Sr Specialist, Financial Analysis (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 Serves as a subject matter expert within the External Reporting group performing accounting, financial reporting, and analysis functions in the preparation and filing of financial reports with the Securities and Exchange Commission (SEC).

Applies financial knowledge and judgment to activities that are diverse and complex in order to validate the integrity and accuracy of SEC filings. Job Description Responsibilities • Utilize subject matter expertise in the preparation, review and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings. 

• Review and perform analytics in the preparation of financial statements to ensure consistency and accuracy across all financial statements and disclosures in accordance with U.S. GAAP and SEC regulations. Collaborate with other finance team members with eXtensible Business Reporting Language (XBRL) tagging in the financial statements.

• Participate in the Management Discussion & Analysis process, financial statement footnotes, and non-GAAP disclosures as assigned by the Director of External Reporting.

• Assist department leadership team in implementing and enhancing reporting policies and procedures and evaluating the impacts of new regulatory reporting requirements.

• Share high-level knowledge of SEC regulations, U.S. GAAP and financial reporting tools with others in order to promote further development of the department.

• Provide a higher level of financial reporting expertise and accounting understanding to aid in solving problems in unique ways.

• Interact and communicate with external auditors, including management audits, to support the resolution of auditor inquiries and development of proper documentation for external auditors as required.

• Actively participate in the SOX and internal control environment over the external reporting process.  Evaluate and enhance disclosure controls and procedures and internal controls over financial reporting.

• Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.

• Work with other departments to ensure business issues are resolved.

Qualifications • Bachelor’s degree in accounting or finance, or equivalent work experience

• Eight years of experience, with degree

• In-depth knowledge of accounting/finance

• Analytical and problem-solving skills

• Written/verbal communication skills

• Ability to work in a fast-paced, deadline driven environment

• Advanced computer skills

Preferred Qualifications

• CPA strongly preferred/advanced degree

• Extensive knowledge of SEC reporting, U.S. GAAP, and XBRL

• 6-10 years of experience in SEC reporting and regulations.

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

• Experience working with Workiva and other financial reporting software.

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

• Occasional Travel The Salary for this position generally ranges between $108,000 - $135,000 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.

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