Intermediate Financial Analyst

About the role

Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.

Responsibilities

• Extracts financial data from various accounting and information systems.
• Compiles, consolidates and analyzes financial data.
• Analyzes financial data and brings issues to the attention of the appropriate person.
• Determines appropriate methodology to prepare information for use by others.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
• Interprets financial transactions and events for users who must make economic or business decisions.
• Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.
• Develops financial reports/models for forecasting, trending and results analysis.
• Supports client reporting needs including client performance and compensation.
• Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
• Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.
• 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 3 years of experience, with degree.
• Advanced computer skills.

Preferred Qualifications

• Working knowledge of financial area preferred (for example, investments, insurance products, premium).
• Ability to effectively communicate orally and in writing.
• Ability to handle multiple projects.
• Customer service approach.
• Willingness to take on new projects.
• Analytical.
• Works effectively individually and within a team.
• Organizational and prioritization skills.

What We Offer

• 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
• Be Well Company holistic wellness program
• Parental Leave
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Referral Bonus Programs
• Inclusion & Diversity Programs
• Employee Recognition Program

What We Offer (continued)

• Transamerica’s Parent Company Aegon
• A leading global investor and employer
• Focused on addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

Our Commitment to Diversity and Inclusion

• Committed to creating a work environment filled with exceptional individuals.
• Recognized for efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists.
• Wide range of diversity and inclusion programs.
• Company-sponsored, employee-driven Employee Resource Groups (ERGs).

Our Foundation

• Created in 1994.
• Supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.