Lead Financial Analyst – External Reporting

Transamerica

Lead Financial Analyst responsible for SEC reporting and financial analysis at Transamerica. Extracting financial data and ensuring compliance with regulations to support accurate filings.

Posted 6/26/2026full-timeCedar Rapids • Colorado, Iowa, Maryland, Pennsylvania • 🇺🇸 United StatesSenior💰 $97,000 - $122,000 per yearWebsite

About the role

Key responsibilities & impact

Extracts financial data from various accounting and information systems in the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.
Analyzes financial data and defines relevant information in the preparation of financial statements to ensure consistency and accuracy across financial statement disclosures in accordance with U.S. GAAP and SEC regulations.
Perform comprehensive financial tie-outs across all external reporting materials, including accuracy in footing and cross-footing.
Maintain and enhance eXtensible Business Reporting Language (XBRL) tagging in the financial statements.
Maintain and enhance documents structures in Workiva related to document changes as necessary and proposing efficiencies and improvements in Workiva.
May manage and direct staff to achieve performance standards.
Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge.
Ensures staff demonstrates appropriate customer service attitudes.
Exhibits a thorough understanding of business and analysis concepts.
Supports interactions with external auditors to address audit inquiries.
Prepare and provide proper documentation to auditors, as necessary, to support disclosures and amounts included in SEC filings.
Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
Perform and document necessary controls and procedures to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.
Recommends changes to processes to improve and achieve greater efficiencies.
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.
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 8 years experience, with degree.
Advanced computer skills.
Preferred Qualifications 1 year supervisory experience.
Solid knowledge and experience with SEC reporting and regulations, U.S. GAAP, and XBRL.
Experience working with and editing Workiva.
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.
Proven ability to manage deadlines in a fast-paced, high-pressure environment.

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 data analysisfinancial statement preparationXBRL taggingSEC filingsU.S. GAAPSarbanes-Oxley (SOX) compliancefinancial tie-outsdocument control proceduresaudit documentationperformance standards management

Soft Skills

leadershipmentoringcustomer serviceeffective communicationorganizational skillsprioritizationanalytical skillsproblem-solvinginitiativeindependent judgment

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Finance