Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Financial Director providing leadership for specialized financial sub-segment managing accurate reporting and tactical execution. Collaborating with business partners for financial decision-making and planning.
Responsibilities
- Provide financial leadership for a specialized sub-segment with moderate complexity
- Ensure accurate reporting and contribute to tactical execution and planning
- Align financials with operational goals within a defined scope
- Support performance tracking and variance analysis
- Assist in preparing forecasts and financial plans
- Collaborate with business partners to support financial decision-making
- Maintain documentation and ensure data integrity
Requirements
- Bachelor’s degree in Accounting or Finance, or equivalent education and related training
- Eight years of relevant accounting or finance experience that includes complex financial analysis
- Ability to work independently with minimal guidance
- Proactive in completing tasks and producing deliverables
- Sound and comprehensive understanding of business and organizational strategies and processes
- Ability to build consensus through communication and presentation of factual and relevant information
- Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner
- Strong analytical and problem-solving skills
- Sound and logical decision-making abilities
- Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment
- Familiarity with GAAP
- High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products
- Financial Modeling experience
Benefits
- Medical, dental, vision, life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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