Sr Specialist, Financial Analysis

TransamericaCedar Rapids, IA
Hybrid

About The Position

Provide finance/accounting services to the organization in a leadership capacity. Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors. Adapt department plans to address resource and operational challenges. Operates mostly within their own function, but participates in cross-functional initiatives. Understand and communicate directives from senior management. Maintain quarterend/yearend calendars to ensure all tasks are completed on time and accurate. Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos. Identify potential accounting issues/errors and escalate appropriately. Create, submit and approve journal entries. Prepare quarterend Management Powerpoint decks and present the deck in management review meetings. Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget. Review, design and implement process and control improvements for Capital Reporting. Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Requirements

  • Bachelor’s degree in accounting or finance, or equivalent experience
  • Eight years of accounting/finance experience including three years of supervisory/management experience
  • Strong people management skills
  • Ability to effectively communicate, 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

  • Knowledge of assigned business area (e.g. investments, premiums, corporate finance)
  • Oracle Smartview, Power BI experience

Responsibilities

  • Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors.
  • Adapt department plans to address resource and operational challenges.
  • Operates mostly within their own function, but participates in cross-functional initiatives.
  • Understand and communicate directives from senior management.
  • Maintain quarterend/yearend calendars to ensure all tasks are completed on time and accurate.
  • Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos.
  • Identify potential accounting issues/errors and escalate appropriately.
  • Create, submit and approve journal entries.
  • Prepare quarterend Management Powerpoint decks and present the deck in management review meetings.
  • Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget.
  • Review, design and implement process and control improvements for Capital Reporting.
  • Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

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).
  • 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
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