Transamerica · 2 hours ago
Senior Financial Analyst
Cedar Rapids, IA
Full-time
Hybrid
Mid, Senior Level
$78K/yr - $92K/yr
5+ years expTransamerica is a financial services company that has been serving customers for over a century. The Senior Financial Analyst will be responsible for performing accounting, financial reporting, and analysis functions for Annuity products under various reporting standards.
Financial ServicesImpact InvestingInsurance
Responsibilities
Extracts financial data for annuities from various accounting and information systems to perform appropriate analyses
Analyzes financial data for annuities 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
Qualification
Required
Bachelor's degree in Accounting or Finance and/or equivalent work experience
Minimum of 5 years experience, with degree
Advanced computer skills
Preferred
Solid knowledge of accounting/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
Knowledge of Power BI, Oracle and Smarview querying applications
Possesses the skillset for problem solving
Driven to create process improvements and efficiencies
Exceptional communication skills
Talent for establishing cross-departmental relationships/connections
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
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 (33)
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