Job Family
Finance - General

Job Description Summary
Performs accounting, financial reporting and analysis functions within the External Reporting group in preparation and filing of financial reports with the Securities and Exchange Commission (SEC).
Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex to support the integrity and accuracy of SEC filings.

Job Description

Responsibilities

• 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.

Qualifications

• 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.

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)
• Fast- paced deadline- driven office environment.
• Occasional Travel

The Salary for this position generally ranges between $97,000 - $122,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

Disclaimer:
Beware of fake job offers!

We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.
• Official offers are sent via DocuSign following a verbal offer-not through text or email.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation 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.
• 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