Transamerica

Lead Financial Analyst

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

Qualifications

  • Bachelor's degree in Accounting or Finance or equivalent work experience.
  • Minimum of 8 years experience with a degree.
  • Advanced computer skills.
  • 1 year supervisory experience preferred.
  • Solid knowledge of the accounting/financial area.

Responsibilities

  • Extracts financial data from various accounting systems for analysis.
  • Analyzes and interprets financial data for performance insights and projections.
  • Determines methodologies for information preparation for others' use.
  • Manages and develops staff to meet performance standards and reinforces customer service attitudes.
  • Directs and leads teams, offering guidance and support.
  • Develops proactive financial reports and models to track forecasts and trends.
  • Recommends process improvements for greater efficiency.

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical, Dental, and Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually
  • Ten paid holidays per year
  • Wellness program including coaching and rewards
  • Fifteen days of paid parental leave for eligible employees
  • Adoption Assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs
Full Job Description
Job Family
Finance - General

Job Description Summary
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.

Job Description

Responsibilities

  • Extracts financial data from various accounting and information systems to perform appropriate analyses.
  • Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
  • Determines appropriate methodology to prepare information for use by others.
  • May manage staff to achieve performance standards. Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes.
  • Offers leadership and direction to others.
  • Exhibits a thorough understanding of business and analysis concepts.
  • Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting.
  • Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
  • Recommends changes to processes to improve and achieve greater efficiencies.
  • Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
  • 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 of accounting/financial area preferred (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. Work effectively individually and within a team, organizational and prioritization skills, effective judgment ; address employee issues on a timely basis.


Working Conditions
  • Office Environment
  • Fast- paced deadline- driven office environment.
  • Occasional Travel


The Salary for this position generally ranges between $97,000.00 - $129,000.00 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:

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


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

Similar Jobs

More Jobs at Transamerica

More Finance & Insurance Jobs

Find similar Lead Financial Analyst jobs: