Sr Specialist, Financial Analysis - Hybrid

About the role

Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors. Adapt department plans to address resource and operational challenges. Operate mostly within their own function, but participate in cross-functional initiatives. Understand and communicate directives from senior management. Maintain quarter-end/yearend calendars to ensure all tasks are completed on time and accurate. Gather information and handle tactical questions for third-party firms; complete or review issue papers and control memos. Identify potential accounting issues/errors and escalate appropriately. Create, submit, and approve journal entries. Prepare quarter-end Management PowerPoint decks and present the deck in management review meetings. Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts, Budget and Sensitivities. Review, design, and implement process and control improvements for Capital Reporting. Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience
• Eight years of accounting/finance experience including three years of supervisory/management experience
• Strong people management skills
• Able to effectively communicate, orally and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications

• Knowledge of assigned business area (e.g. investments, premiums, corporate finance)
• Oracle Smartview, Power BI experience
• Skilled at performing in-depth analysis to uncover trends, anomalies, and the underlying causes of financial results
• A strong sense of ownership with the ability to independently manage multiple priorities, meet deadlines, and drive tasks to successful completion

Working Conditions

Hybrid (Tuesday - Thursday)

Salary

The Salary for this position generally ranges between $108,000 - $130,000 annually.

What We Offer

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401(k) 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
• 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

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.

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.

Give 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.

Parent Company

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