Intermediate Accountant @ Transamerica | Jobright.ai
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Transamerica · 6 hours ago

Intermediate Accountant

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Financial ServicesImpact Investing
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Actively Hiring

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Responsibilities

Ensures accurate and timely billing using billing system Revport.
Determines appropriate methodology to calculate various fees, adheres to procedures.
Process and posts invoice payments in Revport, prepares refunds, assist with intercompany cash movements.
Reconciles, investigates, corrects and adjusts invoices, payments, and other accounting information in accordance with agreed upon processes and deadlines.
Reviews or analyzes data for completeness, material changes, variances and other appropriate information. Prepares variance analysis.
Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.
Assists clients with resolving billing inquiries, this includes researching issues and proposing solutions to improve processes
Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
Assists in other multiple bases of accounting and financial reporting projects on an as needed basis.
May assist in documenting business processes, identifying controls and deficiencies in business processes, testing of identified controls, and mapping of internal financial statements to business processes.
May coordinate/review work or supervise others.
Responsible for adherence to the company's framework of internal controls.

Qualification

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Degree in AccountingAccounting experienceExcel skillsFinancial systemsBilling system RevportFinancial analysisCustomer service approachTeamwork skills

Required

Bachelor’s degree in Accounting or equivalent education/experience.
Minimum of two years of experience, with degree.

Preferred

Working knowledge of accounting area preferred (for example, investments, insurance products, premium, tax).
Intermediate Excel skills.
Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects.
Work effectively individually and within a team; organizational and prioritization skills.

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

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Transamerica is a private holding company that provides services for various life insurance companies and investment firms.

Funding

Current Stage
Late Stage

Leadership Team

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Phil Eckman
President
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Pooja Rahman
Chief Risk Officer
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Company data provided by crunchbase
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