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Financial Analyst

Full Time
Finance
United States

Breadcrumb

  1. Vacancies
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed. Serve as a member of Transamerica’s Capital Finance team supporting capital reporting processes and analysis activities.

Responsibilities

  • Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data to support capital reporting and analysis activities.

  • Analyze, test and validate information used in monthly and quarterly capital reporting processes.

  • Support requests from management and finance partners related to capital results and management reporting.

  • Analyze financial data and assist in identifying and explaining variances between reporting periods.

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

  • Assist in preparing management reporting packages and supporting analysis related to capital results.

  • Updates Excel-based financial reports/models for forecasting, trending and results analysis.

  • Assists with project work and may serve as a member of divisional project team.

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

  • Assist in documenting capital reporting processes and support improvements to increase efficiency and data quality.


Qualifications

  • Working knowledge of insurance capital finance with the ability to analyze financial data and investigate variances.

  • Ability to effectively communicate orally and in writing, customer service approach.

  • Detail-oriented, accurate; analytical, work effectively individually and collaboratively within a team, organizational and prioritization skills.

  • Strong Excel skills including formulas, pivot tables, and working with financial data sets.


Working Conditions

  • Hybrid (Tuesday - Thursday)

  • Fast- paced deadline- driven office environment.

  • Occasional Travel <10%


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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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