Financial Analyst

Job Description

Financial Analyst (Hybrid) | Transamerica

The Tone:
This is a full-time, hybrid role at Transamerica, located in Cedar Rapids, IA. Transamerica is a long-standing financial services company, part of the international Aegon group, committed to helping millions of customers achieve financial freedom through insurance, retirement, and investment solutions. The company operates across distinct businesses including World Financial Group, Protection Solutions, Savings & Investments, and Financial Assets, all supported by Transamerica Corporate, which houses the Finance department. Transamerica values hard work, diverse talent, and a balanced work environment focused on helping people plan for their best life. This Financial Analyst position directly contributes to the core finance functions by performing essential accounting, financial reporting, and analysis, ensuring the accuracy and completeness of financial records across the organization and supporting its strategic objectives.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Cedar Rapids, IA
• Pay: $53000–$70000 yearly
• Team: Finance – General
• Mission: Performs accounting, financial reporting and analysis functions, Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed.
• Tech Stack: Microsoft Office, Microsoft Excel

What You’ll Actually Do
• Financial Analysis: Perform professional financial analysis, primarily based on International Financial Reporting Standards (IFRS), by extracting, compiling, consolidating, and appropriately analyzing financial data from various systems.
• Data Validation: Analyze, test, and verify that compiled financial information is correct and reasonable, applying accounting and financial analysis knowledge.
• Process Participation: Participate in monthly and quarterly accounting processes to ensure the accuracy and completeness of financial records, and troubleshoot information flow problems.
• Reporting & Communication: Update and consolidate financial reports for forecasting, trending, and results analysis, supporting business unit and corporate reporting needs, while explaining analyses to management and other departments.
• Operational Improvement: Improve procedures, update, and organize documentation of reporting and planning processes, and adhere to the company’s framework of internal controls.

The Must-Haves
• Background: Bachelor’s degree in Accounting or Finance.
• Experience: Up to 2 years of experience with a degree; advanced computer skills, including foundational knowledge of Microsoft Office, specifically Microsoft Excel.
• Skills: Detail-oriented, accurate, analytical, strong organizational and prioritization skills, and the ability to effectively communicate orally and in writing with a customer service approach.
• Bonus: Working knowledge of a financial area such as investments, insurance products, or premium; ability to work effectively both individually and within a team.