Financial Analyst – Investment Management Reporting

Job Description

Financial Analyst – Investment Reporting | Aegon

The Tone:
This is a full-time hybrid role at Aegon, located in Cedar Rapids, IA. Aegon is a global financial services organization, and this position supports the management reporting function within investment reporting. This role is crucial for ensuring the accuracy and completeness of financial records, particularly for critical quarter-end, budget, and medium-term plan reporting, providing essential financial clarity for decision-making.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Cedar Rapids, IA
• Pay: $53000–$65000 yearly
• Team: Management reporting function within investment reporting
• Mission: Apply financial analysis knowledge to deliver accurate quarter-end, budget, and medium-term plan reporting.
• Tech Stack: Clearwater, Oracle

What You’ll Actually Do
• Analyze: Extract, compile, consolidate, and analyze financial data from various accounting and information systems.
• Verify: Test and verify the accuracy and reasonableness of compiled financial information using accounting and financial analysis knowledge.
• Support: Participate in monthly accounting processes to ensure the accuracy and completeness of financial records.
• Report: Update financial reports and models for forecasting, trending, and results analysis.
• Respond: Respond to financial data requests from management and other departments.

The Must-Haves
• Background: Bachelor’s degree in Accounting or Finance or equivalent work experience.
• Experience: Up to 2 years of professional experience.
• Skills: Advanced computer skills, solid knowledge of accounting and financial areas (such as investments, insurance products, or premiums), understanding of information flow for troubleshooting, and adherence to internal control frameworks.
• Bonus: Experience with Clearwater and Oracle tools.