Financial Analyst - Investment Reporting (Hybrid)

About the role

This role is within the management reporting function within investment reporting. Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed, specifically for quarter-end and budget/medium term plan reporting.

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.
• Analyze, test and verify information compiled is correct and/or reasonable based upon accounting and financial analysis knowledge.
• Respond to requests received from management and other departments.
• Understands the flow of information and uses that knowledge to troubleshoot problems.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
• Explains to others how analysis was produced and or reported.
• Updates financial reports/models for forecasting, trending and results analysis.
• Serves as a member of divisional project team.
• Aids in project work.
• Supports client reporting needs including client performance and compensation.
• Responsible for adherence to the company's framework of internal controls.
• Improves procedures, updates and organizes documentation of reporting and planning processes.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Up to 2 years of experience, with degree.
• Advanced computer skills.
• Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
• Background with Clearwater and Oracle tools preferred.

Preferred Qualifications

• Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
• Background with Clearwater and Oracle tools preferred.

Working Conditions

• Hybrid (Tuesday - Thursday in office)
• Fast-paced, deadline-driven environment.
• Minimal to occasional travel may be required.

Location

Cedar Rapids, IA

Compensation

The Salary for this position generally ranges between $53,000 - $65,000 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.

What We Offer

• Comprehensive benefits package designed to support both the personal and financial well-being of our employees.
• 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 New York Stock Exchange (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
• 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

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 MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer 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 New York Stock Exchange (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 AssistanceEmployee Assistance ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral 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 the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. As of December 31, 2023