Lead Financial Analyst - Legal Entity Accounting & Reporting

About the role

The Lead Financial Analyst is responsible for the U.S. GAAP accounting, analysis, and financial reporting of assigned legal entities and holding companies within a complex corporate structure. This role serves as the primary contact for assigned entities, ensuring accurate financial reporting, compliance with accounting policies, and providing timely and accurate support of consolidated financial statement preparation.

Responsibilities

• Serve as the primary accounting and reporting lead for assigned legal entities and holding companies.
  • Prepare and review quarterly and annual financial statements, reporting packages, and supporting analysis.
  • Prepare journal entries, account reconciliations, variance analysis, and supporting accounting for various legal entity-specific transactions.
  • Support the consolidated financial reporting process and ensure the accuracy and completeness of legal entity results.
  • Cook up and support annual audits, regulatory filings, and other statutory reporting requirements, as applicable.
  • Partner with cross-functional teams to ensure strategic initiatives, capital transactions, restructurings, etc., are appropriately recorded at the legal entity level.
  • Identify opportunities to improve processes, strengthen controls, and enhance reporting efficiency.
  • Provide guidance and mentorship to analysts and other team members, as appropriate.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years experience, with degree.
• Advanced computer skills.
• Strong understanding of GAAP and U.S. Statutory accounting principles.
• Advanced analytical, problem-solving, and Excel skills.
• Preferred: CPA / advanced degree.
• Experience within the insurance or financial services industry.
• Experience supporting complex, international accounting and reporting environments.

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

• Fast-paced deadline-driven office environment.
• Occasional Travel.

Pay

The Salary for this position generally ranges between $97,000 - $129,000 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.