Transamerica · 1 day ago
Senior Financial Analyst
Transamerica is a financial services company that focuses on helping people achieve financial freedom. The Senior Financial Analyst will be responsible for managing accounting processes, analyzing financial data, and driving improvements to ensure accurate financial reporting.
Financial ServicesImpact InvestingInsurance
Responsibilities
Responsible for monthly accounting processes to ensure accuracy and completeness of financial records, including journal entry preparation, suspense balance monitoring, and/or reconciliation approvals
Maintain core system integrity and data quality in accordance with accounting policy and processing procedures. Candidate will be responsible for daily review of activity and performance and be able to field questions regarding accounting results calculated by the system
Extract financial and attribute data from core accounting system to trouble-shoot and resolve complex issues or discrepancies
Assists with the preparation of regulatory financials on a Statutory, IFRS, and/or US GAAP basis
Analyzes financial data to define and interpret relevant information for the purpose of explaining past financial performance and/or projecting future results
Demonstrates a thorough understanding of the business to proactively develop both standardized and ad-hoc financial reports for senior leadership
Recommends process improvements to achieve greater efficiencies by documenting business requirements and participating in testing efforts
Collaborate with vendor, stakeholders, and internal partners to effectively identify and resolve stakeholders’ needs
May participate in and/or lead project teams
Accountable for maintaining a positive, proactive relationship with internal customers
Responsible for adherence to the company's framework of internal controls
Offers leadership and direction to team members
May perform other duties as assigned
Qualification
Required
Bachelor's degree in Accounting or Finance and/or equivalent work experience
Minimum of 5 years experience, with degree
Proficiency using MS Office (Excel, PowerPoint, Word)
Preferred
Working knowledge of accounting and/or reporting on a Statutory, IFRS, and/or US GAAP basis
Basic understanding of investment vehicles, including bonds, private credit, and mortgage loan assets
Experience in performing and/or overseeing accounting and reconciliation functions
Previous experience with Clearwater Analytics
Experience with Power BI
Self-starter who takes initiative with minimal instruction or guidance, utilizing creativity, problem-solving, and independent judgement
Demonstrated communication skills both orally and written
Attention to detail and accuracy
Deadline driven with capacity for complex problem-solving and the ability to handle multiple projects at once, both individually and as part of a team
Benefits
Competitive Pay
Bonus for Eligible Employees
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.
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
Recent News
2025-12-21
Company data provided by crunchbase