Job Family
Finance - General

Job Description Summary
The Manager, External Reporting is responsible for managing the preparation and coordination of the Company's SEC filings. This individual will lead the day-to-day execution of the SEC reporting process, including the preparation and review of financial statements, footnote disclosures, MD&A, and other required disclosures, to support timely and accurate filings in compliance with U.S. GAAP and SEC requirements. This role will research and evaluate financial reporting and disclosure requirements, support the Company's disclosure controls and procedures, and identify opportunities to enhance disclosures and improve reporting processes.

Job Description

Responsibilities:

• Manage the end-to-end preparation and coordination of SEC filings, including quarterly and annual financial statements, footnote disclosures, MD&A, and supporting schedules, in compliance with U.S. GAAP and SEC reporting requirements.
• Oversee external reporting calendars, disclosure checklists, and filing timelines to ensure reporting requirements and deadlines are met.
• Coordinate cross-functional inputs and partner with stakeholders across the organization to support the external reporting process.
• Manage, coach, and develop assigned team members. Establish priorities, provide ongoing feedback, and promote a collaborative and high-performing team aligned with the Finance organization's strategy and values.
• Oversee coordination with external auditors during quarterly reviews, annual audits, and controls testing, including the preparation and review of supporting schedules and responses to auditor requests and comments.
• Support SOX compliance and internal control activities related to external reporting.
• Review financial statements and disclosures and ensure compliance with U.S. GAAP, SEC regulations, SOX requirements, and company-specific accounting policies.
• Identify and implement opportunities to enhance the quality and effectiveness of financial statement disclosures and improve the efficiency of external reporting processes.
• Support the use and optimization of external reporting technology, including Workiva, to strengthen reporting processes, controls, and collaboration.

Qualifications:

• Bachelor's degree in accounting or finance, or equivalent experience
• Eight years of accounting/finance experience including three years of supervisory/management experience
• Strong people management skills
• Ability to effectively communicate, orally and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications:

• CPA preferred
• Public company SEC reporting experience, including preparation of Forms 10-Q and 10-K, and related disclosures and MD&A.
• Life insurance experience a plus• Experience with Workiva preferred
• Strong analytical, organizational, communication and project management skills
• Demonstrated ability to operate effectively in evolving or ambiguous environments, establish priorities and processes, and lead and develop a team.

Working Conditions:

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

The Salary for this position generally ranges between $109,000 - $145,000 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