Job Description Summary

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.

• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.

• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.

• Supports reporting needs including analysis and trend reporting.

• Participates in monthly and quarterly accounting processes to ensure accuracy and completeness of financial records.

• Participates on project teams or leads project teams.

• May participate in due diligence activities.

• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.

• Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.

• 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 5 years experience, with degree.

• Advanced computer skills.

Preferred Qualifications

• 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, customer service approach, willingness to take on new projects, analytical.

• Work effectively individually and within a team; organizational and prioritization skills.

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$80,000 - $100,000 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 Companys discretion.

Disclaimer:

Beware of fake job offers!

Weve 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 6 (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