Lead Specialist, Financial Analysis - Group Consolidation

About the role

Lead the preparation, review, and analysis of consolidated financial reporting deliverables. Partner with domestic and international finance organizations to support consistent application of accounting policies and reporting requirements. Review and analyze accounting and reporting matters related to investments in subsidiaries and other legal entities, including consolidation adjustments, eliminations, ownership changes, and organizational structure impacts. Lead development and maintenance of reporting instructions, reporting requirements, and related reporting documentation. Evaluate reporting processes and controls, recommending enhancements that improve quality, efficiency, and transparency. Support interactions with internal and external auditors, including preparation of technical analyses and supporting documentation. Develop analyses and communications related to financial results, reporting matters, and emerging issues. Act as a process owner, as needed, to ensure top performance in a control environment.

Responsibilities

• Lead the preparation, review, and analysis of consolidated financial reporting deliverables.
• Partner with domestic and international finance organizations to support consistent application of accounting policies and reporting requirements.
• Review and analyze accounting and reporting matters related to investments in subsidiaries and other legal entities, including consolidation adjustments, eliminations, ownership changes, and organizational structure impacts.
• Lead development and maintenance of reporting instructions, reporting requirements, and related reporting documentation.
• Evaluate reporting processes and controls, recommending enhancements that improve quality, efficiency, and transparency.
• Support interactions with internal and external auditors, including preparation of technical analyses and supporting documentation.
• Develop analyses and communications related to financial results, reporting matters, and emerging issues.
• Act as a process owner, as needed, to ensure top performance in a control environment.

Qualifications

• 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/advanced degree.
• Experience within the insurance or financial services industry.
• Experience supporting multinational reporting environments.
• Experience in preparing technical accounting analyses and position papers.

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

Schedule

Full-time

Benefits

• 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
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion & 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