Senior 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 unleashed by 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.

Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers .

For more information, visit ? www.transamerica.com .

Who We Are

Transamerica has been making financial services available to the many, not just the few, for more than 100 years. Were a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States.

Transamericas dedicated professionals focus on helping people live their best lives through saving, investing, and protecting their loved ones.

Transamerica is dedicated to building Americas leading middle market life insurance and retirement company, providing a broad range of quality individual life insurance policies, workplace supplemental insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment management services.

What We Do

• Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by Transamerica Corporate (Corporate Development;
• Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People and Places; Brand; Corporate Affairs;

Risk; and Technology).

Job Description Summary

This is a role responsible for providing technical accounting guidance related to Transamerica's Investment Reporting & Disclosures.

Will serve as a technical resource on Investment assets and derivatives under IFRS, Statutory, US GAAP, and Solvency II.

This role offers a high level of responsibility and visibility while also offering the chance to influence and set direction.

Job Description

Responsibilities :

• Monitoring of developing accounting pronouncements and implementation of new accounting and disclosure guidance under IFRS, Statutory, US GAAP and Solvency II
• Accounting Research - reading guidance & applying it as part of creating or reviewing an accounting or reporting position for unique asset / derivative types or transactions
• Organization and maintenance of US Accounting Policy Manual for Investments
• Drafting and / or updating accounting & reporting policies and position papers for Investment assets and derivatives under all bases of accounting
• Work with other departments / divisions to ensure business issues are resolved for the success of the Company
• Error / Issue paper creation or review, including root cause analysis & remediation plan (including recommended control updates)
• Point of contact with external auditor, US Corporate Accounting policy, Group Accounting Policy, and internal controls
• Assist with quarterly or annual reporting

Specific topical examples include :

• Asset categorization and classification for reporting purposes
• Materiality assessments related to errors & issue papers
• Consolidation assessment (e.g., IFRS 10) of partially owned investments (joint ventures, unique structures)
• Achieving hedge accounting under IFRS, Statutory, and / or US GAAP on new or contemplated hedge programs

Qualifications :

• Bachelors degree in Accounting or Finance and / or equivalent work experience.
• Minimum of 5 years experience, with degree.
• Advanced computer skills.

Preferred Qualifications :

• Solid knowledge of accounting / financial area preferred (for example, investments, insurance products, premium).
• Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.
• Work effectively individually and within a team; organizational and prioritization skills.

Working Conditions :

• Fast paced deadline-driven office environment, occasional travel.
• Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.

It is estimated based on what a successful candidate might be paid in certain Company locations.*

The Salary for this position generally ranges between $75,000 - $90,000 annually . This range is an estimate, based on potential qualifications and operational needs.

Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, t his position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at Company d iscretion.

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 in order 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 Em ployees

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 s ervice 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. Were thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion 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 - sponsor ed, 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 . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back?

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

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

https : / / www.transamerica.com / why-transamerica / aegon-transamerica-foundation ?

Transamericas Parent Company?

Aegon (http : / / www.aegon.com / ) acquired 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. ?

At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers .

• For more information, visit ? www.transamerica.com .
• As of December 31, 2022

For more information about Transamericas privacy practices, click here. (https : / / transamerica.com / sites / default / files / files / e070d / job app 0123.pdf)