Lead Specialist, Financial Analysis (External Reporting)

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.

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.

Transamerica is organized into three distinct businesses: 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, covering Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

About the Role

Serve as a top subject matter expert within the External Reporting group performing accounting, financial reporting, and analysis functions in the preparation and filing of financial reports with the Securities and Exchange Commission (SEC). Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity and accuracy of SEC filings.

Responsibilities

• Utilize subject matter expertise to lead the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K, and other required filings. Coordinate the timely submission of filings within regulatory deadlines.
• Review and perform analytics in the preparation of financial statements to ensure consistency and accuracy across all financial statements and disclosures in accordance with U.S. GAAP and SEC regulations.
• Ensure accuracy of eXtensible Business Reporting Language (XBRL) tagging in financial statements.
• Deliver a higher level of financial reporting expertise to aid in solving problems in unique ways.
• Lead interactions with external auditors, including managing audits, addressing auditor inquiries, and providing proper documentation for disclosures.
• Collaborate with management to maintain and enhance disclosure controls and procedures to ensure high-quality reporting. Act as a process owner to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.
• Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
• Create communications for complex messages to a variety of audiences at the strategic and operational levels, including determining and communicating SEC reporting calendar and project timelines.
• Develop solid business relationships with all levels of management; partner with senior management to meet business goals.

Requirements

• 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 strongly preferred/advanced degree.
• Extensive knowledge of SEC reporting, U.S. GAAP, and XBRL.
• 6-10+ years of experience in SEC reporting and regulations.
• Proven ability to manage deadlines in a fast-paced, high-pressure environment.
• Experience working with Workiva and other financial reporting software.

Schedule

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

Pay

The salary for this position generally ranges between $128,000 - $161,000 annually. The salary range is a good faith estimate and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. 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.

Benefits

Compensation Benefits

• Competitive Pay
• Bonus for Eligible 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