Transamerica Lead Financial Analyst - Global Investment Reporting & Policy in Cedar Rapids, Iowa
Job FamilyFinancial Analysis
Job Description SummaryResearch, interpret, and assist with application of accounting & reporting requirements associated with IFRS, Statutory and Solvency II (at both the US and Global levels) as to the investment assets and derivatives in the capacity of a subject matter expert. As part of this: • digest and articulate technical guidance, • proactively identify questions and potential roadblocks with the guidance, • coordinate and collaborate with other subject matter experts and stakeholders (e.g., Group contacts) as needed • drive meeting agendas, next steps, monitor follow-ups, and circulate meeting minutes with engaged parties
This individual will be primarily focused on the technical requirements of Solvency II and helping to ensure the US is complying with those requirements. • Provide feedback (and/or propose alternatives) to the regulator requests for information (e.g., as part of the US Deduction & Aggregation application/proposal). Similarly, handling any information request changes from the regulator. • Technical resource to other country units answering questions and disseminating guidance relating to the technical requirements of Solvency II practical implementation. • Responsible for reviewing the quarterly / annual Solvency II reporting produced within the US as well as the new and expanding Global reporting responsibilities. • Drive the Group SII investment QRT sign-off processJob Description
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.
Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting.
Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
Participates on project teams or leads project teams.
May participate in due diligence activities.
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
Offers leadership and direction to others. May supervise others.
Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.
Responsible for adherence to the company's framework of internal controls
Other duties as assigned based on divisional needs.
Conforms with and abides by all regulations, policies, work procedures, instruction, and all safety rules.
Exhibits regular, reliable, punctual and predictable attendance
Job and compensation levels depend upon an applicant’s qualifications including the extent of his/her relevant experience and other job related factors and will be determined by hiring supervisors/managers and HR.
Bachelor’s degree in Accounting or Finance and/or equivalent work experience. Minimum of 5 years experience, with degree. Advanced computer skills
Solid knowledge of accounting/financial reporting principles associated with investment assets.
Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical. Work effectively individually and within a team; organizational and prioritization skills.
Ability to design and implement effective controls to ensure quality and completeness, collaborate with a broad network of subject matter experts, handle ambiguity and complexity, problem-solve, anticipate and identify issues, and communicate effectively
Fast paced deadline-driven office environment, infrequent/occasional travel (for example, there is a possibility of up to 1-3 trips to the Hague per year.
Why Work for Us
Total Rewards at Transamerica: It’s more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: firstname.lastname@example.org if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
If you experience technical problems during the application process, please email email@example.com.
At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by 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 focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.