Lead Specialist, Financial Analysis – External Reporting

Transamerica

Lead Specialist performing SEC filing preparation and financial reporting for Transamerica. Collaborating with management and external auditors to ensure compliance and accuracy of filings.

Posted 6/25/2026full-timeCedar Rapids • Colorado, Iowa, Maryland, Pennsylvania • 🇺🇸 United StatesSenior💰 $128,000 - $161,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a top subject matter expert within the External Reporting group performing accounting, financial reporting and analysis functions in the preparation and filing of financial reports with the Securities and Exchange Commission (SEC).
Utilize subject matter expertise to lead the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.
Coordinate the timely submission of filings within regulatory deadlines.
Review and perform analytics in the preparation of financial statements to ensure consistency and accuracy across all financial statements and disclosures in accordance with U.S. GAAP and SEC regulations.
Ensure accuracy of eXtensible Business Reporting Language (XBRL) tagging in financial statements.
Deliver a higher level of financial reporting expertise to aid in solving problems in unique ways.
Lead interactions with external auditors, including managing audits, addressing auditor inquiries and providing proper documentation for disclosures.
Collaborate with management to maintain and enhance disclosure controls and procedures to ensure high-quality reporting.
Act as a processes owner to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.
Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
Create communications for complex messages to a variety of audiences at the strategic and operational levels including determining and communicating SEC reporting calendar and project timelines.
Develop solid business relationships with all levels of management; partner with senior management to meet business goals.

Requirements

What you’ll need

Bachelor’s degree in accounting or finance, or equivalent experience
Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
Expert knowledge of accounting/finance
Analytical and problem solving skills
Strategic thinker able to communicate on business/market and legislative issues at a macro level
Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
Advanced computer skills in MS Office, Excel and financial business systems
CPA strongly preferred/advanced degree
Extensive knowledge of SEC reporting, U.S. GAAP, and XBRL
6-10+ years of experience in SEC reporting and regulations.
Proven ability to manage deadlines in a fast-paced, high-pressure environment.
Experience working with Workiva and other financial reporting software.

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

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial reportingfinancial analysisU.S. GAAPXBRLSEC reportingaccountingfinancial statements preparationregulatory complianceprocess improvementdata analytics

Soft Skills

analytical skillsproblem solvingstrategic thinkingorganizational skillsprioritizationcommunication skillspresentation skillsrelationship buildingdecision makingcollaboration

Certifications

CPABachelor's degree in accountingBachelor's degree in financeadvanced degree