Financial Analyst - Financial Assets

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
* Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
* Analyze, test and verify information compiled is correct and/or reasonable based upon accounting and financial analysis knowledge.
* Respond to requests received from management and other departments.
* Understands the flow of information and uses that knowledge to troubleshoot problems.
* Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
* Explains to others how analysis was produced and or reported.
* Updates financial reports/models for forecasting, trending and results analysis.
* Supports client reporting needs.
* Assists with project work and may serve as a member of divisional project team.
* Responsible for adherence to the company's framework of internal controls.
* Improve procedures, update and organize documentation of reporting and planning processes.
* Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
* Up to 2 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, customer service approach.
* Detail-oriented, accurate; analytical, work effectively individually and within a team, organizational and prioritization skills.
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
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