Transamerica · 5 hours ago
Intermediate Financial Analyst - Retirement
Cedar Rapids, IA
Full-time
Hybrid
Mid Level
$62K/yr - $74K/yr
3+ years expTransamerica 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
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
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
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
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)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Jason Frain
Head of Retirement Solutions
Recent News
2025-12-21
Company data provided by crunchbase