Lead Financial Analyst responsible for accounting and financial reporting at Transamerica. Analyze financial data, provide leadership, and support client reporting needs in a collaborative environment.
Responsibilities
Assist with product line reporting for the Life Equity business (Indexed UL and Variable UL)
Extract financial data from various accounting and information systems to perform appropriate analyses
Analyze financial data and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial result
Determine appropriate methodology to prepare information for use by others
May manage staff to achieve performance standards
Develop and motivate staff to achieve effectiveness; mentor, train and share knowledge
Ensure staff demonstrates appropriate customer service attitudes
Offer leadership and direction to others
Exhibit a thorough understanding of business and analysis concepts
Support client reporting needs including client performance and compensation
Perform client analysis and trend reporting
Participate in monthly accounting processes to ensure accuracy and completeness of financial records
Recommend changes to processes to improve and achieve greater efficiencies
Utilize a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis
Work effectively with other departments/divisions to ensure business issues are resolved for the success of the company
Solve complex problems in creative ways; significant initiative and independent judgment required; make varied decisions
Operate with substantial latitude for un-reviewed action or decision
Typically plan, conduct and supervise assignments; review progress and evaluate results
Exhibit leadership skills; mentor employees across teams
May manage the workload of others
Responsible for adherence to the company's framework of internal controls
Requirements
Bachelor’s degree in Accounting or Finance and/or equivalent work experience
Minimum of 8 years experience, with degree
Advanced computer skills
1 year supervisory experience (preferred)
Solid knowledge of accounting/financial area (for example, investments, insurance products, premium)
Ability to effectively communicate orally and in writing
Ability to handle multiple projects
Willingness to take on new projects
Customer service approach
Highly analytical
Organizational and prioritization skills
Effective judgment
Address employee issues on a timely basis
Benefits
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
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