Senior Specialist, Financial Analysis – External Reporting

Transamerica

Sr Specialist, Financial Analysis (External Reporting) preparing SEC filings for Transamerica. Involves analytics, collaboration, and regulatory compliance in finance operations.

Posted 6/27/2026full-timeCedar Rapids • Iowa, Maryland, Pennsylvania • 🇺🇸 United StatesSenior💰 $108,000 - $135,000 per yearWebsite

About the role

Key responsibilities & impact

Utilize subject matter expertise in the preparation, review and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.
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.
Collaborate with other finance team members with eXtensible Business Reporting Language (XBRL) tagging in the financial statements.
Participate in the Management Discussion & Analysis process, financial statement footnotes, and non-GAAP disclosures as assigned by the Director of External Reporting.
Assist department leadership team in implementing and enhancing reporting policies and procedures and evaluating the impacts of new regulatory reporting requirements.
Share high-level knowledge of SEC regulations, U.S. GAAP and financial reporting tools with others in order to promote further development of the department.
Provide a higher level of financial reporting expertise and accounting understanding to aid in solving problems in unique ways.
Interact and communicate with external auditors, including management audits, to support the resolution of auditor inquiries and development of proper documentation for external auditors as required.
Actively participate in the SOX and internal control environment over the external reporting process.
Evaluate and enhance disclosure controls and procedures and internal controls over financial reporting.
Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
Work with other departments to ensure business issues are resolved.

Requirements

What you’ll need

Bachelor’s degree in accounting or finance, or equivalent work experience
Eight years of experience, with degree
In-depth knowledge of accounting/finance
Analytical and problem-solving skills
Written/verbal communication skills
Ability to work in a fast-paced, deadline driven environment
Advanced computer skills
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

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Applicant Tracking System Keywords

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Hard Skills & Tools

SEC filingsfinancial statementsU.S. GAAPXBRLfinancial reportingdisclosure controlsinternal controlsanalytical skillsproblem-solving skillsadvanced computer skills

Soft Skills

written communicationverbal communicationcollaborationleadershiptime managementadaptabilityattention to detailinterpersonal skillsorganizational skillsability to work under pressure

Certifications

CPABachelor’s degree in accountingBachelor’s degree in financeadvanced degree