.
  • Advanced computer skills.
  • Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
  • Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.
  • Work effectively individually and within a team; organizational and prioritization skills.
  • Knowledge of Power BI, Oracle and Smarview querying applications.
  • Possesses the skillset for problem solving
  • Driven to create process improvements and efficiencies
  • Exceptional communication skills.
  • Talent for establishing cross-departmental relationships/connections.
  • 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
  • College Coach 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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