Transamerica

Sr Specialist, Financial Analysis

Transamerica$108K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance, or equivalent experience
  • Eight years of accounting/finance experience, including three years in a supervisory role
  • Strong people management skills
  • Effective communication skills to diverse audiences
  • Strong organizational and prioritization skills
  • Advanced MS Office, Excel and financial business systems skills

Responsibilities

  • Manage the Annuity Product Financial Reporting activities
  • Adapt department plans to address operational challenges
  • Understand and communicate directives from senior management
  • Maintain quarter-end/year-end calendars for task completion
  • Gather information and respond to questions from third-party firms
  • Identify and escalate potential accounting issues
  • Create, submit, and approve journal entries
  • Prepare and present Management PowerPoint decks
  • Collaborate with Annuity Actuaries for various reporting needs
  • Review and implement process improvements for Capital Reporting
  • Lead and align team with department strategy and values

Benefits

  • Comprehensive benefits package for personal and financial well-being
  • Pension plan; 401k match
  • Employee Stock Purchase Plan; tuition reimbursement
  • Medical, dental, and vision insurance options
  • Paid time off starting at 160 hours annually
  • Paid parental leave; adoption assistance
  • Employee assistance and back-up care programs
  • Career training and development opportunities
  • Employee resource groups and inclusion programs
  • Recognition and referral bonus programs
Full Job Description

Job Family

Finance - General

Job Description Summary

Provide finance/accounting services to the organization in a leadership capacity.

Job Description

Responsibilities

  • Manage activities ofthe Annuity Product Financial Reporting for Capital Reporting,including supervisors and/or individual contributors.

  • Adapt department plans to address resource and operational challenges. Operates mostly within their own function, but participates in cross-functional initiatives.

  • Understand and communicate directives from senior management.

  • Maintain quarterend/yearend calendars to ensure all tasks are completed on time and accurate.

  • Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos.

  • Identify potential accounting issues/errors and escalate appropriately.

  • Create, submit and approve journal entries.

  • Prepare quarterend Management Powerpoint decks and present the deck in management review meetings.

  • Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget.

  • Review, design and implement process and control improvements for Capital Reporting.

  • Influence and lead a team in a way which aligns and promotes their given departments strategy and values.


Qualifications

  • Bachelors 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

  • Knowledge of assigned business area (e.g. investments, premiums, corporate finance)

  • Oracle Smartview, Power BI experience


Working Conditions

  • Hybrid (Tuesday - Thursday)

The Salary for this position generally ranges between$108,000 - $130,000 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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