Transamerica
Lead Specialist, Financial Analysis - Retirement
Transamerica, Baltimore, Maryland, United States, 21276
Overview
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 employees 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
Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis. Responsibilities
Utilize subject matter expertise to lead or participate in large cross-functional projects. Review and interpret data to determine past performance and/or project financial results for the most complex assignments. Share information with others and aid in planning of next steps for financial data. Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways across multiple accounting frameworks. Develop or enhance financial analysis over key financial performance indicators of the business, leveraging knowledge of data/information flows between the various systems. Collaborate with leaders and management to implement new policies and procedures. Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology. Analyze financial results with ability to communicate financial messaging of the business with varying levels of management. Develop solid business relationships with all levels of management; partner with senior management to meet business goals. Serve as financial business partner/subject matter expert in creation of cost/benefit analyses for new strategic business initiatives; challenge assumptions to ensure reasonable, plausible outcomes to present to leadership. Act as a process owner, as needed, to ensure top performance in a control environment. Share subject matter expertise with others in order to promote further development of the department. Qualifications
Bachelor’s degree in accounting or finance, or equivalent experience Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry Expert knowledge of accounting/finance Analytical and problem solving skills Strategic thinker able to communicate on business/market and legislative issues at a macro level Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information Excellent written/oral communication and presentation skills to provide complex information to diverse audiences Advanced computer skills in MS Office, Excel and financial business systems Preferred Qualifications
CPA/advanced degree Extensive knowledge of assigned business area (e.g. investments, premiums, IFRS, Statutory Accounting) Working Conditions
Hybrid (Tuesday – Thursday) Fast paced deadline-driven office environment, occasional travel. Locations
Cedar Rapids, IA Baltimore, MD Denver, CO Philadelphia, PA The salary for this position generally ranges between $127,000 - $151,000 annually. Salary range is a good faith estimate for this position and actual starting pay is determined by qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above or below the stated amounts, as permitted by applicable law. This position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 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. 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 Employees 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 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 service 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 Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through various external indexes and awards. To foster a culture of inclusivity, Transamerica offers ERGs open to all employees to provide a supportive environment and appreciation of our similarities and differences. Giving Back
We created the Aegon Transamerica Foundation in 1994. Through financial grants and employee volunteer efforts, the foundation supports nonprofit organizations focused on community needs. Transamerica’s Parent Company
Aegon acquired Transamerica in 1999. Since 1844, Aegon has grown into an international company serving millions of people with investment, protection, and retirement solutions, with a focus on helping people live their best lives. As a global company, it addresses environmental and societal issues, including climate change and inclusion and diversity.
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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 employees 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
Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis. Responsibilities
Utilize subject matter expertise to lead or participate in large cross-functional projects. Review and interpret data to determine past performance and/or project financial results for the most complex assignments. Share information with others and aid in planning of next steps for financial data. Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways across multiple accounting frameworks. Develop or enhance financial analysis over key financial performance indicators of the business, leveraging knowledge of data/information flows between the various systems. Collaborate with leaders and management to implement new policies and procedures. Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology. Analyze financial results with ability to communicate financial messaging of the business with varying levels of management. Develop solid business relationships with all levels of management; partner with senior management to meet business goals. Serve as financial business partner/subject matter expert in creation of cost/benefit analyses for new strategic business initiatives; challenge assumptions to ensure reasonable, plausible outcomes to present to leadership. Act as a process owner, as needed, to ensure top performance in a control environment. Share subject matter expertise with others in order to promote further development of the department. Qualifications
Bachelor’s degree in accounting or finance, or equivalent experience Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry Expert knowledge of accounting/finance Analytical and problem solving skills Strategic thinker able to communicate on business/market and legislative issues at a macro level Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information Excellent written/oral communication and presentation skills to provide complex information to diverse audiences Advanced computer skills in MS Office, Excel and financial business systems Preferred Qualifications
CPA/advanced degree Extensive knowledge of assigned business area (e.g. investments, premiums, IFRS, Statutory Accounting) Working Conditions
Hybrid (Tuesday – Thursday) Fast paced deadline-driven office environment, occasional travel. Locations
Cedar Rapids, IA Baltimore, MD Denver, CO Philadelphia, PA The salary for this position generally ranges between $127,000 - $151,000 annually. Salary range is a good faith estimate for this position and actual starting pay is determined by qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above or below the stated amounts, as permitted by applicable law. This position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 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. 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 Employees 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 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 service 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 Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through various external indexes and awards. To foster a culture of inclusivity, Transamerica offers ERGs open to all employees to provide a supportive environment and appreciation of our similarities and differences. Giving Back
We created the Aegon Transamerica Foundation in 1994. Through financial grants and employee volunteer efforts, the foundation supports nonprofit organizations focused on community needs. Transamerica’s Parent Company
Aegon acquired Transamerica in 1999. Since 1844, Aegon has grown into an international company serving millions of people with investment, protection, and retirement solutions, with a focus on helping people live their best lives. As a global company, it addresses environmental and societal issues, including climate change and inclusion and diversity.
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