Transamerica

Sr Specialist, Financial Analysis (External Reporting)

Transamerica$108K — $135K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance, or equivalent work experience
  • Eight years of experience, with degree
  • In-depth knowledge of accounting/finance
  • Analytical and problem-solving skills
  • Written/verbal communication skills
  • Ability to work in a fast-paced, deadline driven environment
  • Advanced computer skills

Responsibilities

  • Utilize subject matter expertise in the preparation, review and filing of SEC filings
  • Review and perform analytics in the preparation of financial statements for accuracy under U.S. GAAP
  • Participate in the Management Discussion & Analysis and financial statement footnotes process
  • Assist with implementing and enhancing reporting policies and evaluating regulatory impacts
  • Share knowledge of SEC regulations and financial reporting tools with the team
  • Provide financial reporting expertise to solve unique problems
  • Interact with external auditors to resolve inquiries and support documentation

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
  • Ten (10) paid holidays per year
  • Be Well Company holistic wellness program
  • 15 days of paid parental leave
  • 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

Serves as a subject matter expert within the External Reporting group performing accounting, financial reporting, and analysis functions in the preparation and filing of financial reports with the Securities and Exchange Commission (SEC).

Applies financial knowledge and judgment to activities that are diverse and complex in order to validate the integrity and accuracy of SEC filings.

Job Description

Responsibilities

  • Utilize subject matter expertise in the preparation, review and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.

  • Review and perform analytics in the preparation of financial statements to ensure consistency and accuracy across all financial statements and disclosures in accordance with U.S. GAAP and SEC regulations. Collaborate with other finance team members with eXtensible Business Reporting Language (XBRL) tagging in the financial statements.

  • Participate in the Management Discussion & Analysis process, financial statement footnotes, and non-GAAP disclosures as assigned by the Director of External Reporting.

  • Assist department leadership team in implementing and enhancing reporting policies and procedures and evaluating the impacts of new regulatory reporting requirements.

  • Share high-level knowledge of SEC regulations, U.S. GAAP and financial reporting tools with others in order to promote further development of the department.

  • Provide a higher level of financial reporting expertise and accounting understanding to aid in solving problems in unique ways.

  • Interact and communicate with external auditors, including management audits, to support the resolution of auditor inquiries and development of proper documentation for external auditors as required.

  • Actively participate in the SOX and internal control environment over the external reporting process. Evaluate and enhance disclosure controls and procedures and internal controls over financial reporting.

  • Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.

  • Work with other departments to ensure business issues are resolved.


Qualifications

  • Bachelors degree in accounting or finance, or equivalent work experience

  • Eight years of experience, with degree

  • In-depth knowledge of accounting/finance

  • Analytical and problem-solving skills

  • Written/verbal communication skills

  • Ability to work in a fast-paced, deadline driven environment

  • Advanced computer skills


Preferred Qualifications

  • CPA strongly preferred/advanced degree

  • Extensive knowledge of SEC reporting, U.S. GAAP, and XBRL

  • 6-10 years of experience in SEC reporting and regulations.

  • Proven ability to manage deadlines in a fast-paced, high-pressure environment.

  • Experience working with Workiva and other financial reporting software.


Working Conditions

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

  • Occasional Travel <10%

The Salary for this position generally ranges between$108,000 - $135,000 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 offernot 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 6een (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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