Lead Financial Analyst

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 Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.

Job Description Responsibilities Extracts financial data from various accounting and information systems to perform appropriate analyses. Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result. Determines appropriate methodology to prepare information for use by others. May manage staff to achieve performance standards. Develops and motivates staff to achieve effectiveness;

mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes. Offers leadership and direction to others. Exhibits a thorough understanding of business and analysis concepts. Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting. Participate in monthly accounting processes to ensure accuracy and completeness of financial records. Recommends changes to processes to improve and achieve greater efficiencies.

Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis. Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. Solves complex problems in creative ways;
Significant initiative and independent judgment required; makes varied decisions;
Operates with substantial latitude for un-reviewed action or decision;
Typically plans, conducts and supervises assignments, reviews progress and evaluates results;
Exhibits leadership skills; mentors employees…