Transamerica

Lead Financial Analyst - Legal Entity Accounting & Reporting

Transamerica$97K — $129K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
  • Minimum of 8 years experience in a relevant accounting role.
  • Advanced computer skills.
  • Strong understanding of GAAP and U.S. Statutory accounting principles preferred.
  • Advanced analytical, problem solving, and Excel skills.
  • CPA or advanced degree preferred.
  • Experience within the insurance or financial services industry preferred.

Responsibilities

  • Serve as the primary accounting and reporting lead for assigned legal entities and holding companies.
  • Prepare and review quarterly and annual financial statements and reporting packages.
  • Prepare journal entries, account reconciliations, and variance analysis for legal entity transactions.
  • Support the consolidated financial reporting process ensuring accuracy and completeness.
  • Coordinate and support annual audits and regulatory filings.
  • Partner with cross-functional teams to record strategic initiatives and transactions.
  • Identify opportunities to improve processes and strengthen controls.
  • Mentor and provide guidance to analysts and other team members.

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually for employees in their first year of service.
  • Paid holidays mirroring the New York Stock Exchange (NYSE) holidays.
  • Be Well Company holistic wellness program including Wellness Coaching.
  • 15 days of paid parental leave per year for eligible employees.
  • 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
Full Job Description

Job Family

Finance - General

Job Description Summary

The Lead Financial Analyst is responsible for the U.S. GAAP accounting, analysis and financial reporting of assigned legal entities and holding companies within a complex corporate structure. This role serves as the primary contract for assigned entities, ensuring accurate financial reporting, compliance with accounting policies and providing timely and accurate support of consolidated financial statement preparation. This position partners closely with the Consolidation, External Reporting, Treasury and FP&A teams, as well as external auditors, while driving forward process improvements and mentoring less experienced team members.

Job Description

Responsibilities

  • Serve as the primary accounting and reporting lead for assigned legal entities and holding companies.

  • Prepare and review quarterly and annual financial statements, reporting packages and supporting analysis.

  • Prepare journal entries, account reconciliations, variance analysis and supporting accounting for various legal entity specific transactions.

  • Support the consolidated financial reporting process and ensure the accuracy and completeness of legal entity results.

  • Coordinate and support annual audits, regulatory filings and other statutory reporting requirements, as applicable.

  • Partners with cross-functional teams to ensure strategic initiatives, capital transactions, restructurings, etc. are appropriately recorded at the legal entity level.

  • Identify opportunities to improve processes, strengthen controls, and enhance reporting efficiency.

  • Provide guidance and mentorship to analysts and other team members, as appropriate.


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

  • Strong understanding of GAAP and U.S. Statutory accounting principles

  • Advanced analytical, problem solving, and Excel skills

  • CPA / advanced degree

  • Experience within the insurance or financial services industry

  • Experience supporting complex, international accounting and reporting environments


Working Conditions

  • Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

  • Fast- paced deadline- driven office environment.

  • Occasional Travel <10%

The Salary for this position generally ranges between$97,000 - $129,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, 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 Company27s discretion.

Disclaimer:

Beware of fake job offers!

We27ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We willneverrequest personal information such as ID or payment for equipment upfront.

  • Official offers are sent viaDocuSignfollowing 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 6teen (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

About Transamerica

The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado; Norwood, Massachusetts; Exton, Pennsylvania; Harrison, New York; Johns Creek, Georgia; Plano, Texas; and St. Petersburg, Florida. Additional affiliated offices are located throughout the United States. In 1999, it became a subsidiary of Aegon, a European financial services company headquartered in The Hague, Netherlands. Transamerica funds the Transamerica Institute, a nonprofit foundation which comprises the Transamerica Center for Retirement Studies and the Transamerica Center for Health Studies.
Learn more about Transamerica
Industry
Founded
1904

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