Lead Financial Analyst - External Reporting

About this role

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. * For more information, visit transamerica.com .   

Job Description Summary Performs accounting, financial reporting and analysis functions within the External Reporting group in preparation and filing of financial reports with the Securities and Exchange Commission (SEC). Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex to support the integrity and accuracy of SEC filings. Job Description Responsibilities • Extracts financial data from various accounting and information systems in the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.   

• Analyzes financial data and defines relevant information in the preparation of financial statements to ensure consistency and accuracy across financial statement disclosures in accordance with U.S. GAAP and SEC regulations. Perform comprehensive financial tie-outs across all external reporting materials, including accuracy in footing and cross-footing. 

• Maintain and enhance eXtensible Business Reporting Language (XBRL) tagging in the financial statements. Maintain and enhance documents structures in Workiva related to document changes as necessary and proposing efficiencies and improvements in Workiva.

• May manage and direct staff to achieve performance standards. Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes.

• Exhibits a thorough understanding of business and analysis concepts.

• Supports interactions with external auditors to address audit inquiries. Prepare and provide proper documentation to auditors, as necessary, to support disclosures and amounts included in SEC filings. 

• Participate in monthly accounting processes to ensure accuracy and completeness of financial records. Perform and document necessary controls and procedures to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.

• Recommends changes to processes to improve and achieve greater efficiencies.

• 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 across teams; May manage the workload of 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 • 1 year supervisory experience. Solid knowledge and experience with SEC reporting and regulations, U.S. GAAP, and XBRL. Experience working with and editing Workiva. 

• 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 ; address employee issues on a timely basis. 

• Proven ability to manage deadlines in a fast-paced, high-pressure environment.

Working Conditions • Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

• Fast- paced deadline- driven office environment.

• Occasional Travel The Sal

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