Transamerica

Lead Financial Analyst – Capital Financial Planning & Analysis

Transamerica

full-time

Posted on:

Location Type: Office

Location: Cedar Rapids • Colorado, Iowa, Maryland, Pennsylvania • 🇺🇸 United States

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Salary

💰 $94,000 - $120,000 per year

Job Level

Senior

About the role

  • Serve as a key member of Transamerica’s Capital Financial Planning and Analysis team, with responsibility for providing analysis and insight into capital generation results.
  • Demonstrate technical expertise on capital reporting, functioning as a subject matter expert.
  • Serve as a key contributor to development of management reporting and detailed analytical reporting.
  • Utilize subject matter expertise to participate in large cross-functional projects.
  • Deliver a high level of financial analysis understanding to aid in solving problems in unique ways.
  • Create communications for complex messages to a variety of audiences at the strategic and operational levels.
  • Offers leadership and direction to others.
  • Exhibits a thorough understanding of business and analysis concepts
  • Recommends changes to processes to improve and achieve greater efficiencies.

Requirements

  • Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
  • Minimum of 8 years experience, with degree.
  • Advanced computer skills.
  • Preferred Qualifications 1 year supervisory experience.
  • 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, willingness to take on new projects, customer service approach, highly analytical.
  • Work effectively individually and within a team, 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 analysiscapital reportingmanagement reportinganalytical reportingaccountingfinanceinvestmentsinsurance productspremium
Soft skills
leadershipcommunicationproblem-solvingorganizational skillsprioritization skillsanalytical skillscustomer serviceteamworkeffective judgment
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance