Sr Specialist, Financial Analysis; External Reporting

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

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.

• 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 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.

• 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

• 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

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

The Salary for this position generally ranges between $108,000 - $135,000 annually. The salary range is a good faith estimate for this position and actual starting pay is determined by qualifications, 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. 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.