Intermediate Financial Analyst

Job Family

Finance - General

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.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

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.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit

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…