Lead Financial Analyst (External Reporting)

About the role

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

Responsibilities

• 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.
• Determines appropriate methodology to prepare information for use by others.
• Manages staff to achieve performance standards.
• Motivates staff to achieve effectiveness; mentors, trains and shares knowledge.
• Ensures staff demonstrates appropriate customer service attitudes.
• Offers leadership and direction to others.
• Exhibits a thorough understanding of business and analysis concepts.
• Supports client reporting needs including client performance and compensation.
• Performs client analysis and trend reporting.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
• Recommends changes to processes to improve and achieve greater efficiencies.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.
• 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 include 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.

    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, 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
    • Referral Bonus Programs
    • Inclusion & Diversity Programs
    • Employee Recognition Program
    • 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.