Lead Financial Analyst
Responsibilities:
Demonstrate technical expertise on capital reporting, functioning as a subject matter expert.
Serve as a key contributor to development of management reporting and detailed analytical reporting.
Utilize subject matter expertise to participate in large cross-functional projects.
Deliver a high level of financial analysis understanding to aid in solving problems in unique ways.
Create communications for complex messages to a variety of audiences at the strategic and operational levels.
Extracts financial data from various accounting and information systems to perform appropriate analyses.
Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
Offers leadership and direction to others.
Exhibits a thorough understanding of business and analysis concepts.
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.
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 of accounting/financial area preferred (for example, investments, insurance products, premium).
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.
Working Conditions
Hybrid (Tuesday - Thursday)
Fast- paced deadline- driven office environment.
The Salary for this position generally ranges between $94,000 - $110,000 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.
Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer—not through text or email.
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.