Senior Financial Analyst – Distribution
Transamerica
Lead Financial Analyst
Transamerica
full-time
Posted on:
Location Type: Hybrid
Location: Cedar Rapids • 🇺🇸 United States
Visit company websiteSalary
💰 $94,000 - $110,000 per year
Job Level
Senior
About the role
- Assist with product line reporting for the Life Equity business (Indexed UL and Variable UL)
- Extract financial data from various accounting and information systems to perform appropriate analyses
- Analyze financial data and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial result
- Determine appropriate methodology to prepare information for use by others
- May manage staff to achieve performance standards
- Develop and motivate staff to achieve effectiveness; mentor, train and share knowledge
- Ensure staff demonstrates appropriate customer service attitudes
- Offer leadership and direction to others
- Exhibit a thorough understanding of business and analysis concepts
- Support client reporting needs including client performance and compensation
- Perform client analysis and trend reporting
- Participate in monthly accounting processes to ensure accuracy and completeness of financial records
- Recommend changes to processes to improve and achieve greater efficiencies
- Utilize a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis
- Work effectively with other departments/divisions to ensure business issues are resolved for the success of the company
- Solve complex problems in creative ways; significant initiative and independent judgment required; make varied decisions
- Operate with substantial latitude for un-reviewed action or decision
- Typically plan, conduct and supervise assignments; review progress and evaluate results
- Exhibit leadership skills; mentor employees across teams
- May manage the workload of others
- Responsible for adherence to the company's framework of internal controls
Requirements
- Bachelor’s degree in Accounting or Finance and/or equivalent work experience
- Minimum of 8 years experience, with degree
- Advanced computer skills
- 1 year supervisory experience (preferred)
- Solid knowledge of accounting/financial area (for example, investments, insurance products, premium)
- Ability to effectively communicate orally and in writing
- Ability to handle multiple projects
- Willingness to take on new projects
- Customer service approach
- Highly analytical
- Organizational and prioritization skills
- Effective judgment
- Address employee issues on a timely basis
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
- Health and Work/Life Balance Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisdata extractionfinancial reportingforecastingtrend analysisaccountingfinancial modelingperformance analysismethodology developmentinternal controls
Soft skills
leadershipmentoringcommunicationorganizational skillsprioritizationproblem-solvinginitiativejudgmentcustomer serviceteam collaboration
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance