Senior Financial Analyst – Investment Reporting

Transamerica

Senior Financial Analyst responsible for accounting and financial reporting analysis at Transamerica. Extracting and interpreting financial data with a focus on derivative and alternative assets.

Posted 4/29/2026full-timeCedar Rapids • Iowa, Pennsylvania • 🇺🇸 United StatesSenior💰 $78,000 - $98,000 per yearWebsite

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Performs accounting, financial reporting and analysis functions.
Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.
Extracts financial data from various accounting and information systems to perform appropriate analyses.
Analytical focus will be on derivative and alternative assets.
Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
Partnering with risk and asset managers to address analysis and performance needs.
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.
Candidate will support GAAP reporting enablement for current and new investment types.
May participate in due diligence activities.
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
Responsible for adherence to the company's framework of internal controls.

Requirements

What you’ll need

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 – particularly derivatives and alternative assets such as private equity and tax credits, insurance products, premium).
Background with Oracle and Clearwater tools preferred.
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.

Benefits

Comp & perks

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
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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingfinancial analysisdata extractionforecastingtrend analysisGAAP reportingaccountingmodelingdue diligenceinternal controls

Soft Skills

communicationanalyticalorganizational skillsprioritizationcustomer serviceteamworkproject managementproblem-solvingadaptabilityleadership

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance