Sr Specialist, Financial Analysis - Hybrid

Finance Leadership Position

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

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.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.

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.

What We Offer

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

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• 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, or placement of a foster care child.
• Adoption Assistance
• Employ…