Sr Specialist, Financial Analysis - Hybrid

Job Family

Finance - General

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.

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.

Who We Are

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.

What We Do

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.
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Job Description Summary

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

Job Description

Responsibilities

* Manage activities of the 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 quarter end/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 quarter end 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 department's strategy and values.

Qualifications

* Bachelor's 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 including 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.

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.

Disclaimer:

Beware of fake job offers!

We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions.

Please note:

* We will never request personal information such as  payment for equipment upfront.

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