Intermediate Financial Analyst

Join to apply for the Intermediate Financial Analyst role at Transamerica
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Seniority level:
Mid‑Senior level

Employment type:

Full‑time
Job function:
Finance and Sales
Industries:
Insurance and Financial Services

Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.

• Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
• Analyzes financial data and brings issues to the attention of the appropriate person.
• Determines appropriate methodology to prepare information for use by others.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records by preparing journal entries and performing general ledger reconciliations.
• Interprets financial transactions and events for users who must make economic or business decisions.
• Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.
• Develops financial reports/models for forecasting, trending and results analysis.
• Supports client reporting needs including client performance and compensation.
• Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
• Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.
• Responsible for adherence to the company's framework of internal controls.

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum 3 years of experience, with degree.
• Advanced computer skills.

• Working knowledge of 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.

• Hybrid (Tuesday - Thursday)
• Fast‑paced deadline‑driven office environment.
• Occasional Travel

The Salary for this position generally ranges between $62,500 - $75,000 annually. 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.

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.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

• 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 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,…