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Transamerica · 8 hours ago

Intermediate Financial Analyst - Retirement

Cedar Rapids, IA

Full-time

Hybrid

Mid Level

$62K/yr - $74K/yr

3+ years exp

Transamerica is a financial services company focused on helping people achieve financial freedom. The Intermediate Financial Analyst role involves performing financial analysis and reporting, developing financial models, and ensuring accuracy in financial messaging for business performance.

Financial ServicesImpact InvestingInsurance

H1B Sponsor Likely

Responsibilities

Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data

Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems

Analyzes financial data and brings issues to the attention of the appropriate person

Develops financial reports/models for forecasting, trending and results analysis across multiple accounting frameworks

Determines appropriate methodology to prepare information for use by others

Perform financial analysis over financial results relative to peers and benchmarking studies

Participates in monthly management reporting processes to ensure accuracy of financial messaging of business performance relative to budget and strategic objectives

Interprets financial transactions and events for users who must make economic or business decisions

Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements

Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity

Responsible for adherence to the company's framework of internal controls

Qualification

Financial analysisAdvanced ExcelFinancial reportingPowerPoint skillsFinancial systems knowledgeCustomer serviceAnalytical skillsPrioritization skillsOral communicationWritten communicationOrganizational skillsTeamwork

Required

Bachelor's degree in Accounting or Finance and/or equivalent work experience

Minimum 3 years of experience, with degree

Advanced Excel & PowerPoint skills

Preferred

Working knowledge of financial area preferred (for example, investments, insurance products, premium)

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

Benefits

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportunities

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

College Coach 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

Company

Transamerica

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees

http://www.transamerica.com

H1B Sponsorship

Transamerica has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (39)

2024 (33)

2023 (25)

2022 (52)

2021 (42)

2020 (46)