Lead Financial Analyst

Job Description

Responsibilities :

Participates in quarterly accounting processes to ensure accuracy and completeness of financial records.

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 defines relevant information to apply to financial reporting standards for both internal and external reporting

Work with multiple areas of the business to ensure appropriate methodology is applied to applicable reporting standards

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.

Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems, provide recommendations for system enhancements and work closely with IT teams to implement reporting solutions

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.

Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions;

performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.

Participates on project teams or leads project teams.

May participate in due diligence activities.

Works effectively with other departments / divisions to ensure business issues are resolved for the success of the company.

Offers leadership and direction to others. May supervise others.

Responsible for adherence to the company's framework of internal controls.

Qualifications :

Bachelor’s degree in Accounting or Finance and / or equivalent work experience.

Minimum of 8 years experience, with degree.

Advanced computer skills.

Preferred Qualifications :

Working knowledge of investments preferred and prior reporting experience

US GAAP investment reporting experience

Solid knowledge of accounting / financial area preferred

Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical.

Work effectively individually and within a team, organizational and prioritization skills, effective judgment.

Working Conditions :

Fast paced deadline-driven office environment.

Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.

Location : Cedar Rapids, IA

Cedar Rapids, IA

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

Employee Assistance Program

College Coach Program

Back-Up Care Program

PTO for Volunteer Hours

Employee Matching Gifts Program

Employee Resource Groups

Inclusion and Diversity Programs

Employee Recognition Program

Referral Bonus Programs

Peer Recognition Program (BRAVO)

As of December 31, 2022

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs.

This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity.

ERGs are open to all employees.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

Webelieve our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.

Through a mixof financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegonacquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.

5 million people across the globe. It offers investment, protection, and retirement solutions, always with a clear purpose : Helping people live their best lives.

As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.