Senior Financial Analyst

Job Family

Finance - General

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com . 

Job Description Summary

This position within Investment Reporting will be responsible for handling accounting processes to ensure accurate financial records and core accounting system (Clearwater Analytics) data integrity. The candidate will be responsible for analyzing financial data to support Management and Regulatory reporting, troubleshooting complex issues, and driving process improvements.

Job Description

Responsibilities

• Responsible for monthly accounting processes to ensure accuracy and completeness of financial records, including journal entry preparation, suspense balance monitoring, and/or reconciliation approvals.

• Maintain core system integrity and data quality in accordance with accounting policy and processing procedures. Candidate will be responsible for daily review of activity and performance and be able to field questions regarding accounting results calculated by the system.

• Extract financial and attribute data from core accounting system to trouble-shoot and resolve complex issues or discrepancies.

• Assists with the preparation of regulatory financials on a Statutory, IFRS, and/or US GAAP basis.

• Analyzes financial data to define and interpret relevant information for the purpose of explaining past financial performance and/or projecting future results.

• Demonstrates a thorough understanding of the business to proactively develop both standardized and ad-hoc financial reports for senior leadership.

• Recommends process improvements to achieve greater efficiencies by documenting business requirements and participating in testing efforts.

• Collaborate with vendor, stakeholders, and internal partners to effectively identify and resolve stakeholders’ needs.

• May participate in and/or lead project teams.

• Accountable for maintaining a positive, proactive relationship with internal customers.

• Responsible for adherence to the company's framework of internal controls.

• Offers leadership and direction to team members.

• May perform other duties as assigned.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.

• Minimum of 5 years experience, with degree.

• Proficiency using MS Office (Excel, PowerPoint, Word).

Preferred Qualifications

• Working knowledge of accounting and/or reporting on a Statutory, IFRS, and/or US GAAP basis.

• Basic understanding of investment vehicles, including bonds, private credit, and mortgage loan assets.

• E xperience in performing and/or overseeing accounting and reconciliation functions.

• Previous experience with Clearwater Analytics.

• Experience with Power BI.

• Self-starter who takes initiative with minimal instruction or guidance, utilizing creativity, problem-solving, and independent judgement.

• Demonstrated communication skills both orally and written.

• Attention to detail and accuracy.

• Deadline driven with capacity for complex problem-solving and the ability to handle multiple projects at once, both individually and as part of a team.

Working Conditions

• Hybrid (Tuesday - Thursday)

• Fast- paced deadline- driven office environment.

• Occasional Travel